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COACH?收??8?季度下滑

?源: 南方日?网?版     ??: 2018年10月20日 01:15:37
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(  美)(?)(?)(奢)(手)(包)(与)(配)(?)(品)(牌)(Coach(06388.HK)似)(乎)(?)(未)(?)(?)(型)(的)(?)(痛)(中)(?)(?)(?)(?)(。  因)(手)(包)(及)(配)(件)(商)(品)(需)(求)(疲)(弱)(,Coach8月)(4日)(晚)(公)(布)(的)(2015?)(年)(第)(四)(季)(度)(的)(?)(?)(?)(示)(,其)(?)(收)(下)(滑)(近)(12%至)(10?)(美)(元)(,?)(是)(其)(?)(?)(第)(八)(?)(季)(度)(下)(滑)(;其)(?)(利)(?)(上)(年)(同)(期)(的)(7520万)(美)(元)(暴)(跌)(84.4%至)(1170万)(美)(元)(。  曾)(一)(枝)(?)(秀)(引)(?)(Coach?)(?)(的)(中)(?)(地)(?)(,在)(?)(地)(市)(?)(的)(?)(?)(下)(?)(管)(在)(2015?)(年)(取)(得)(近)(6?)(美)(元)(的)(?)(售)(?)(,但)(增)(速)(比)(前)(?)(年)(已)(?)(?)(著)(放)(?)(,首)(次)(降)(到)(?)(位)(?)(?)(增)(?)(9%,而)(四)(季)(度)(增)(?)(?)(5%。  ?)(管)(Coach?)(中)(?)(地)(?)(呈)(?)(的)(?)(售)(表)(?)(与)(?)(划)(相)(符)(,奢)(侈)(品)(?)(?)(人)(士)(?)(?)(,即)(便)(不)(考)(?)(其)(?)(型)(效)(果)(,Coach中)(?)(?)(?)(放)(?)(?)(受)(到)(整)(体)(消)(?)(?)(境)(放)(?)(、反)(腐)(政)(策)(、?)(率)(?)(致)(的)(消)(?)(外)(流)(、其)(他)(奢)(侈)(品)(降)(价)(等)(多)(种)(因)(素)(影)(?)(。  中)(?)(增)(速)(放)(?)(  ?)(?)(?)(示)(,截)(至)(今)(年)(6月)(27日)(的)(2015?)(年)(,Coach?)(售)(?)(?)(由)(上)(?)(?)(年)(的)(48.1?)(美)(元)(下)(降)(13%至)(41.9?)(美)(元)(。未)(?)(品)(牌)(?)(化)(相)(?)(?)(用)(及)(收)(?)(成)(本)(前)(,本)(?)(年)(的)(?)(收)(入)(?)(5.31?)(美)(元)(,比)(上)(年)(度)(?)(8.70?)(美)(元)(下)(降)(了)(48.5%。  按)()(定)(?)(率)(?)(算)(,Coach?)(?)(?)(?)(?)(得)(?)(和)(增)(?)(,其)(中)(?)(洲)(地)(?)(?)(得)(?)(位)(?)(增)(?)(,中)(?)(地)(?)(在)(?)(地)(市)(?)(的)(?)(?)(下)(?)(管)(取)(得)(近)(6?)(美)(元)(的)(?)(售)(?)(,但)(增)(速)(比)(前)(?)(年)(已)(?)(?)(著)(放)(?)(。  在)(2015?)(年)(,折)(合)(成)(美)(元)(及)(按)()(定)(?)(率)(?)(算)(,Coach中)(?)(地)(?)(?)(售)(?)(?)(增)(?)(9%至)(?)(5.95?)(美)(元)(,同)(店)(?)(售)(?)(?)(得)(正)(增)(?)(,而)(渠)(道)(增)(?)(有)(所)(放)(?)(。特)(?)(是)(第)(四)(季)(度)(Coach中)(?)(地)(?)(折)(合)(成)(美)(元)(的)(?)(售)(?)(增)(?)(5%,按)()(定)(?)(率)(?)(算)(的)(?)(售)(?)(增)(?)(4%,渠)(道)(增)(?)(有)(所)(放)(?)(,同)(店)(?)(售)(?)(?)(微)(下)(降)(;而)(第)(三)(?)(季)(?)(,中)(?)(地)(?)(?)(售)(?)(增)(?)(10%,折)(合)(成)(美)(元)(的)(?)(售)(?)(增)(?)(8%。  一)(位)(奢)(侈)(品)(?)