瑞信:因疫情和需求疲軟 料內地運動服裝第四季銷量持平
瑞信中國消費品行業分析師徐靜表示,內地運動服裝零售銷量第三季有所改善,由於疫情令庫存水平提高,令促銷活動增加,不利其利潤;她指,疫情干擾和需求疲軟仍然是當前的阻礙,主要是10月的嚴格封城措施,以致約10%至15%門店目前仍然是關閉,同時部分疫情緩和地區的人流仍然按年下跌,料第四季銷量大致上按季持平。若情況未能改變,第四季或會按季下跌,以致庫存週期延後至明年。
展望未來,她表示,對內地運動服裝行業感樂觀,料未來數年,該行業規模錄得雙位數的複合增長。
她表示,今年「雙十一」購物節首五天的推廣期,商品總價值最高的10個化妝品品牌之中,國產品牌佔了三個;她認為,大多主要國際化妝品品牌在促銷期間提供更高優惠折扣。相比之下,國產品牌反而提高了價格,這主要是受惠於更多的研發投入和產品升級,預期性價比更高的中國品牌會在未來持續跑贏。
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