特步(01368.HK):主品牌今年將新開200至300家店
截至去年底,特步(01368.HK)品牌店舖總數達6,021間,淨減少358間,但總銷售面積與去年相若,首席財務官楊鷺彬解釋,主要由於期內關閉的店面面積較小。主席兼行政總裁丁水波透露,主品牌今年將新開200至300家,數量不算多,主要在店舖結構上作改變,計劃擴充部分面積較小的店舖,以提升台面效率。
新品牌方面,時尚運動業務蓋世威(K-SWISS)及帕拉丁(Palladium)去年錄經營虧損逾1億元人民幣,他解釋,新收購品牌經整合及疫情影響,預期今年將持續錄得虧損,但幅度料較去年收窄,帕拉丁今年計劃開30至50家新店;而蓋世威因品牌重塑,開店計劃要延至今年底至明年初。
他又指,專業運動品牌索康尼(Saucony)及邁樂(Merrell)內地業務仍處於發展早期階段,今年亦將開店30至50家,受新開店計劃影響,預期今年或錄得虧損9,000萬至1億元人民幣,當中集團佔約一半。
去年電子商務業務佔收入約25%,丁水波預期未來可能提升至30%以上,認為未來除天貓、京東(09618.HK)等傳統電商外,直播社交媒體等新渠道也會更多有發展機會。
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