博士眼镜(300622) - 博士眼镜调研活动信息

Group 1: Store Expansion Strategy - In the first half of 2023, the number of new store openings and closures was balanced, leading to lower-than-expected overall store growth [1] - The company is adopting a cautious expansion strategy, focusing on key markets in East China, South China, and Southwest China [1] - The company plans to open approximately 20 new stores by the end of 2023, maintaining a prudent approach to store openings [1] Group 2: Market Performance and Consumer Behavior - The retail market is expected to gradually return to normal as the overall economy stabilizes [1] - In the first half of 2023, the company's direct-operated stores saw a significant increase in customer traffic compared to the same period last year, driven by local marketing efforts [2] - The average transaction value experienced a slight decline due to various factors, but it has stabilized [2]