良品鋪子(603719.SH)完成首次股票回購，彰顯公司對未來發展前景的信心
7月22日晚間，良品鋪子(603719.SH)發佈公吿，公司通過集中競價方式首次回購股份數量為191,300股，佔公司目前總股本的比例為0.05%，成交均價34.89元/股，成交的最高價為35.00元/股，成交的最低價為34.71元/股，支付的總金額為6,674,318.00元(含交易費用)。
7月7日，基於對公司未來發展前景的信心和對公司價值的高度認可，經充分考慮公司的財務狀況、經營狀況和發展戰略，良品鋪子推出了首份回購計劃，擬斥資7500萬元-1.5億元回購股份，回購價格不超過69.85元/股，回購股份將用於實施股權激勵計劃或員工持股計劃。
良品鋪子是國內休閒零食行業惟一的線上線下渠道均衡佈局企業，公司全渠道經營優勢明顯。今年一季度，公司線上銷售額14.88億元，同比增長33.27%，線下銷售額13.28億元，同比增長31.57%，全渠道均衡發展優勢進一步顯現。
渠道拓展方面，截至一季度末，公司的線下直營門店和線下加盟門店一共有2746家，分佈於20多個省/自治區/直轄市，線上渠道，則在第三方電商平台上總共設立了79個2B和2C的平台電商子渠道。
在技術研發、產品創新的驅動下，良品鋪子繼續深耕細分人羣需求，其中兒童零食繼續領跑行業，截至2020年底，兒童零食品牌小食仙實現銷售收入2.23億元，2021年一季度，良品鋪子兒童零食終端銷售額超過8000萬元，同比增長60%，良品鋪子已在兒童零食細分市場中處於銷量領先地位。
東方證券分析師認為，休閒食品行業空間廣闊，但下游多元善變的需求以及生態體系的持續變革是業內公司經營難點，良品鋪子通過全品類覆蓋、全渠道佈局模式應對行業快速變化的環境，有望為業績穩健性提供保障。
上半年國內消費市場呈現穩步恢復、持續回暖的發展態勢。近期，各項促消費政策陸續出台，將進一步釋放國內市場消費潛力，專家表示，下半年國內經濟將持續恢復，新消費業態蓬勃發展，再加上中秋、國慶、雙十一、雙十二等節日助推，消費市場將持續復甦。同時，休閒零食行業即將迎來傳統銷售旺季，頭部企業有望保持持續增長態勢。
瑞銀證券策略分析師孟磊指出，下半年看好高質量消費股。隨着市場流動性將有所改善，市場或將在四季度重新關注具有穩定長期增長前景的消費板塊，只要行業的基本面未出現邊際放緩，優質公司的估值仍有望維持高位。
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