特步(01368.HK):維持全年銷售目標達20%以上不變 擬將K-Swiss及Palladium分拆上市
特步(01368.HK)首席財務官楊鷺彬透露,集團計劃為旗下品牌K-Swiss及Palladium於2027年至28年期間分拆上市,並於今年下半年作準備,包括優化股東結構,惟強調目前任何確實的時間表,僅朝向該時間點出發。他解釋,兩大品牌在疫後重開、無大力廣告推廣的情況下,增長情況良好,故有此計劃,冀望可集資進一步推進品牌發展。
楊鷺彬表示,即使現時經濟環境不明朗,仍中長期看好運動用品行業,尤其內地市場,並維持全年銷售指引達20%至30%銷售增長,有信心可達標。
楊鷺彬表示,7、8月零售流水量達10%增長,其中8月增長較7月好,料上半年流水量增長高於銷售;特步品牌行政總裁田忠補充,目前庫存水平處於五個月內,認為下半年有很好多利好清庫存的機會,包括黃金十一週、雙11促銷活動、聖誕節等,形容庫存風險可控,料年底回到健康水平。
楊鷺彬表示,集團下半年目標開設約20至30間新店,其中包括加盟店及主營店。對於早前集團透露計劃在港澳新開K-Swiss旗艦店,楊鷺彬表示,目前仍討論當中,暫無落實時間及位置,又預料澳門進展較香港快。
主席兼行政總裁丁水波表示,冀望集團能穩中求進,對未來增長有信心,目前下半年以清庫存為大方向,對明年集團發展有信心。
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