水羊股份(300740.SZ):公司整體的費用率是下降的
格隆匯7月31日丨有投資者向水羊股份(300740.SZ)提問:關於銷售費率這一塊,上半年的話,公司的銷售費率還是有一些下降的,之後在營銷這一塊投入的趨勢,或者對於品牌之間大概資源分配的方案是怎樣的。
水羊股份回覆:公司整體的費用率是下降的,可能更多的是來自於效率的提升。其實過去的兩年,市場競爭格局與外部環境的不確定帶來了一些問題。再早一些,一級市場投了大量的創業品牌以及創業公司,對流量造成了非常高的溢價。今天其實整個市場迴歸到了一個比較合理的、理性的這樣一個循環,這個循環對我們費效的提升是有幫助的。再者是我們整個團隊努力適應了這個新的環境,儘管可能大家覺得外部大形勢還是沒有那麼樂觀,但我們的費效是在持續改善和提升的,這也代表我們整個組織建設在這個階段已經看到了明顯的結果,所以並不是節約了廣吿費,而是我們的費效得到了提升。
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