湯臣倍健(300146.SZ):目前行業在滲透率層面仍然有很大的增量空間
格隆匯1月12日丨湯臣倍健(300146.SZ)在接待機構投資者調研時表示,目前行業在滲透率層面仍然有很大的增量空間,在藥店渠道公司的增長機會來自:(1)品種機會:實施多組合產品策略,進一步拓展全品類發展空間;(2)提升單店產出:加強終端動銷和服務,沉澱用户資產,提高指定購買和復購率;(3)增加銷售網點:渠道下沉、提升品種分銷等。公司在線下覆蓋網絡、經銷商體系和服務質量等方面有比較大的優勢,未來將繼續從這塊穩定的市場去擴大份額。
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