Rebound of cross-border consumption to fuel growth in FY24
纺织服装与化妆品行业周报:耐克FY24全年收入同比增长1%,新财年预期谨慎
零售周观点:爱美客发布护肤新品牌,名创优品Q1 FY24业绩超预期
FY23符合预期但FY24指引下调,外部不确定性仍较高,下调目标价
NDR 收获 : FY24 / 25E 的多重增长动力和利润率恢复 ; 维持买入
PHEVs key to FY24; Earnings likely still resilient
4Q23 results set the tone for resilient FY24
零售周观点:资生堂FY24 H1归母净利润同比-100%,拉夫劳伦FY25 Q1净利润同比+28%
FY24业绩点评:超预期高质量增长,新财年品类拓展仍值得期待
Margin dent from price cuts lingers into FY24-25