$名创优品(MNSO)$ 今天出截止到3月31日季度业绩,很不错。
提到了5.1长假销售额比去年同期增长75%,预计下个季度业绩还是靓丽。
对今后5年或十年的预期,我还是认为是商业这个赛道中最好的,经济好,业绩保持这个季度营业额26%的增长没问题,经济糟糕,顾客不太可能省10元钱去剥夺自己购物的快乐,可能增长的更好,就如长期低迷的日本却能跑出优衣库一样。
我判断长期和短期都没问题,所以继续持有。
Labor Day Holiday: GMV of MINISO's offline stores in China increased by around 75% year over year, and average GMV per MINISO store increased by around 45%. Average GMV per MINISO store during the Labor Day Holiday in China recovered to a comparable level of the same period in 2019.