adidas阿迪达斯上调全年业绩展望 - 无时尚中文网NOFASHION -权威领先的奢侈品行业报道、投资分析网站。

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adidas阿迪达斯上调全年业绩展望

作者 何伟 发表于 2024-07-18 11:57:13 来源: 无时尚中文网

标签:Bjørn Gulden,Adidas,阿迪达斯,Kasper Rørsted,Reebok,锐步

无时尚中文网(微信号:nofashioncn )2024年7月18日:继续受Gazelle和Samba复古运动鞋等Terrace类产品推动,Adidas AG (ADS.DE) 阿迪达斯集团二季度收入大涨约一成,并上调全年业绩展望。

德国集团表示,受益二季度表现,集团将2024财年营业利润预期由此前的7.00亿欧元大幅上调至10.00亿欧元,收入预期则由此前中至高个位数增幅上调至高个位数增幅。

上述预期基于即将挺长的Yeezy下半年可按照成本价清理库存,并带来1.50亿欧元的销售贡献和零利润贡献。

Adidas AG阿迪达斯集团同时披露二季度初步业绩,4-6月销售增加9%至58.22亿欧元,高于市场预期的55.8亿欧元,撇除Yeezy固定汇率计算增幅则高达16%-Italian luxury group Prada posted on Tuesday higher revenues and operating profit for the first half, beating analyst expectations and defying the downturn in luxury spending that is hurting many rivals.

Another outstanding performance from the Miu Miu brand and double-digit sales growth in Asia and Europe helped to power an increase of 17% in net revenue at constant exchange rates, to 2.55 billion euros ($2.75 billion).

Retail sales at the Miu Miu label, whose creative director is Miuccia Prada, almost doubled in the first six months of the year and now account for nearly a quarter of the group's retail sales.  Retail sales of the larger Prada brand rose by 6%.

Not surprising many of the analysts' questions during the conference call focused on the smaller brand.

The group's Chief Executive, Andrea Guerra, said that Europe and Asia are Miu Miu's main markets and the brand has now started to focus on the U.S.

The overall positive sales trend seen in the first half of the year has remained unchanged in July, Guerra told analysts in the conference call.

However, in this context, the business in China has been "a little bit more complicated" this month compared to the previous ones, while many other regions are performing better, he added.

Prada's operating profit rose to 575 million euros in the first six months of the year, beating the 552 million seen in an analyst consensus provided by Visible Alpha.

"While we are vigilant, we remain committed to our strategy and to our ambition to deliver solid, sustainable and above-market growth," Guerra said in a statement.

In a separate interview the manager said he does not see big positive developments in the luxury sector in the next 6-9 months.

Some luxury groups have struggled in recent months, with demand in countries such as China having tapered off.付费阅读>>>

 

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