纺织品和服装行业周报:微信礼物预计拉动鞋服动销,耐克FY25Q2业绩好于预期

国金证券
23 Dec 2024

(以下内容从国金证券《纺织品和服装行业周报:微信礼物预计拉动鞋服动销,耐克FY25Q2业绩好于预期》研报附件原文摘录)核心观点1)微信礼物预计拉动鞋服动销。12月18日,微信小店上线“送礼物”功能灰度测试,有望复制此前微信支付以抢红包抢夺市场的成功道路。目前微信礼物功能对于鞋服品类较为适配,接收方用户除自行填写收货地址外,还可选择鞋服颜色及尺寸,送出方无须提前询问,保护隐私的同时增加了礼品选择...

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