361度(1361.HK)：零售符合预期产品结构优化报

长江证券07-16

事件描述公司发布2024Q2 零售运营数据，2024Q2 线下大装流水同比~10%增长，童装流水中双位数增长，电商流水30%-35%增长，流水表现符合预期。事件评论流水稳健增长，折扣&库存保持稳定。流水稳健增长，折扣库存环比基本持平。2024Q2公司线下大装/童装流水增速仍领跑同行，但南方暴雨等天气因素影响，增速环比Q1 有所放缓，线上仍延续高增趋势。预计整体库存折扣水平相对稳定，预计折扣~71 ...

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361度(1361.HK)：零售符合预期 产品结构优化报

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361度(1361.HK)：零售符合预期产品结构优化报