L'OCCITANE(00973.HK):2021財年九個月實現銷售淨額11.894億歐元
格隆匯 1 月 26日丨L'OCCITANE(00973.HK)發佈公吿,2021財年九個月,集團的銷售淨額為11.894億歐元,按固定匯率計算下降5.4 %,較2021財年上半年進一步改善。集團的網上渠道( 包括自營電子商務、網上商城、數字直銷及網上合作伙伴渠道)繼續表現出色,截至2021財年九個月錄得71.8%的可觀增長,佔總銷售淨額的38.1%(2020財年九個月:21.0%)。儘管經營條件艱難,但零售渠道較2021財年第二季度進一步改善。例如,在2021財年第三季度,若干歐洲及美洲國家恢復封城措施,於2020年12月底,集團約10%的店鋪暫時關閉。集團亦在2021財年九個月期間關閉44間表現不理想的店鋪。
集團所有主要品牌在2021財年第三季度均實現增長。L’Occitane en Provence在2021財年第三季度恢復3.0%的增長,主要是受網上渠道中雙位數增長的帶動。就地區而言,亞洲為整體增長貢獻最多,在2021財年第三季度在中國、日本、台灣及韓國均實現雙位數增長。受益於中國、日本及韓國的國內旅遊熱潮以及網上宣傳活動,亞洲的旅遊零售銷售在2021財年第三季度亦反彈至增長。另一方面,歐洲及美洲受收緊的限制措施影響,但對集團整體業績的影響則由亞洲的可觀增長所抵銷。ELEMIS在2021財年第三季度按固定匯率計算實現令人鼓舞的18.8%增長,主要由於英國的強勁增長以及中國及俄羅斯的進一步網絡擴張。在2021財年上半年的強勁表現後,Lime Life在2021財年第三季度仍維持7.8%的可觀增長。其他品牌在2021財年第三季度的增長主要由Erborian的雙位數增長實現。
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