思捷环球(00330.HK):香港业务客流量受社会事件影响下跌四成
思捷环球(00330.HK)执行主席柯清辉在记者会上表示,近期的社会事件导致香港区的店铺客流量下跌40%,销售表现亦因而受影响,但香港区占集团业务比重很少,对集团影响不大。
他又指,看到香港铺租受社会事件影响而有大幅度回落,待社会事件平息後,会留意有没有在香港开新店的机会。他有信心在产品质素及定位改善的情况下,业务在香港区仍在扩展空间。
行政总裁Anders Kristiansen则表示,集团计划提升网上商店平台,已挑选软件公司Salesforce为项目合作夥伴,料会在明年春季先在英国市场推出,若试行成功会在年中再推展至较大的市场。
他相信,公司会在2至2.5年内重拾盈利能力。公司会进一步减少折扣,专注於有盈利的销售,料毛利率在未来三年将有最少3至5个百分点的提升。
展望2019至2020财年,预期收入会有低双位数跌幅,毛利率会有轻微增长,会维持有选择性的资本开支,随着在科技上的投资将会按年录得上升。而集团已减少31%非店铺员工,目前没有进一步裁减人手的计划。
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