On Holding有意放缓批发增长,以维护高端品牌定位

投资观察
Yesterday

1032 ET——On Holding首席财务官Frank Sluis透露,在最新季度中,该公司刻意抑制了部分批发渠道的增长。这家瑞士跑鞋制造商的直接面向消费者销售额在第二季度飙升26%,相比之下,批发业务增长则较为温和,仅微增4.8%。Sluis在与分析师的电话会议中表示,公司有意限制批发出货量,以避免零售商库存积压。通过这种克制策略,On Holding旨在保护品牌在当前折扣泛滥的市场中维持高端定价。“这确实牺牲了部分批发增长,但它保护了我们的合作伙伴、库存健康以及高端定位,同时确保我们能在2027年推出我们认为卓越的创新产品时占据最佳位置,”Sluis如是说。受此影响,On Holding股价下跌19%。

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