出海封神,泡泡玛特一路“狂飙”

创业邦
27 Mar

北京时间3月26日下午,泡泡玛特(9992.HK)发布了2024年H2业绩,整体上业绩还是非常不错的,海外延续了Q3高增的势头持续狂飙,国内线下门店更是环比Q3提速,毛利率由于产品结构提升叠加高毛利海外业务占比增加,创下历史新高,费用投放上也比较克制,最终利润上也超出市场预期。具体要点如下:1、海外延续狂飙,国内预期差更大:由于泡泡玛特在去年10月已经贡布过炸裂的Q3海外业绩(440%-445%)...

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