周二盘中，名创优品（股票代码：MNSO）股价大跌5.01%，引发市场关注。这一跌幅反映了投资者对公司最新业绩表现的担忧。
根据最新财报显示，尽管名创优品2024年营收和净利润均有所增长，但公司国内同店GMV增长率出现了高个位数下降，与2023年30%-35%的增长率相比，降幅明显。这一数据表明，名创优品单店吸金能力已出现较大幅度的下降。不仅国内市场面临挑战，海外市场的同店GMV增长率在2024年也仅为中个位数，远低于2023年的25%-30%。
面对业绩压力，名创优品正在采取多项措施。公司创始人叶国富表示，将对渠道和加盟商结构进行优化，包括关闭部分开店时间较久且选址不佳的门店。同时，公司正积极布局新业务，如分拆潮玩集合店TOPTOY以谋求独立上市，并收购了永辉超市29.4%的股份，试图在零售领域寻求新的增长点。然而，这些战略调整能否扭转公司业绩下滑趋势，仍有待市场进一步观察。
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