China's Sportswear Sector Looks Set for Slower Growth -- Market Talk

Dow Jones

2024/09/18

0818 GMT - China's sportswear sector could witness further consensus downgrades on industry growth, Deutsche Bank Research analyst Jessie Xu says in a commentary. Xu points out that the management teams at Li Ning and Topsports noted this possibility and the need to sacrifice discounts in 2H if sell-throughs fall below expectations and competition intensifies, putting pressure on margins. An inventory crisis could resurface, given weak demand and potentially slower sell-out, the analyst says. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

September 18, 2024 04:18 ET (08:18 GMT)

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Xu points out that the management teams at Li Ning and Topsports noted this possibility and the need to sacrifice discounts in 2H if sell-throughs fall below expectations and competition intensifies, putting pressure on margins. An inventory crisis could resurface, given weak demand and potentially slower sell-out, the analyst says. 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Xu points out that the management teams at Li Ning and Topsports noted this possibility and the need to sacrifice discounts in 2H if sell-throughs fall below expectations and competition intensifies, putting pressure on margins. An inventory crisis could resurface, given weak demand and potentially slower sell-out, the analyst says. 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Xu points out that the management teams at Li Ning and Topsports noted this possibility and the need to sacrifice discounts in 2H if sell-throughs fall below expectations and competition intensifies, putting pressure on margins. An inventory crisis could resurface, given weak demand and potentially slower sell-out, the analyst says. 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Xu points out that the management teams at Li Ning and Topsports noted this possibility and the need to sacrifice discounts in 2H if sell-throughs fall below expectations and competition intensifies, putting pressure on margins. An inventory crisis could resurface, given weak demand and potentially slower sell-out, the analyst says. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 18, 2024 04:18 ET (08:18 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}