海澜之家(600398)：Q2业绩短期波动中期分红彰显信心

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本报告导读：Q2 终端销售疲软，毛利率下降叠加销售费用率抬升导致盈利承压；展望下半年，海澜之家主品牌持续拓店，公司将持续夯实核心竞争力，同时高分红回馈股东。投资要点：投资建议：考虑到公司Q2业绩低于预期且终端消费需求持续走弱，下调2024-2026 年EPS 预测至0.58/0.61/0.65 元（调整前分别为0.69/0.79/0.89 元）。考虑到公司男装龙头地位稳固，市占率稳居行业第一，给予...

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海澜之家(600398)：Q2业绩短期波动 中期分红彰显信心

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海澜之家(600398)：Q2业绩短期波动中期分红彰显信心