特步国际2024年第四季度表现良好,索康尼更增长50%(简体版)

第一上海
Jan 17, 2025

2024年第四季度营运表现概况:于24年第四季度,特步主品牌的零售销售环比有所提升,同比也增长高单位数(部分受益于黄金周双11节日的带动)。线上渠道估计有20%的增长,儿童也估计有双位数的增长;线下估计有低单位数的增长(受人流的影响,但连带率跟客单价应比较稳定)。折扣率大概是维持在7-75折,环比是略增加(黄金周和双11的折扣一般会多一点);但同比是有所改善。库存周转维持在约4个月的健康水平。...

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