昂跑:深耕跑步鞋品类 精准筛选目标客群

西南证券
24 Oct 2024

基本面:公司深耕跑鞋赛道,快速扩张的运动品牌黑马。1)营收表现亮眼。公司是2012年成立的新锐运动品牌,主要提供跑步鞋和其他专业运动鞋,面世之后营收快速增长,自2019年2.7亿法郎增长至2023年17.9亿法郎,CAGR达到60%,2024H1营收同比+25%,仍保持着健康增长趋势。2)北美贡献主要营收,亚太促进快速增长。北美地区为主战场,贡献65%的营业收入;亚太地区占比仅为10%,但增速远超...

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