中國動向(03818.HK)第三季度Kappa品牌店鋪電商業務增長40%-50%
格隆匯1月17日丨中國動向(03818.HK)公佈,2019/20財年第三季度,該集團Kappa品牌店鋪(不含Kappa童裝業務及日本業務)於整個平台零售流水按年取得10%–20%低段增長。其中,線下業務錄得中單位數增長,電商業務取得40%–50%低段增長。整個平台2019/20財年累計零售流水按年錄得10%–20%低段增長。其中,線下業務錄得中高單位數增長,電商業務取得40%–50%低段增長。
以去年同季度伊始已投入運營的Kappa品牌店鋪(不含Kappa童裝業務及日本業務)計算,2019/20財年第三季度,整個平台同店銷售按年錄得中高單位數增長。其中,線下業務錄得中低單位數下降,電商業務取得40%–50%低段增長。整個平台2019/20財年累計同店銷售按年錄得中單位數增長。其中,線下業務錄得中低單位數下降,電商業務取得40%–50%低段增長。
截至2019年12月31日止第三季度,該集團Kappa品牌店鋪數量為1,186間(不含Kappa童裝業務及日本業務),對比2019年3月31日淨減少23間。下一步集團將繼續加大關閉低效店鋪的力度。
公司表示,通過在渠道、產品和供應鏈管理方面的深度改革,該集團Kappa品牌業務取得了預期內的效果。總體來看,目前銷售增長動力主要來源於渠道端的開發,而同店表現因產品表現不穩定有所波動。按渠道屬性劃分,奧萊渠道和購物中心的業務表現增長穩定。按業務結構劃分,電商業務和部分銷售大區各項指標表現出色。同時,集團通過完成了支持“類直營”運營模式的前後台組織設置,庫存管理已初見成效,存貨水平有所下降。
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