业绩回顾2QFY25(2024 年9-11 月)业绩基本符合我们预期公司2QFY25 收入同比下滑8%至124 亿美元(货币中性口径下滑9%);净利润同比下滑26%至11.6 亿美元,基本符合我们预期。产品系列调整继续拖累2QFY25收入增长。分渠道看,货币中性口径下直营渠道收入同比下滑14%,其中线上同比下滑21%,主因公司对线上占比较高的经典鞋款继续大幅收缩调整,经典鞋款收入季内同比跌幅大于...
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