《大行》高盛降特步(01368.HK)目标价至5.6元 次季零售销售承压但折扣维持纪律

阿斯达克财经
Jul 20

高盛发表研究报告指出,特步国际(01368.HK) 公布了平淡的2026年第二季营运数据,其中特步主品牌零售销售按年录得中单位数下跌(相对首季为低单位数增长),索康尼(Saucony)按年录得低单位数增长(相对首季增长逾20%)。管理层将放缓归因于宏观环境疲弱,以及为提升品牌价值而采取有纪律的折扣策略。尽管面对短期挑战,管理层重申2026年集团收入按年增长中单位数,以及净利润率达高单位数的展望。...

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