李宁:1Q25运营稳健 积极布局追求高质量增长

中金公司
29 Apr

公司近况公司公布一季度经营情况:1Q25 李宁品牌(不含李宁YOUNG)全平台零售流水同比增长低单位数,零售点净减少29 个。评论1Q25 批发渠道好于直营,零售折扣同比改善,库存健康可控。1Q25 李宁品牌(不含李宁YOUNG)零售流水同比增长低单位数,其中1-2 月份整体表现较好,但3 月受天气波动等因素影响,销售表现较弱。分渠道来看:线下直营渠道零售流水同比下滑低单位数,其中奥莱渠道实现同比...

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