361度(1361.HK):流水持续领跑 电商、童装环比提速

华泰证券
15 Jan

361 度发布4Q24 营运表现:4Q24 361 度主品牌线下渠道零售金额实现同比10%的正增长,童装品牌线下渠道零售金额同比增长10~15%,在高基数下仍取得较佳增长(4Q23:主品牌超过20%,童装品牌约40%)。电商平台看,361 度整体流水同比实现30~35%的增长。公司作为国内头部运动服饰品牌,质价比优势明显,流水表现持续行业领先水平,同时海外市场逐步布局,我们持续看好公司中长期发展,...

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