发布于: 雪球转发:1回复:11喜欢:0

$永嘉集团(03322)$ Sure. Thanks for that question. Just to give you a little background on our China business with Champion. We entered the market just a year ago with a retail partner. And we have about 50 stores that we expect to grow to about a 100 with that partner by the end of the year. We found the opportunity to bring on a second retail partner to further accelerate our growth as we look toward 2020 and beyond. And this is a great partner. It's very experienced in operating stores in China. In fact, they operate across various brands about 20,000 stores. So they're very experienced at what they do. That gives us one additional partner to enter a very large economy. And we expect to further accelerate our business not only through branded stores, but they'll also give us a great opportunity to accelerate our on line growth.原来永嘉的代理不是独家的,2020年,champion就会多一家代理了。@鸡蛋白 

全部讨论

2019-08-19 13:11

上次就有人说了,百丽通过是合作或者收购方式介入,如果收购一次获益也不会少,如果合作,也会保证目前公司开店的利益。目前还是低估。

2019-08-16 20:38

永嘉的生产业务难道一定不会营利恢复?

2019-08-16 14:08

那就只有自求多福了

2019-08-16 13:38

的确。。。居然忘记去看HBI的earnings call,还是怪自己太业余。。。两点silver lining吧:第一,这是8月1日的信息,现在的跌幅应该已经部分price in了,毕竟不是所有人都业余;第二,second partner进来之后,开店的物业质量可能不如现在这些店铺好

2019-08-16 12:06

20000家店的营运商?中国有这么大规模大营运商吗?比安踏还大啊

2019-08-16 12:05

永嘉估计还要跌,champion的预期没有了