瑞银发表报告,指李宁(02331.HK) 首季销售额按年低单位数增长符预期,但管理层在电话会议中提到4月至今销售疲软和折扣趋势加剧,以及高于预期的营销费用预算,成为负面因素。该行引述管理层指,首季销售额达到预期,受春节影响,1月销售表现胜预期,3月因不利天气销售疲软。4月至今销售持续疲软,线下零售销售按年负增长。库存方面,今年第一季库存期约5个月,对比去年第四季为4个月,新产品库存占比逾80%,...
Source Link瑞银发表报告,指李宁(02331.HK) 首季销售额按年低单位数增长符预期,但管理层在电话会议中提到4月至今销售疲软和折扣趋势加剧,以及高于预期的营销费用预算,成为负面因素。该行引述管理层指,首季销售额达到预期,受春节影响,1月销售表现胜预期,3月因不利天气销售疲软。4月至今销售持续疲软,线下零售销售按年负增长。库存方面,今年第一季库存期约5个月,对比去年第四季为4个月,新产品库存占比逾80%,...
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