優衣庫母公司年利潤飆升24%!

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優衣庫母公司預計年度利潤增長24%,品牌海外推動助力

東京(路透社)——日本休閒服裝巨頭優衣庫的母公司預計將超越其自身的預測,連續第三年創下利潤紀錄。這主要歸功於其品牌在西方市場的拓展以及中國業務的恢復。

根據LSEG匯編的15位分析師的平均估計,迅銷公司在截至8月的12個月內,營業利潤可能同比增長24%,達到4783億日圓,略高於公司7月上調至4750億日圓的預測,這是因為下半年表現強勁。

迅銷公司的股價近期表現強勁,本週創下歷史新高。未來的關鍵因素將是日本秋冬商品的銷售情況以及公司能否振興其在中國的業務,獨立分析師Mark Chadwick指出。

Chadwick在Smartkarma平台上寫道:「投資者將關注迅銷公司在大中華區的措施是否能成功扭轉由於消費者信心疲弱和競爭加劇所導致的收益下降。」

迅銷公司在中國擁有超過900家門店,長期以來被視為全球第二大經濟體零售業的風向標。多年來,COVID-19限制措施對那裡的業績造成了壓力,但現在的挑戰是經濟疲軟,這影響了消費者信心。

大中華區首席執行官潘寧在7月承認,市場正在成熟,公司正在縮減開店計劃,並對表現不佳的地點採取「拆除重建」策略。

在COVID-19封鎖期間,中國的銷售受到抑制,該公司更多地關注北美和歐洲的擴展。這兩個地區在2024財年前九個月都實現了強勁的銷售和利潤。

公司創始人柳井正的目標是將迅銷公司打造成全球最大的時尚零售商,而Zara和H&M的運營商是其主要競爭對手。他認為,在後COVID-19時代,消費者更關注價值而非奢侈品,這一趨勢對優衣庫有利。

日本首富柳井正定於週四在公司的業績簡報會上發言,優衣庫總裁塚越大介也將出席,柳井正曾提到塚越大介是其可能的繼任者。

截至2024年,迅銷公司的股價已上漲43%,相比之下,基準日經指數上漲了17%。

編輯評論:
迅銷公司在西方市場的拓展和中國業務的恢復顯示了其全球化戰略的成效。然而,該公司在中國市場面臨的挑戰依然存在,特別是在經濟疲軟和競爭加劇的情況下。未來,迅銷公司需要更加靈活地應對市場變化,特別是在中國這樣的重要市場。同時,北美和歐洲市場的持續增長也為公司提供了重要的支撐。在全球時尚零售市場競爭日益激烈的情況下,迅銷公司如何保持其競爭優勢將成為關鍵。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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