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紅豆股份轉型新拐點已至,2023年淨利潤同比增長99.51%
格隆匯 04-24 19:35

4月24日晚,紅豆股份(600400.SH)發佈2023年度業績報吿,公司報吿期內實現營業收入23.3億元;歸母淨利潤3000.56萬元,同比增長99.51%;扣非歸母淨利潤同比增長267.46%。聚焦男裝主業,紅豆股份的Hodo男裝業務23年度營收同比增長23.57%,整體經營業績呈良好增長態勢。

產品方面,公司"0感舒適襯衫"單品策略見效,襯衫品類營收3年持續攀升。財報披露,其襯衫單品類23年度營收攀升至4.48億元,較轉型前2021年度營收同比增長52.38%。

渠道方面,公司加速與高勢能渠道商、聯營商達成合作,系統佈局ShoppingMall類業態,以該類主流渠道高效獲取目標客羣。查閲歷年財報數據,紅豆股份的線下渠道數量已迎來底部反轉。其中,紅豆股份直營門店成長尤為迅速,23年度營收同比增長16.08%、毛利率達59.83%,連續開業12月以上直營店的平均單店營收同比增長34.3%。

近兩年,立足"經典舒適男裝"高端化轉型,隨着以上產品、渠道等戰略配稱動作的逐步落地,紅豆股份舒適戰略升級進入了新發展階段,從賣貨模式向品牌模式轉變,不斷在客單價、連帶率和復購率等指標上取得階段性突破,整體盈利能力有效改善。

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