特步国际:主品牌稳健增长 SAUCONY继续亮丽高增

浙商证券
23 Oct 2024

投资要点特步主品牌:24Q3 保持高质量增长24Q3 特步主品牌流水中单位数增长,较24H1 略有江苏,但零售折扣7.5 折、库销比约4 个月,与Q2 表现类似,保持了良好的运营质量。特步主品牌始终以跑步品类为专业核心优势,2019-2023 年中国男女子马拉松百强运动员穿着率蝉联第一,积极的赛事赞助和自有赛事举办、运动员合作,以及截至24 中报拥有67家跑步俱乐部、210 万+特跑族会员、56 ...

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