智通财经APP获悉，普拉达(01913)跌超3%，截至发稿，跌2.91%，报41.65港元，成交额1.54亿港元。
里昂发布研报称，普拉达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MiuMiu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MiuMiu品牌面对最大的同比比较基数压力。
麦格理指出，普拉达上半年销售额按固定汇率计算同比上升9%，大致符合该行预测。由于收购Versace的非经常性成本，净利同比上升0.6%，与该行预测相差7%。报告引述管理层预期至8月底，日本及欧洲的整体旅游客流量同比将转为平稳。公司将优先提升品牌价值，并相信透过营运杠杆仍有改善盈利能力的空间。管理层相信，MiuMiu在许多国家的渗透率仍然偏低，在品类和组合方面仍有进一步改善的潜力。
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