特步国际(1368.HK)：运营指标改善 Q2增长提速

财通证券07-15

事件：公司公布2024 年二季度及上半年运营数据，2024Q2 特步主品牌全渠道流水同比增长10%，折扣约75 折，上半年特步主品牌全渠道流水同比增长高单位数，渠道库存周转约4 个月。环比Q1 增长加速，运营指标改善。2024Q1 特步主品牌全渠道流水高单位数增长，Q2 增长加速，高性价比大众跑鞋360X 的推出对流水有一定拉动作用。截止6 月底，主品牌库销比从Q1 的4-4.5 个月下降至4 个...

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