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爱婴室2025年前三季度扣非后净利增长65.9% 门店加速拓展、自有品牌持续发力

Core Insights - The company reported a revenue of 2.725 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 10.42% [1] - The net profit attributable to shareholders was 52.3348 million yuan, with a year-on-year increase of 9.28% [1] - The net profit after deducting non-recurring items reached 38.5796 million yuan, showing a significant year-on-year growth of 65.9% [1] Business Performance - The company has successfully opened 37 new stores in the third quarter, bringing the total number of stores to 516 by the end of September [1] - There are 18 additional stores planned to open in the fourth quarter [1] - The company launched its first new image store in Shanghai, focusing on space optimization, product enhancement, image upgrade, and customer satisfaction [1] Product Categories - Revenue from all major product categories, including milk powder, food, supplies, cotton textiles, toys, and travel products, showed significant growth in the first three quarters [2] - The sales of the company's own brand increased by 21% year-on-year, becoming a key driver of the company's performance growth [2] Strategic Initiatives - The company has upgraded its corporate culture and brand strategy, aiming to become a leading maternal and infant health lifestyle brand in China [2] - The company's slogan has been updated to reflect this vision, emphasizing a commitment to health in response to the "Healthy China" strategy [2]