李寧(02331.HK):第三季度零售流水(不含李寧YOUNG)按年錄30%-40%低段增長
格隆匯10月21日丨李寧(02331.HK)披露最新訂貨會訂單及運營狀況。
訂貨會表現
以吊牌價計算,特許經銷商於2019年9月份舉辦的2020年第二季度訂貨會的李寧品牌產品訂單(不包括中國李寧及李寧YOUNG),按年錄得10%-20%低段增長。
同店銷售表現
以去年同季度伊始已投入運營的李寧銷售點(不包括李寧YOUNG)計算,截至2019年9月30日止第三季度,整個平台的同店銷售按年錄得10%-20%高段增長。就渠道而言,零售(直接經營)渠道和批發(特許經銷商)渠道均錄得10%-20%低段增長,電子商務虛擬店鋪業務按年增長為50%-60%中段。
零售表現
截至2019年9月30日止第三季度,李寧銷售點(不包括李寧YOUNG)於整個平台的零售流水按年錄得30%-40%低段增長。就渠道而言,線下渠道(包括零售及批發)錄得20%-30%高段增長,其中零售渠道錄得10%-20%中段增長及批發渠道錄得30%-40%中段增長;電子商務虛擬店鋪業務錄得50%-60%低段增長。
銷售點數量
截至2019年9月30日,於中國,李寧銷售點數量(不包括李寧YOUNG)共計6564個,較上一季末淨增加142個,本年迄今淨增加220個。在淨增加的220個銷售點中,零售業務淨減少163個,批發業務淨增加383個。
截至2019年9月30日,於中國,李寧YOUNG銷售點數量共計926個,較上一季末淨增加54個,本年迄今淨增加133個。
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