里昂研究报告指,普拉达(01913.HK) 上半年业绩表现略逊预期,收入录27.4亿欧元,较该行及市场预期低2%,主要因Prada与Miu Miu品牌零售净销售均稍逊预期,分别跌3.6%及升40%。渠道结构优化带动毛利率超预期,但收购Versace相关成本及销售疲软,令净利润低于预期。第三季至今旅游消费需求持续承压,料Miu Miu品牌面对最大的按年比较基数压力。该行将2025至27年净利润预测...
Source Link里昂研究报告指,普拉达(01913.HK) 上半年业绩表现略逊预期,收入录27.4亿欧元,较该行及市场预期低2%,主要因Prada与Miu Miu品牌零售净销售均稍逊预期,分别跌3.6%及升40%。渠道结构优化带动毛利率超预期,但收购Versace相关成本及销售疲软,令净利润低于预期。第三季至今旅游消费需求持续承压,料Miu Miu品牌面对最大的按年比较基数压力。该行将2025至27年净利润预测...
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