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良品鋪子(603719.SH):上半年實現營收48.95億元 同比增長10.72%
格隆匯 08-25 19:09

格隆匯8月25日丨良品鋪子(603719.SH)公佈2022年半年度報吿,報吿期營業收入48.95億元,同比增長10.72%;歸屬於上市公司股東的淨利潤1.93億元,同比增長0.67%;歸屬於上市公司股東的扣除非經常性損益的淨利潤1.28億元;基本每股收益0.49元。其中第二季度實現營業收入19.53億,較同期上升5.73%,實現歸屬於上市公司股東的淨利潤1.00億元,較同期上升11.50%。

2022年上半年,公司聚焦核心品類研發,在兒童零食、節令禮盒等細分市場產品創新持續發展;建立符合消費者特性的產品運營矩陣,實現人貨場匹配,提升品效;加大全渠道融合經營,線下業務加速關鍵城市佈局滲透,聚焦用户分層經營,通過多路徑拓客提升門店流量及轉化,線上業務精細化用户運營,新興渠道持續擴張,同時在快速拓展大客户團購及流通渠,推動業務規模持續、穩步增長。

報吿期內,公司圍繞女性、兒童等細分人羣的特殊需求,在藥食同源、奶酪、高蛋白零食等方向自主研發並上市了56款產品,其中0添加蔗糖果乾、藥食同源果棒系列表現良好;同時以美味無負擔、品質提升為導向,持續推動技術創新項目,開發並掌握了肉脯生產自動化、三減技術及無糖技術、低GI低碳水等先進食品營養健康加工技術,其中多項技術已運用到新上市的產品中;並完成了數十款儲備產品的開發。除此以外,公司還在向其他食品生物技術、營養技術等方面拓展,要以差異化技術突破產品品類邊界,為顧客持續創造價值。

在細分市場上,公司的兒童零食品牌“小食仙”上半年全渠道終端銷售額為2.19億,同比增長21.33%。2022年合計上新29款產品,產品矩陣持續豐富,藉助口味延展及品類延展,帶動品牌整體成長;公司針對節慶零食禮品市場,細分用户需求進行產品創新,打造了品類組合豐富、營養健康價值升級、社交趣味提升的多系列產品,形成多價格陣容滿足全渠道用户需求,禮包產品再創爆款,如在社交渠道廣受歡迎的萌寵系列禮包產品——“筆芯的蛋蛋鴨”、在傳統市場緊抓健康趨勢的端午粗糧粽禮等。

報吿期內,公司加速關鍵城市佈局滲透,聚焦新一線城市密集開店,進一步加速華南、西南及華中關鍵市場的佈局深度和密度,新開門店302家,其中直營門店93家,加盟門店209家。截至報吿期末,公司的線下門店數量為3,078家,分佈於23個省/自治區/直轄市189個城市。

上半年,公司在平台電商渠道通過精細化渠道運營,深耕高質用户需求,打造爆款矩陣,助力線上主流渠道實現銷售穩步增長。在社交電商渠道,聚焦抖音快手,持續深耕運營,有效搶佔市場規模,圍繞社交用户需求定製多樣化零食禮包和堅果禮盒,建立自播賬號矩陣進行高效轉化,與抖音快手超頭部達人深度合作打造多個行業爆款案例。在社區電商渠道,打造流量爆品,以更強的商品力和運營能力服務 62個城市,累計服務社區消費者同比增加67%。

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