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波司登(03998.HK):內地早前疫情對業務影響不大 擬開三百間加盟店
阿思達克 06-24 14:05
波司登(03998.HK)首席財務官兼副總裁朱高峰在全年度業績電話會議上表示,今年上半年內地出現多點疫情,但對業務的實際影響不大,因集團於每年11月至翌年1月的銷售佔比達70%,3月至9月左右屬於淡季,僅佔銷售約15%。 他指,集團對政府疫情管控有信心,中長期並沒有太大憂慮,集團亦沒有因此作出明顯的人員或門店調整,未來會繼續關小店開大店的策略,每年淘汰效率較低的門店。他相信現時是國潮品牌掘起的黃金時代,直言看到更多發展機會,看好未來市場前景。 加價方面,朱高峰稱集團產品過去數年價格平均每年有雙位數增長,2017年品牌轉型前的產品均價約1,000元至1,100元人民幣(下同),去年已提升至平均約1,800元,同時銷量亦穩中有升。因集團持續推出令人驚喜的新產品,相信加價是獲得消費者認可。 另外,他提到集團加大了對低線城市加盟商的支持,由於集團轉型後開設較多自營店,加盟店比例不高,目前不足25%,所以今年會進一步拓展加盟業務,計劃今年開設超過三百間加盟店,目前確認開店的已逾二百間。
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