名创优品午后拉升逾8%!明日将发一季报,机构称其同店趋势改善

老虎资讯综合
22 May

5月22日,名创优品午后拉升逾8%!明日将发一季报,机构称其同店趋势改善。

名创优品将于5月23日发布2025年一季度业绩。瑞银近期指出,名创优品国内同店销售增长(SSSG)趋势将在2025年第一季度实现转机。策略包括:1)优先提升门店品质而非数量;2)专注于核心知识产权(IP)并增加产品深度而非广度。

信达证券指出,名创优品25Q1同店趋势改善,公司运用供应链多元化,当前美国业务直采比例已近40%,同时建立东南亚、拉美等多国供应链应对制裁风险。后续IP通过自有IP、投资孵化IP及第三方合作同步推进,迪士尼、三丽鸥等长青IP将继续通过独家框架深挖品类合作。

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