李寧(02331.HK):已有95%門店恢復營運 奧運會延期對公司業務沒大影響
李寧(02331.HK)聯席行政總裁高(土反)武史在電話會議上表示,1月份的銷售仍維持強勁的勢頭,但隨著疫情在1月底起逐漸擴大,2月份的客流量大幅減少及門店關閉,為2月份線下銷售帶來很大影響。但公司在2月份首周已對公司上半年整體的銷售作出評估,目前的情況仍與當時的評估一致。另外,工廠已基本上復工,產能已完全恢復,已有95%的門店恢復正常營運。他相信,若疫情轉好的趨勢不變,公司的業績亦會在不久的將來回復到正常狀態。
對於很多大型體育賽事因為疫情的影響已停辦。他指出,公司的生意並不止是依靠大型體育賽事去帶動。雖然去年公司已就今年奧運會作出準備,但商品的投入都在可控制的範圍之內,在得知奧運會延期的消息後已作出及時的應對。因此,奧運會延期對公司的業績及預算都沒有太大影響。
首席財務官曾華鋒坦言,現時不能就疫情對公司首季零售額及流水的影響作回應,透露在兩至三星期後會有公告。另外,現時亦很難就今年的表現作預測,因為不知道表現會在何時迎來反彈,以及有多深的反彈。公司會聚焦於可控的事情上,例如是減省成本,公司的成本結構有很多浮動的部分可以調控。
主席兼聯席行政總裁李寧表示,中國李寧店至2019年底總店數達120家,渠道主要集中於二線及以上重點城市,目標至2020年底達170至200家,但相關目標仍要視乎疫情的情況。
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