全品类实现较好流水增长,童装及电商环比提速。24Q4 主品牌下线下流水同比增长10%(24Q3:增10%,23Q4:增20+%),童装线下流水同比增长10-15%(24Q3:增10%,23Q4:增40%),电商流水同比增长30-35%(24Q3:增20+%,23Q4:增30+%)。在23Q4 高增速基数上仍实现较好增长,童装线下及线上环比提速。我们判断10、11 月因节假日及双十一叠加政策鼓励流水...
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