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特步(01368.HK):大環境有挑戰 料明年初開索康尼香港首店
阿思達克 08-18 17:19
特步(01368.HK)公布中期業績,持續經營業務之收入升7.1%,當中專業運動分部收入增長32.5%,該業務主要包括索康尼品牌。集團首席財務官丁利智認為,專業跑步板塊的勢頭將持續至下半年,維持該分部全年收入增長30%至40%不變。同時,公司指引全年盈利有10%增長,派息比率維持約50%水平。 特步主品牌方面,集團總裁田忠指業績依然穩健,當中特步少年的增速快於特步成人,而線上銷售增速亦快於線下銷售。丁利智補充,現時線上銷售佔比約30%,料比例會維持。 門店方面,截至今年上半年,特步主品牌門店數量較上年末減少約22間。田忠指,現時不追求大量開店,反而聚焦店效;特步主品牌定位為大眾運動,現時門店集中在三、四線城市,集團會逐漸將門店分布過渡至一、二線城市,但沒有計劃在香港開店。而索康尼品牌預計會於明年1月在港開設首店,公司未有透露選址,田忠透露落戶在「本地人比較認可的商圈」。他又提到,奧萊(Outlet)增長得非常好,未來會繼續提升門店形象及增加面積。 田忠指,集團暫時未有計劃調整價格,因市場現時更注重性價比。他亦指目前大環境不樂觀,有挑戰,但對於運動行業有信心,尤其跑步細分賽道仍增長得很快。
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