思捷環球(00330.HK):香港業務客流量受社會事件影響下跌四成
思捷環球(00330.HK)執行主席柯清輝在記者會上表示,近期的社會事件導致香港區的店舖客流量下跌40%,銷售表現亦因而受影響,但香港區佔集團業務比重很少,對集團影響不大。
他又指,看到香港舖租受社會事件影響而有大幅度回落,待社會事件平息後,會留意有沒有在香港開新店的機會。他有信心在產品質素及定位改善的情況下,業務在香港區仍在擴展空間。
行政總裁Anders Kristiansen則表示,集團計劃提升網上商店平台,已挑選軟件公司Salesforce為項目合作夥伴,料會在明年春季先在英國市場推出,若試行成功會在年中再推展至較大的市場。
他相信,公司會在2至2.5年內重拾盈利能力。公司會進一步減少折扣,專注於有盈利的銷售,料毛利率在未來三年將有最少3至5個百分點的提升。
展望2019至2020財年,預期收入會有低雙位數跌幅,毛利率會有輕微增長,會維持有選擇性的資本開支,隨著在科技上的投資將會按年錄得上升。而集團已減少31%非店舖員工,目前沒有進一步裁減人手的計劃。
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