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高盛:中国运动服装_专家会议要点_节日销售健康且略有加速;折扣值得关注
高盛证券·2024-10-13 16:43

10 October 2024 | 2:39PM HKT _ China Sportswear: Key takeaways from expert call: Holiday sales healthy with marginal acceleration; discounts to be watched Deceleration in consumption growth amid China economy transitioning; A sustainable shift to value-focus and growing global presence On 9 Oct, we invited a sportswear distributor company to share some of the latest updates on the industry. We summarize the key highlights: 1) In 3Q24, Jul-Aug sales were under pressure at MSD-HSD% on average due to off-peak ...