本周二(5月27日)美股盘前时段, 亚朵 涨超3%,截至发稿报33.47美元:
消息面上,亚朵集团此前公布的财报显示,公司2025财年第一财季净利润为33.35百万美元,同比减少6.77%;其中营业收入为2.62亿美元,同比增加28.43%,每股基本收益为0.24美元。
国金证券点评称,Q1RevPAR降幅环比扩大,预期Q2 有望收窄,Q1零售业务收入增长继续超预期,不断强化深睡领域品牌力。Q1GMV 8.5亿元/+71%,零售收入6.9 亿元/+66.5%、占总收入比重36.4%。
亚朵星球在枕头品类持续第一,3月推出控温被夏季2.0,上市首月天猫、抖音品类销量第一。此外,公司新增三年不超过4亿美元回购计划,股东回报不断提升。维持“买入”评级。
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