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李寧(02331.HK):下半年零售市道不明 不會為去庫存忽視毛利表現
阿思達克 08-14 12:39
李寧(02331.HK)聯席行政總裁高(土反)武史在網上會議上表示,由於對疫情的發展具不確定性,因此對下半年的零售市道狀況仍不清楚,公司今年優先要做的是健康平穩地渡過疫情時期,並為未來疫情後的業務發展做好準備,強調對後市的看法不會太樂觀,亦不會太悲觀,希望今年度的整體淨利潤率能達到10.5%以上。

他又透露,已為今年的庫存管理制定明確目標,冀今年底能將庫存維持在可控範圍內。他留意到由於上半年各市場環境欠佳,很多企業及品牌進行了有衝擊力的打折舉動,令上半年的市場競爭較為激烈。而公司在折扣的策略上會配合庫存變化來作出,不會為了去庫存而忽視毛利率表現,希望能在折扣率不大的情況下有效消化庫存。

截至6月底,李寧銷售點數量(不包括李寧YOUNG)於中國共計5,973個,今年來淨減少476個。高(土反)武史指出,由於不確定疫情發展,因此對下半年的銷售網點數目沒有明確指引,經評估後認為沒有可能改善的虧損店舖或會關閉。

公司每年都會在紐約時裝周及巴黎時裝周作品牌推廣。他坦言,受到疫情影響,公司今年難以作時尚性推廣,將會嘗試以前沒有做過的方法,在不久的將來把線下的時裝騷與線上結合,以為消費者帶來不同的體驗。

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