安踏体育Q1超预期,收购德国狼爪户外矩阵进一步丰满

浙商证券
11 Apr

投资要点安踏公布Q1超预期流水表现,并收购德国户外品牌Wolfskin,户外矩阵进一步丰满?安踏主品牌:如期展现活力25Q1主品牌流水增长高单位数,其中预计大货及儿童增速类似,线上增长低双位数。折扣方面,Q1线下折扣同比基本持平,线上折扣有小幅度加深;库销比环比改善。本季度冠军、超级安踏新店态店效表现出色,PG7、欧文等明星产品势头良好,波动零售环境下持续展现活力。FILA:超预期稳健增长...

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