必瘦站(01830.HK)同店銷售增長雙位數今年計劃開四家概念店
必瘦站(01830.HK)財務總監蘇顯龍出席傳媒午宴時表示,公司2018/19財年收入中有七成是來自香港,其他三成則來自內地及澳門,香港業務方面無創醫學美容服務收入佔比較大,未來亦會在內地引入相關業務,冀複製香港的模式,吸引纖體客戶使用其無創醫美服務,另外亦會探討大灣區的發展機遇。他指出公司連續三年派息比率逾100%,2018/19財年派息比率達117%,主要因為公司有充足的經營現金流,未來派息政策冀可維持100%的水平。
主席兼行政總裁歐陽江指出,未來一年公司仍主要聚焦香港市場,他指出受惠客戶到店頻率提升,帶動同店銷售增長達雙位數,現時香港及內地會員人數分別有20萬人,活躍會員人數不便透露,但香港市場人均消費達六位數,而公司每次推新服務亦可帶動客戶消費提升。
歐陽江表示,公司上財年分別於元朗及太古城開設了兩家概念店,主要引入受歡迎的美容儀器,相關店舖僅需六星期便達收支平衡,快過管理層原先估算的三個月,未來一年料開設四家概念店,冀透過相關層面進一步提升利潤表現。他又指公司滿意近年的增長速度,強調概念店每家資本開支500-600萬元左右,金錢從來不是問題,但由於公司重視人才培訓,新入職員工需訓練半年,故開店規劃亦要配合人手安排等,今年招聘目標為180人。
他又透露公司現時最受歡迎的是眼袋療程,另外去頸紋、去斑、無針埋線及真皮重生療程亦是十大受歡迎療程之一。今年10月1日將推新的BBL療程,透過改變基因表現抗衰老,強調公司會不斷研究外國醫學報告等以引入新療程,捕捉纖體及整容以外的中間市場,認為相關範疇因為需要投資及開發,故暫時未有其他競爭對手,發展空間龐大屬「藍海市場」。
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