李寧(02331.HK):第三季度同店銷售按年錄得20%-30%高段增長
格隆匯10月25日丨李寧(02331.HK)披露2021年第三季度最新運營狀況,同店銷售方面,以去年同季度伊始已投入運營的李寧銷售點計算(不包括李寧YOUNG),截至2021年9月30日止第三季度,整個平台的同店銷售按年錄得20%-30%高段增長。就渠道而言,零售(直接經營)渠道錄得30%-40%低段增長及批發(特許經銷商)渠道錄得20%-30%中段增長,電子商務虛擬店鋪業務按年增長為30%-40%中段增長。
零售方面,截至2021年9月30日止第三季度,李寧銷售點(不包括李寧YOUNG)於整個平台的零售流水按年錄得40%-50%低段增長。就渠道而言,線下渠道(包括零售及批發)錄得30%-40%高段增長,其中零售渠道錄得30%-40%中段增長及批發渠道錄得30%-40%高段增長;電子商務虛擬店舖業務錄得50%-60%中段增長。
銷售點數量方面,截至2021年9月30日,於中國,李寧銷售點數量(不包括李寧YOUNG)共計5,803個,較上一季末淨增加99個,本年迄今淨減少109個。在淨減少的109個銷售點中,零售業務淨減少56個,批發業務淨減少53個。截至2021年9月30日,於中國,李寧YOUNG銷售點數量共計1,137個,較上一季末淨增加96個,本年迄今淨增加116個。
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