直销业务激增推高On Holding运营支出

投资观察
Yesterday

1102 ET - On Holding第二季度销售、一般及行政费用飙升近19%,达到4.363亿瑞士法郎(约合5.384亿美元)。首席财务官Frank Sluis在与分析师的电话会议上表示,这一增长符合预期——这家跑鞋制造商正优先发展直销业务,其运营成本远高于批发零售。直销收入同比增长了26%。尽管成本高企,Sluis强调这笔投入是值得的。他称直销是On Holding“最具影响力的渠道、利润率最高的渠道,也是我们最能清晰把握品牌势头的窗口”。他指出:“这是我们全面定义品牌体验的阵地。因此,看到它驱动业务增长,是我们最满意的成果之一。”On Holding股价暴跌19%。

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