L'OCCITANE(00973.HK)2022財年上半年銷售淨額為7.25億歐元
格隆匯10月26日丨L'OCCITANE(00973.HK)公佈,截至2021年9月30日止六個月,2022財年上半年,集團的銷售淨額為7.25億歐元,按固定匯率計算增長18.6%。核心品牌L’Occitaneen Provence錄得令人鼓舞的增長,於2022財年上半年的增長率達21.7%,對整體增長貢獻87.4%。2022財年上半年按固定匯率計算,ELEMIS的增長加快至33.1%,主要受美國郵輪業務逐步回覆,以及英國在結束封城措施後水療業務強勁反彈所帶動。然而,Lime Life的銷售下跌28.7 %,此乃由於去年COVID -19開始期間的銷售及招募數字激增,導致出現高基數效應。除台灣外,所有主要市場持續改善,於2022財年上半年錄得令人鼓舞的增長。
按固定匯率計算,巴西、香港、俄羅斯及中國分別增長81.3%、64.2%、45.2%及23.2%。台灣的銷售受本年度的多項封城及限制措施影響,與2021財年上半年的強勁表現比較,2022財年上半年下跌8.0%。
2022財年第二季度整體銷售額按報吿匯率計算增長13.3%,按固定匯率計算增長11.4%。增長強勁乃得益於核心品牌L’Occitane en Provence的抵禦能力(按固定匯率計算增長10.9%)及ELEMIS的增長加快(按固定匯率計算增長42.6%)。2022財年第二季度,中國對整體銷售額的貢獻仍然最大,這歸功於活躍的網上及實體銷售。2022財年第二季度實體批發渠道強勁復甦,尤其是亞洲的旅遊零售。網上渠道保持強勁,與2021財年第二季度64.6%的優秀增長比較,2022財年第二季度增長11.6%。倘不計及Lime Life,2022財年第二季度網上渠道錄得超過20%的增長,乃由於2022財年第二季度網上合作伙伴渠道表現出眾並錄得中雙位數字的增長。
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