事件:我们预计2月出货延续景气,渠道库存健康。深度思考:1)布鲁可的品牌价值某种程度上是被低估的,货架占领力可侧面印证;2)产品力本身优势显著,除涂色、质感、拼搭手感外,我们可以观察到产品的一些小巧思(果酱、香蕉、肩甲等细节),拼搭作为一种沉浸式体验,产品know-how 本身就是一种壁垒;3)布鲁可有在用心运营粉丝,BFC 创作赛、每月玩家生日抽奖等私域活动持续沉淀粉丝;根据国家统计局,2023...
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