异动解读 | 滔搏盘中大涨5.17%,业绩表现改善及核心品牌调整获看好

异动解读
17 Dec 2024

滔搏股价今日盘中大涨5.17%,引发了市场的广泛关注。

多家分析机构发布研究报告,对滔搏的业绩表现和发展前景给予了积极评价。国盛证券表示,维持滔搏"买入"评级,预计公司FY2025第三季销售下滑幅度收窄,电商渠道增长强劲。中金也维持"跑赢行业"评级,称公司以库存去化为核心运营目标,并看好核心品牌Nike的调整为其带来长期增长动能。

具体来看,滔搏公布2024/25财年第三季度运营情况显示,零售及批发业务销售同比录得中单位数下滑,环比第二季度低双位数下滑有所收窄。线上流水保持快速增长,其中直营线上收入占直营收入比例已达40%。同时公司适当加大零售折扣,以控制季内库存。多家机构预计,滔搏FY2025销售或下滑高单位数,但利润下滑幅度将小于收入,因公司在渠道和品类优化调整取得一定成效。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10