纺织品和服装行业周报:25Q1阿迪达斯延续良好趋势 关注滔搏与制造端受益标的

国金证券股份有...
May 05

核心观点阿迪达斯25Q1 业绩向好,营收、利润双增长,各业务板块与区域市场表现出色,同时积极应对关税挑战,对未来增长充满信心。在业绩数据方面,25Q1 营收达61.53 亿欧元,同比增长12.73%。其中,大中华区表现亮眼,营收10.29亿欧元,同比增长14.72%。自23Q1 换帅后已连续8 个季度正增长,且环比加速,彰显强劲品牌势能。鞋类业务增长突出,营收同比增长17%,占比61%;服装/配件...

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