新秀丽(1910.HK):全球箱包行业领导者 多品牌多区域发展可期

民生证券
11 Jan

新秀丽是全球最大的旅行箱公司。新秀丽的创立可回溯到1910 年,距今已有114 年历史,起源于美国,现业务已遍布全球。旗下主要有新秀丽、Tumi、American Tourister 三大品牌。2011 年公司在中国香港上市。2011-2019 年,通过内生和外延发展,公司收入从16 亿美元增长至36 亿美元,CAGR 约11%。2020 年受疫情冲击,公司收入大幅下滑,2023 年收入基本恢复到...

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