三隻松鼠(300783.SZ)半年度淨利潤預增81.03%-94.34%
格隆匯7月15日丨三隻松鼠(300783.SZ)公佈,預計2021年半年度歸屬於上市公司股東的淨利潤3.4億元-3.65億元,同比增長81.03%-94.34%。具體變動原因如下:
1、公司在今年持續優化貨品管理、加強價格管理體系提升產品毛利率;通過改變物流倉配模式、提升物流倉配效率降低物流費用。
2、繼去年縮減SKU後帶來運營效率的提升,持續不斷優化產品線,運營效率進一步提升,實現了整體盈利能力的提高。
三隻松鼠是一家全渠道經營、全品類覆蓋以休閒食品為核心的多品牌公司,向消費者提供豐富可選的休閒食品與服務。堅果是公司最具競爭力的優勢品類,公司持續聚焦“堅果品類”並將在今年下半年以全新的產品定位夯實主品牌心智。延續始自2020年基於“互聯網去中心化”環境變化做出圍繞“規模與利潤”的戰術調整,在2021年,三隻松鼠主品牌將堅定“利潤產出”作為戰略調整期的導向。
主品牌方面,公司更加關注可持續、有用户價值的營收增長,會持續主動優化不符合未來戰略的短期行為,短期內可能出現營收收窄;新品牌方面,將聚焦小鹿藍藍的培育成長,短期內以營收為導向,對於戰略性投入的過程中可能會出現利潤波動,但以此為新起點堅定邁向千億征程。正所謂:正道創業主義真,自信奮鬥精氣神;雄關漫道真如鐵而今邁步從頭越!
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