莎莎國際(00178.HK)第三季度零售及批發業務營業額下跌27.3%
格隆匯1月15日丨莎莎國際(00178.HK)公佈,由2019年10月1日至12月31日止第三季度,集團整體零售及批發業務營業額按年下跌27.3%。在香港及澳門特區,零售及批發營業額按年下跌35.2%,同店銷售則下降34.7%。跌幅受交易宗數下降32.3%所影響,主要由於內地客的交易宗數下跌50.8%,本地客則下跌9.1%。而本地客及內地客的每宗交易平均金額則分別上升3.0%及3.5%,但顧客組合的比例轉變導致整體每宗交易平均金額下跌7.5%。
在香港特區,由於內地訪港人數跌勢加劇,於11月份更跌逾五成,拖累第三季度內地客的交易宗數急劇下降71.7%,而本地客亦下跌9.5%,導致第三季度香港特區的銷售額按年下跌47.5%。其中,12月份的銷售表現輕微好轉,按年跌幅減至45.8%,主要由於本地客的銷售因滯後消費於當月錄得正增長,而內地訪客方面則無重大改善。
澳門特區的銷售表現則較為理想,自8月至12月錄得雙位數字的按年銷售增長,主要由於部份中國內地旅客的消費力由香港特區轉至澳門特區,澳門特區於第三季度錄得18.6%的銷售增長。
監於香港特區嚴峻的經營環境未見明顯放緩,集團將繼續推行各項措施減省整體成本以維持競爭力和恢復盈利能力。由於租金成本乃最大營運開支之一,集團已開始縮減香港的店鋪網絡,因應店鋪的銷售表現、每區的業務情況及減租幅度而定,暫定計劃於未來18個月內關閉約20%至25%的店鋪,大部分以影響較大的遊客區為主,並已於第三季度關閉6間,使第三季內香港特區的店鋪數目淨減少3間。
於第三季度,香港及澳門特區以外的市場(包括中國內地、新加坡、馬來西亞和電子商貿)的零售及批發業務營業額則上升15.1%。不過,由於電子商貿的發展重心轉移,第三季度的電子商貿銷售額按年下跌10.7%。
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