©读懂财经·消费组原创/出品作者:杨扬编辑:夏益军城门失火殃及池鱼,面对李宁、安踏的国产替代,最大的受害者不是阿迪、耐克,而是它们在中国最大的中间商“滔搏运动”。2021年2月-2024年8月,滔搏门店数量从最高的8395家下降到6144家,平均下来每天要关1.79家店。也不能把锅全给阿迪、耐克,滔搏门店数量大滑坡也和高瓴的拔苗助长以及零售做加减法的商业逻辑有关。本文持有以下观点:1、滔搏是中美...
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