滔搏:三季度销售下滑收窄至中单位数 财年底有望实现库存改善目标

国信证券
17 Dec 2024

事项:公司公告:2025 财年第三季度,集团零售及批发业务之总销售金额按年同比录得中单位数下降。截至2024年11 月30 日,直营门店毛销售面积较上一季末减少2.1%,较去年同期减少4.4%。国信纺服观点:1)流水增长:2025 财年第三季度销售额同比下滑中单位数,跌幅环比收窄;线上渠道表现好于线下渠道,线上三季度预计同比双位数增长,占比进一步提升至40%。2)库存折扣:公司以库存健康为首要目标...

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