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特步(01368.HK):主品牌銷售在7至8月基本已回復單位數增長 料下半年表現會更好
阿思達克 08-28 16:55
特步國際(01368.HK)首席財務官楊鷺彬在網上會議上指出,看到特步主品牌的營運表現持續改善,從第一季度錄得超過20%中端銷售流水的下跌,改善至第二季的單位數跌幅,及至7至8月基本上已維持在單位數的增長,預計下半年的表現會比上半年好,相信疫情受控後一定會恢復不錯的增長。

他又提到,受到疫情的影響,公司的開店計劃有變,由原來的計劃開50至80家店,下調至開30至50家店,主要都是旗下品牌「saucony」所開。至於「K-SWISS」品牌目前處於整合階段,料要到明年年底或後年年初才會有成品在中國內地推出及開店。「Palladium」在中國將開30至50家自營店,有信心在疫情過後會馬上錄得盈利。

主席兼行政總裁丁水波表示,新品牌「K-SWISS」及「Palladium」在海外的業務目前看來沒有恢復的跡象,因此仍沒有辦法做出業績,但是幸好海外都是批發業務,意味相對來說較為輕資產,對公司影響較少。至於在國內料須3年至3年半時間達至收支平衡。

他又指,由於主品牌第一季及第二季的零售價格是一早定好,因此沒有做太大調整,只是對零售商作出了一些支持。他相信自第四季開始,大眾運動的產品價格將會有所調低,料會對毛利率帶來2個百分點的影響,料屆時毛利率會在40至41%水平。

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