(?)(人)(士)(?)(《第)(一)(?)(?)(日)(?)(》?)(者)(表)(示)(,“Coach中)(?)(增)(速)(放)(?)(,除)(了)(与)(其)(他)(奢)(侈)(品)(集)(?)(一)(?)(受)(宏)(?)(?)(?)(与)(消)(?)(?)(境)(持)(?)(低)(迷)(以)(及)(中)(?)(反)(腐)(政)(策)(的)(影)(?)(,?)(率)(因)(素)(?)(致)(的)(价)(格)(差)(异)(也)(使)(得)(中)(?)(消)(?)(者)(涌)(往)(?)(洲)(等)(地)(?)(?)(奢)(侈)(品)(。此)(外)(今)(年)(以)(?)(,香)(奈)(儿)(、Gucci等)(?)(?)(奢)(侈)(品)(牌)(的)(全)(球)(?)(?)(价)(格)(而)(?)(致)(的)(中)(?)(降)(价)(或)(是)(加)(大)(折)(扣)(力)(度)(等)(,?)(Coach?)(?)(?)(奢)(定)(位)(的)(品)(牌)(影)(?)(?)(售)(?)(大)(”。  此)(前)(,中)(?)(市)(?)(在)(相)(?)(一)(段)(?)(?)(是)(Coach增)(?)(的)(?)(大)(?)(力)(。2013?)(年)(COACH中)(?)(?)(的)(?)(售)(?)(?)(4.3?)(美)(元)(,比)(2012年)(?)(售)(?)(?)(上)(升)(了)(40%。2014?)(年)(,?)(管)(Coach?)(收)(和)(利)(?)(?)(跌)(,但)(中)(?)(市)(?)(?)(挺)(。其)(?)(售)(?)(?)(由)(上)(?)(?)(年)(的)(50.8?)(美)(元)(下)(降)(5%至)(48.1?)(美)(元)(,?)(收)(入)(?)(上)(年)(同)(期)(?)(10.7?)(美)(元)(下)(降)(18.7%至)(8.7?)(美)(元)(,但)(其)(中)(?)(地)(?)(的)(?)(售)(?)(?)(同)(比)(增)(?)(逾)(25%至)(5.45?)(美)(元)(,且)(同)(店)(?)(售)(?)(?)(得)(?)(位)(?)(的)(增)(幅)(。  ?)(于)(最)(新)(的)(?)(?)(表)(?)(,Coach?)(中)(?)(地)(?)(呈)(?)(的)(?)(售)(表)(?)(与)(?)(划)(相)(符)(,“中)(?)(?)(地)(的)(?)(售)(表)(?)(如)(?)(期)(般)(?)(?)(,?)(得)(?)(位)(?)(的)(增)(幅)(,部)(分)(是)(由)(同)(店)(?)(售)(?)(增)(?)(所)(?)(?)(,而)(香)(港)(及)(澳)(?)(地)(?)(?)(受)(?)(地)(游)(客)(?)(著)(?)(少)(的)(?)(?)(影)(?)(,?)(售)(表)(?)(?)(?)(疲)(?)(。”  Coach中)(?)(?)(?)(裁)(兼)(首)(席)(?)(行)(官)(?)(葆)(焱)((YannBozec)此)(前)(在)(接)(受)(《第)(一)(?)(?)(日)(?)(》?)(者)(采)(?)(?)(表)(示)(,?)(然)(Coach中)(?)(增)(?)(速)(度)(放)(?)(,但)(“据)(我)(了)(解)(,Coach中)(?)(的)(增)(?)(速)(度)(高)(于)(市)(?)(平)(均)(水)(平)(,并)(且)(在)(中)(?)(市)(?)(份)(?)(正)(保)(持)(理)(想)(的)(增)(?)(。同)(中)(?)(的)(GDP增)(?)(方)(式)(一)(?)(,Coach如)(今)(更)(看)(重)(增)(?)(的)(?)(量)(,注)(重)(?)(期)(价)(值)(和)(持)(?)(性)(增)(?)(”。  ?)(葆)(焱)(表)(示)(,中)(?)(市)(?)(是)(Coach?)(?)(?)(力)(最)(大)(的)(?)(?)(?)(域)(市)(?)(,亦)(是)(Coach?)(美)(?)(、日)(本)(之)(后)(在)(全)(球)(的)(第)(三)(大)(主)(要)(市)(?)(,中)(?)(?)(于)(Coach?)(?)(是)(最)(大)(的)(一)(?)(市)(?)(机)(?)(。  值)(得)(注)(意)(的)(是)(,2015?)(年)(Coach?)(?)(?)(店)(?)(49?)(,(目)(前)(共)(?)(?)(店)(?)(965?)(,而)(上)(?)(年)(末)(?)(1014?)