特步国际(1368.HK):4Q24环比改善 索康尼延续高增

华泰证券
10 Jan

公司公布4Q24 运营情况:特步主品牌(包括线上和线下渠道)流水同比高单位数增长,环比3Q24 中单位数增长有所提速,或主因电商购物节以及Q4 的节日活动等对需求的拉动。索康尼4Q24 流水同比增长约50%,延续强劲表现。全年看,特步主品牌取得高单位数增长,索康尼同比增长超60%。中长期看,公司通过强化跑步矩阵巩固竞争力,拓展专业户外运动打造第二增长曲线,维持“买入”评级。线上及专业跑鞋驱动,折扣...

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