收入端:本季度公司营业收入207 亿元,yoy -9.2%,主要受需求疲软、竞争加剧影响,其中产品收入189 亿元,yoy-10.2%,分品类看,穿戴品类负增长,标品受竞争影响表现更疲软;其他收入18 亿,yoy+4%,其他收入的快速增长主要由杉杉奥莱店带动。展望24Q4,受需求疲软、竞争加剧影响,管理层指引收入增速为-10%到-5%区间,并预计2025 年可能延续24Q4的消费趋势。运营数据:...
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