异动解读 | 拉夫劳伦季度销售佳绩超预期 上调年度收入预期

异动解读
08 Nov 2024

美国奢侈品服装零售商拉夫劳伦公司(Ralph Lauren Corp.)最新公布的第二季度财报数据喜人,净收入同比增长6%至17.3亿美元,超出了分析师平均预期的16.8亿美元。

拉夫劳伦表示,本季度的业绩亮眼主要得益于中国、欧洲和北美等主要市场对公司部分经典产品如电缆针织毛衣和牛津衬衫的稳定需求。与此同时,受富裕群体在高端皮包和运动服装支出旺盛的推动,公司直接面向客户渠道的销售额也实现强劲增长。

此外,公司近期一直专注于提高全价销售比例并减少促销活动,使本季度调整后毛利率同比增长160个基点至67%。作为在中国市场业务占比相对较小的服装品牌之一,拉夫劳伦也回避了那里消费低迷的不利影响。

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