事件描述安踏体育发布2025Q3 零售数据,安踏品牌同比低单增长,FILA 品牌同比低单增长,其他品牌同比增长45%-50%。事件评论安踏零售稳健,折扣短期承压。2025Q3 安踏品牌零售同比低单增长,预计表现与大众运动市场趋势一致,后续渠道调改预计仍为增长核心驱动。预计终端折扣有所走弱,库销比保持健康。FILA 零售偏弱,库存水位偏高。2025Q3 FILA 品牌零售同比低单增长相对偏弱,预计...
Source Link事件描述安踏体育发布2025Q3 零售数据,安踏品牌同比低单增长,FILA 品牌同比低单增长,其他品牌同比增长45%-50%。事件评论安踏零售稳健,折扣短期承压。2025Q3 安踏品牌零售同比低单增长,预计表现与大众运动市场趋势一致,后续渠道调改预计仍为增长核心驱动。预计终端折扣有所走弱,库销比保持健康。FILA 零售偏弱,库存水位偏高。2025Q3 FILA 品牌零售同比低单增长相对偏弱,预计...
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