名创优品增长承压,永辉改革深陷亏损,叶国富押注TOP TOY上市

DoNews
03 Jun

2025年第一季度,名创优品收入同比增长18.9%至44.27亿元,但经调整净利润下降4.8%至5.87亿元,利润率下滑至13.3%。主要原因包括海外扩张成本增加及IP授权费用上升。名创优品同店销售出现中个位数下滑,营收增长主要依赖新店开设。海外市场直营门店数量增至608家,相关开支同比提升71.4%,单店盈利能力较低。国内商场渗透率接近饱和,同店数据改善有限。为应对增长瓶颈,名创优品加强IP合作...

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