名创优品:渠道与运营驱动 引领中国IP消费浪潮

东方财富证券
18 Feb

消费供需共振,名创优品具备规模优势与运营效率壁垒,α凸显。我国消费产业结构性供给过剩,“IP+”一方面可提升产品辨识度与品牌溢价,另一方面也可规避线上线下渠道的充分竞争。名创优品作为IP消费头部企业,具备显著的渠道规模优势以及运营的效率壁垒,有望在全球IP 化浪潮中提升市场份额,引领行业成长。国内:类直营模式高速扩张,持续优化店型、渠道、货盘。名创优品凭借合伙人模式(类直营)高速扩张,20-23 ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10