Q4流水:降幅环比收窄、积极冬季清库。公司25Q4流水为小单位数下降,降幅环比Q3降幅收窄,其中:分渠道来看:线下流水下滑中单,其中直营下滑小单,批发下滑中单,主要与直营奥莱占比较高有关;电商流水持平分月份来看:10月小幅度增长,11-12月小单到中单下滑分品类来看:跑步、户外、羽毛球的品类增长仍然领跑,综训、篮球、运动休闲仍有压力零售折扣来看:Q4同比及环比有小单位数加深,线下折扣略深于6折中段...
Source LinkQ4流水:降幅环比收窄、积极冬季清库。公司25Q4流水为小单位数下降,降幅环比Q3降幅收窄,其中:分渠道来看:线下流水下滑中单,其中直营下滑小单,批发下滑中单,主要与直营奥莱占比较高有关;电商流水持平分月份来看:10月小幅度增长,11-12月小单到中单下滑分品类来看:跑步、户外、羽毛球的品类增长仍然领跑,综训、篮球、运动休闲仍有压力零售折扣来看:Q4同比及环比有小单位数加深,线下折扣略深于6折中段...
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