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安踏(02020.HK):目標未來三年安踏品牌流水保持雙位數增長 FILA實現至少400億元流水
阿思達克 10-17 17:39
安踏體育(02020.HK)在北京召開以「多品牌協同與價值」為主題的全球投資者大會,發佈未來三年,即2024年至26年期間的發展規劃,目標未來三年安踏品牌流水將保持雙位數增長;FILA品牌將實現400至500億元的流水目標;DESCENTE與KOLON SPORT將力爭打造集團的第三個百億品牌。 集團表示,會力爭實現2025年中國市場份額第一,2030年全球領先的戰略目標;在未來三年,集團將聚焦大眾專業運動賽道,圍繞「專業突破、品牌向上」的核心戰略,重點突破跑步、籃球等核心品類,加大創新和數字化投入,持續強化產品品質價值比優勢和多元化多模式的終端體驗。 集團表示,近兩年運動鞋服行業復甦速度跑贏消費大盤,並呈現出消費兩極分化、需求小眾細分、行業集中度下降等趨勢。從頂尖到大眾,運動鞋服在不同消費層級均保持中高速增長,依然是一條優質賽道。 集團相信,隨著戶外、兒童及女性等市場的快速增長,運動鞋服的新場景新品類的機會仍在不斷湧現,集團的多品牌協同價值將進一步突顯,對未來的發展充滿信心。(ca/u) ~
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