鹽津鋪子(002847.SZ)半年度扣非淨利潤預增98.89%-107.69%,多個渠道、多個品類實現快速發展
格隆匯7月7日丨鹽津鋪子(002847.SZ)公佈,預計2023年半年度歸屬於上市公司股東的淨利潤2.4億元-2.5億元,同比增長86.29%-94.05%;扣除非經常性損益後的淨利潤2.26億元-2.36億元,同比增長98.89%-107.69%。
公司多個渠道、多個品類實現快速發展,2023年1-6月營業收入同比去年實現較大幅度增長,聚焦七大核心品類:辣滷零食、深海零食、烘焙、薯片、蒟蒻、鵪鶉蛋以及果乾,全力打磨供應鏈,精進升級產品力,完善“產品+渠道”雙輪驅動增長模式,努力實現“產品領先+效率驅動”。產品全規格發展:除優勢散裝外,全力發展定量裝、小商品以及量販裝產品,滿足消費者各種場景的零食需求。全渠道覆蓋:在保持原有KA、AB類超市優勢外,重點發展電商、CVS、零食專賣店、校園店等,與當下熱門零食量販品牌零食很忙、零食有鳴、趙一鳴等深度合作,在抖音平台與主播種草引流,持續打造新的爆品,品牌影響力和渠道勢能持續增強。
2023年1-6月,大豆油、棕櫚油、黃豆等部分原材料價格有所回落,白糖價格上升,整體生產成本有所下降。
公司經歷2021年轉型升級之後,2022年第二季度起轉型升級效果逐步顯現,公司產品從【高成本下的高品質+高性價比】逐漸升級成為【低成本之上的高品質+高性價比】,由渠道驅動增長升級為【產品+渠道】雙輪驅動增長;公司堅持消費者需求導向,聚焦品牌建設,全方位升級和創新。公司銷售產品和銷售渠道實現結構性持續優化,各核心品類通過全渠道拓展實現穩健增長。
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