波司登(3998.HK):23/24年度業績重磅發佈,再次大超預期!
6月27日晚,波司登(3998.HK)披露23/24財年業績。截至2024年3月31日,公司實現營收【232.1】億元,同比增長【38.4】%;淨利潤實現【31.2】億元,同比增長【44.7】%,集團營收和淨利潤連續-多年創同期歷史新高。
值得一提的是,集團經營溢利增速再次快於收入增速,經營效率顯著提升,經營溢利率提升至【18.9】%,業績再次大超預期。
主營業務方面,波司登核心業務大踏步提升,品牌羽絨業務收入為【195.2】億元,同比增長【43.8】%;貼牌加工管理業務依然保持穩定且健康的發展,收入為【26.7】億元,同比增長【16.4】%,均創歷史新高。
產品創新方面,公司持續豐富產品品類,拓展增量業務,如衝鋒衣、防曬衣等均表現亮眼,不斷豐富收入結構,進一步打開未來業績成長空間。
渠道建設方面,夯實渠道結構升級,聚焦Top店標杆引領,進一步做實單店經營提質增效,提升經營效率。
庫存週轉天數穩步下降,截止2024年3月31日,波司登集團庫存週轉天數為【115】天,較去年同期有【29】天的下降,彰顯了波司登在旺季銷售中的高效商品管理能力、在面對不確定風險因素時的強大經營韌性,對持續推行的小單快返、拉式補貨、全渠道商品一體化運營機制提供了更靈活的基礎和空間。
此外,波司登重視踐行可持續發展理念,並且通過長期堅持不懈的努力,集團ESG水平得到國際權威評級機構MSCI的持續認可,ESG評級維持A,在中國紡織服裝業處於領先水平。
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