美东时间13:10——据瑞穗证券分析报告指出，好市多旗下Kirkland Signature自有品牌正通过一系列低价新品全面发力，在当前消费者持续看重性价比的背景下展现出强劲势头。分析师David Bellinger表示，Kirkland产品的扩张同时给全国性品牌带来压力。他举例称，Kirkland新推出的能量饮料已对Celsius股价形成压制并引发媒体关注，此前其新鲜狗粮产品的推出也曾冲击Freshpet股价。Bellinger还提到，Lululemon也因Kirkland推出的平价瑜伽裤仿款而面临竞争压力。
“单一新品虽不足以推动好市多整体业绩显著增长，但规模达900亿美元的Kirkland全球品牌影响力依然坚如磐石。”Bellinger强调，在消费者面临物价高企、通胀粘性及油价波动的环境下，该品牌的高性价比策略正持续赢得市场。随着Kirkland产品线不断拓宽，其以价格优势渗透细分市场的战略正在重塑零售行业竞争格局。
（注：原文中记者邮箱及版权信息已按规则隐去）
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