滔搏:聚焦全域零售优化 积极应对终端波动

中金公司
Jun 26, 2025

公司近况公司公布1QFY26(3 月至5 月)运营表现:零售及批发业务总销售金额同比下滑中单位数,直营门店毛销售面积较2 月末减少1.3%。评论全域零售优化持续推进,1QFY26 经营表现符合公司预期。1QFY26 滔搏零售及批发业务总销售金额同比下滑中单位数(1QFY25 同比下滑中单位数),与公司此前预期一致。分渠道看,季内零售渠道销售额同比降幅好于批发渠道,主要受同店客流同比双位数下滑的影响...

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