卡罗特(02549)股价今日盘中大涨15.22%,引发市场关注。公司是一家全球知名的线上厨房用品品牌商,业务范围遍及包括中国、美国在内约19个国家和地区,并在亚马逊、沃尔玛、天猫等19个主要平台销售。
市场关注的利好消息是,分析师预计公司未来4年的销售额和净利润年复合增长率将高达35%和32%。主要增长动力包括: 1) 公司在海外市场增长迅速,尤其在西欧和日本等地区仍有较大增长空间,海外业务增长有利于提高整体利润率。 2) 公司将在沃尔玛、TikTok等平台继续扩张,增加线上销售渠道。 3) 随着供应链整合提高效率,以及海外业务比重提高,预计公司毛利率将有所提升。
不过分析师同时预计,未来几年公司净利率将维持在14%左右,因为广告推广和促销费用持续增加。但整体来看,公司业绩预期向好是推动股价今日大涨的主要利好因素。
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