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特步(01368.HK):主品牌销售在7至8月基本已回复单位数增长 料下半年表现会更好
阿思达克 08-28 16:55
特步国际(01368.HK)首席财务官杨鹭彬在网上会议上指出,看到特步主品牌的营运表现持续改善,从第一季度录得超过20%中端销售流水的下跌,改善至第二季的单位数跌幅,及至7至8月基本上已维持在单位数的增长,预计下半年的表现会比上半年好,相信疫情受控後一定会恢复不错的增长。

他又提到,受到疫情的影响,公司的开店计划有变,由原来的计划开50至80家店,下调至开30至50家店,主要都是旗下品牌「saucony」所开。至於「K-SWISS」品牌目前处於整合阶段,料要到明年年底或後年年初才会有成品在中国内地推出及开店。「Palladium」在中国将开30至50家自营店,有信心在疫情过後会马上录得盈利。

主席兼行政总裁丁水波表示,新品牌「K-SWISS」及「Palladium」在海外的业务目前看来没有恢复的迹象,因此仍没有办法做出业绩,但是幸好海外都是批发业务,意味相对来说较为轻资产,对公司影响较少。至於在国内料须3年至3年半时间达至收支平衡。

他又指,由於主品牌第一季及第二季的零售价格是一早定好,因此没有做太大调整,只是对零售商作出了一些支持。他相信自第四季开始,大众运动的产品价格将会有所调低,料会对毛利率带来2个百分点的影响,料届时毛利率会在40至41%水平。

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