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特步(01368.HK)料全年銷售增長近30% 目前全渠道庫存於健康水平
阿思達克 08-23 15:55
特步(01368.HK)表示,雖然去年下半年基數高,但在每個品牌快速增長下,預計全年銷售目標增長仍能達至接近30%。 特步首席財務官楊鷺彬在業績記者會上表示,特步主品牌受惠國潮趨勢,全年銷售目標為增長接近30%,而K-Swiss海外供應鏈和物流正在改善,但由於外圍經濟有下行風險,全年銷售目標為增長接近30%,至於Saucony、Merrell品牌方面的全年目標銷售增長由原先50%或以上調升為60至70%。 對於利潤率提升空間,楊鷺彬指,特步主品牌每年有穩定利潤率增長,但幅度不會高,因要持續投資拉近與同行距離,由於見到兒童業務有好大增長機會,因此會加大產品研發和推廣費用,亦會控制4個新品牌每年虧損不多於1.5億元,預計今年利潤率將略為下滑0.3至0.5個百分點內,但有信心未來一至兩年隨著兒童業務和新品牌規模擴大,利潤率將有所提升。 問及下半年折扣率,公司指,要視乎庫存水平和行業情況而定,目前公司全渠道庫存在健康水平,定價會繼續按公司一向節奏進行,料下半年產品折扣策略與上半年相約。
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