老百姓(603883.SH):1-9月共新增門店2590家 直營門店淨增1311家
格隆匯9月22日丨老百姓(603883.SH)公佈,截至2023年9月15日,公司擁有門店13,061家,其中:直營門店8,960家,加盟門店4,101家,加盟門店佔比31.40%。與2022年末10,783家門店相比,公司2023年1-9月共新增門店2,590家,關閉門店312家,淨增門店2,278家,淨增長21.13%。其中,直營門店淨增1,311家,淨增長17.14%,加盟門店淨增967家,淨增長30.86%。
門店增長主要原因
(一)國家經濟穩健增長、國民健康需求持續提升以及人口老齡化的影響,醫藥零售行業整體規模長期呈現穩健增長。同時,因醫藥分離、帶量採購、門診統籌等政策的逐步推進,處方外流趨勢進一步明確。再次,隨着醫藥零售行業連鎖化率和市場集中度的持續提升,零售藥房合規化、專業化要求不斷提高,龍頭藥店優勢凸顯。
(二)公司門店覆蓋20個省市,通過"自建、併購、加盟、聯盟"四駕馬車的網絡擴張方式,"聚焦+下沉"拓展"9+7"省優勢市場,快速提升目標市場市佔率。同時,運用數智化方式提升精細化管理,通過慢病管理等專業温暖的服務提升顧客滿意度、復購率。
(三)公司加盟業務高速增長,加盟店總數突破4,000家行業領先。第一,公司加盟店實施類直營的"七統一"高標準管理,商品100%配送,保障加盟店的發展質量。第二,公司網絡廣覆蓋,給加盟業務發展提供了廣闊的發展空間。第三,公司直營的長期經營,已經在覆蓋區域形成了良好的市場口碑、豐富的商品資源並建立起強大的物流配送體系,具備高效的協同效應。第四,下沉市場成為公司重點發展方向。長期紮根基層市場的加盟商在當地具備資源優勢,能更好地服務基層市場。
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