DECKERS OUTDOOR:UGG延续强势 关注HOKA2025新品发布

中金公司
01 Feb

3QFY25(2024 年10-12 月)业绩好于我们预期公司3QFY25 收入同比增长17%至18 亿美元,净利润同比增长17%至5亿美元,好于我们预期,主因UGG 品牌收入增长、毛利率表现超预期。UGG 品牌收入增长超预期,HOKA 收入延续快速增长。3QFY25,? UGG:收入同比增长16%,主因关键产品备货充足满足了消费者强劲需求(尤其是12 月)。DTC 和批发渠道同比增速均环比提速,...

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