李宁(02331.HK):下半年零售市道不明 不会为去库存忽视毛利表现
李宁(02331.HK)联席行政总裁高(土反)武史在网上会议上表示,由於对疫情的发展具不确定性,因此对下半年的零售市道状况仍不清楚,公司今年优先要做的是健康平稳地渡过疫情时期,并为未来疫情後的业务发展做好准备,强调对後市的看法不会太乐观,亦不会太悲观,希望今年度的整体净利润率能达到10.5%以上。
他又透露,已为今年的库存管理制定明确目标,冀今年底能将库存维持在可控范围内。他留意到由於上半年各市场环境欠佳,很多企业及品牌进行了有冲击力的打折举动,令上半年的市场竞争较为激烈。而公司在折扣的策略上会配合库存变化来作出,不会为了去库存而忽视毛利率表现,希望能在折扣率不大的情况下有效消化库存。
截至6月底,李宁销售点数量(不包括李宁YOUNG)於中国共计5,973个,今年来净减少476个。高(土反)武史指出,由於不确定疫情发展,因此对下半年的销售网点数目没有明确指引,经评估後认为没有可能改善的亏损店铺或会关闭。
公司每年都会在纽约时装周及巴黎时装周作品牌推广。他坦言,受到疫情影响,公司今年难以作时尚性推广,将会尝试以前没有做过的方法,在不久的将来把线下的时装骚与线上结合,以为消费者带来不同的体验。
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