特步国际24Q3流水点评:主品牌流水环比放缓、折扣及库存控制较好,索康尼延续高增

东吴证券
24 Oct 2024

投资要点公司公布2024Q3经营数据:24Q3特步主品牌全渠道零售流水同比增长中单位数,零售折扣约7.5折,存货周转约4个月。24Q3主品牌流水增速环比放缓,10月以来增长改善。24Q3受宏观消费环境转弱影响,主品牌客流、连带率均环比转弱,流水较上半年增长放缓。分渠道看,Q3线上增长高双位数、线下流水微增,线上保持较快增长、主要受益于电商平台客流恢复,线下流水微增主要来自渠道结构优化、店效提升带动...

Source Link

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