贏家時尚(03709.HK)公佈中期業績 純利增加71.57% 加快產品全面升級
格隆匯8月25日丨贏家時尚(03709.HK)公佈，截至2023年6月30日止6個月，公司收益為人民幣3,340.90百萬元，同比增加15.36%。期間抖音電子商貿平台產生的收益由2022年上半年的人民幣58.51百萬元增至報吿期間的人民幣97.48百萬元，增加66.60%。
報吿期間的整體毛利率由2022年上半年的74.84%略微增加至75.26%。期間純利為人民幣442.20百萬元，同比增加71.57%。每股基本盈利為人民幣0.66元。
三大品牌Koradior、NAERSI及NEXY.CO 延續高質量增長，增長率分別為11.14%、8.91% 及24.71%；CADIDL、ELSEWHERE、La Koradior及NAERSILING自2022年以來增長勢頭持續強勁，分別實現正增長率17.67%、16.62%、30.04%及22.76%；FUUNNY FEELLN同比增長18.09%，且渠道佈局及產品迭代加速調整升級。公司持續推進卓越商品體系快速落地，加快產品全面升級，釋放產品改革紅利。
於報吿期間，直營零售店的收益達人民幣2,722.99百萬元，同比增長19.44%，乃由於運營體系迭代改進、加強培育購物中心運營專業知識及拓展優化店址，打造超級旗艦店。於2023年6月30日，集團擁有1,980家零售店，其中1,543家由集團經營，437家由公司的經銷商經營。
下半年公司須繼續堅持全面提質策略，促進質量效益、門店效益及人員效益的全面提升。在品牌建設方面，利用更廣泛的綜合營銷體系持續提升品牌力；加快推進標準化、流程化卓越商品體系改革項目，加強優質供應鏈的整合及建設，深化產品研發與供應鏈的結合，加快所有品牌產品力的釋放；重點推進大型單一品牌旗艦店的建設及運營。提升線上商品供應質量，提高性價比；品牌與產品線覆蓋更多平台，下半年須挖掘小紅書等平台機會，加大對視頻號小店的投入；加大天貓及京東商城同款產品的投入，擴大平台店鋪數量。
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