名创优品:扩张迅猛,增长隐忧几何?

Ofweek光电信息网
03 Jun

全球零售产业格局重构背景下,快时尚领域正经历巨大变革。传统零售巨头通过渠道收缩策略实现利润修复,但面临营收增长动能衰减的结构性压力;以Shein为代表的线上品牌遭遇算法推荐精准度下降、盈利空间收窄等运营挑战。在此过程中,兴趣消费浪潮重塑行业格局。据灼识咨询数据显示,按GMV计,2024年全球IP衍生品市场规模达到1.4万亿元,2020-2024年CAGR达到8.3%。在这场产业动能迭代进程中,...

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