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361 Degrees International (1361 HK) 電商渠道業績高增 Q2 business update shows ecommerce channels drove strong growth, spurred by 618 shopping festival BUY (maintain) 投資要點/Investment Thesis 投资要点/Investment Thesis 電商渠道24Q2增長可觀 24Q2公司主品牌零售(線下渠道)同增約10%;童裝品牌零售(線下渠道)同增約中雙位數。電商渠道方面,公司整體流水同增約30%-35%。 Q2 business update: robust growth from ecommerce channels on 618 fest Key metrics: 361 Degrees released an operational update for 24Q2 on 12 July, revealing healthy growth across the following sales channels: •Main brand retail (offline) increased about 10% yoy; •Children’s wear brand retail (offline) increased at a roughly mid-double-digit yoy; •Ecommerce turnover increased 30-35% yoy. 持續強化電商渠道建設,“618”期間業績亮眼 面對消費趨勢的不斷變化,361°持續強化品牌電商渠道建設,洞察年
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