核心观点公司FY25H1（自然年为24 年4-9 月）营收、归母净利润分别同比-7.4%、+0.3%。其中中国、北美、欧洲市场营收同比-17 .2 %、+5.7%、+37.7%，营收占比分别为59.9%、25.9%、8.8 %。内销主要系地产竣工下行叠加消费低迷所致，期间公司内销线下渠道继续加大下沉扩张，截止9 月底线下门店数7516 家/净增28 0 家；外销市场公司加强新渠道和新客户的开拓，...
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