(),其)(中)(北)(美)(市)(?)(?)(?)(?)(77?)(店)(?)(、日)(本)(市)(?)(?)(?)(2?)(,而)(中)(?)(市)(?)(?)(?)(增)(18?)(至)(171?)(,?)(洲)(其)(他)(市)(?)(及)(?)(洲)(市)(?)(分)(?)(?)(增)(5?)(和)(7?)(。  2016年)(?)(售)(?)(或)(?)(恢)(复)(增)(?)(?  ?)(于)(2015?)(年)(的)(?)(?)(表)(?)(,Coach首)(席)(?)(行)(官)(VictorLuis表)(示)(:“去)(年)(?)(重)(振)(品)(牌)(及)(?)(?)(所)(制)(定)(的)(全)(面)(性)(?)(划)(在)(第)(四)(季)(度)(及)(全)(年)(取)(得)(了)(?)(展)(。?)(些)(策)(略)(性)(?)(措)(的)(?)(行)(及)(取)(得)(的)(表)(?)(均)(符)(合)(?)(期)(”。  去)(年)(6月)(Coach公)(布)(一)(系)(列)(品)(牌)(?)(化)(?)(划)(,?)(品)(牌)(定)(位)(?)(“触)(手)(可)(及)(的)(奢)(侈)(品)(”?)(化)(?)(“?)(代)(奢)(?)(”的)(生)(活)(方)(式)(?)(品)(牌)(,在)(?)(展)(原)(先)(手)(袋)(以)(及)(配)(?)(?)(主)(的)(?)(品)(的)(同)(?)(,?)(一)(步)(?)(展)(成)(衣)(、鞋)(履)(等)(多)(品)(?)(,加)(?)(品)(牌)(的)(?)(尚)(度)(,并)(希)(望)(通)(?)(?)(?)(品)(、店)(?)(和)(市)(?)(?)(?)(“三)(管)(?)(下)(”的)(改)(造)(?)(得)(更)(多)(消)(?)(者)(。  它)(?)(LVMH集)(?)(旗)(下)(的)(西)(班)(牙)(皮)(具)(及)(高)(?)(?)(?)(品)(牌)(Loewe挖)(?)(StuartVever作)(?)(其)(?)(行)(?)(意)(?)(?)(,后)(者)(曾)(在)(Mulberry、BottegaVeneta、Givenchy及)(LouisVuitton等)(品)(牌)(工)(作)(,Luis表)(示)(2015?)(年)(Coach已)(?)(在)(多)(渠)(道)(分)(?)(网)(?)(成)(功)(引)(入)(StuartVevers?)(?)(的)(?)(品)(系)(列)(。  同)(?)(,Coach在)(今)(年)(?)(以)(5.74?)(美)(元)(?)(私)(募)(股)(?)(公)(司)(SycamorePartners手)(中)(收)(?)(奢)(?)(女)(鞋)(?)(?)(与)(制)(造)(品)(牌)(StuartWeitzman,Luis?)(?)(是)(Coach“成)(?)(多)(品)(牌)(企)(?)(所)(踏)(出)(的)(重)(要)(一)(步)(,?)(期)(?)(?)(?)(公)(司)(添)(加)(新)(的)(增)(?)(?)(力)(。”  “?)(管)(?)(?)(市)(?)(在)(越)(?)(波)(?)(及)(复)(?)(的)(宏)(?)(?)(?)(?)(境)(下)(持)(?)(?)(分)(,我)(?)(已)(制)(定)(了)(一)(?)(明)(确)(的)(路)(?)(?)(,以)(?)(?)(?)(些)(挑)(?)(,并)(把)(握)(我)(?)(在)(全)(球)(的)(机)(遇)(。”Luis表)(示)(。  ?)(于)(下)(一)(?)(年)(,他)(表)(示)(,Coach“?)(?)(?)(在)(品)(牌)(及)(?)(?)(投)(放)(?)(源)(,以)(?)(得)(?)(?)(及)(可)(持)(?)(增)(?)(”。通)(?)(9月)(在)(?)(?)(?)(?)(周)(?)(行)(首)(?)(真)(正)(的)(品)(牌)(?)(?)(秀)(、加)(快)(在)(全)(球)(不)(同)(渠)(道)(推)(出)(?)(代)(奢)(?)(概)(念)(?)(店)(等)(?)(措)(,Luis?)(?)(2016?)(年)(?)(售)(?)(恢)(复)(增)(?)(,以)(及)(北)(美)(地)(?)(同)(店)(?)(售)(?)(在)(同)(年)(年)(底)(前)(?)(得)(正)(增)(?)(。
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