Report center

纺织服饰行业深度报告：国际运动品牌&零售商处于去库周期什么位置-20230826-方正证券

一、运动需求具备韧性，库存波动周期减弱运动鞋较运动服表现更具韧性，主要因为功能性更强及由大单品增长所驱动。本轮品牌去库周期，高单价鞋服需求更加稳健，制造商高附加值订单相对稳定。过去30年，运动品牌和零售商库存管理能力增强，库存周期波动明显减弱。近期重大销售节点为返校季，篮球品类、功能性服装、儿童产品表现值得期待。二、Nike历史六轮去库周期复盘 05H2至07年，Nike在途库存大幅增加，主要

No subject companies

Publishers

方正证券 View content →

Suggested next hops

Ranked by edge type and evidence strength (max 5). Prefer these over scrolling the full lists.

1方正证券Published by or linked to this institution1

Ask about this report neighborhood Read full report →

No related industries

No related reports

← Back to knowledge graph