PHEVs key to FY24; Earnings likely still resilient
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%
Recovering cross-border medical consumption in FY24
FY23Q4及FY24成长预期乐观
同店改善明显,期待FY24业绩增长
短期销售复苏迅速,FY24业绩快速增长可期
FY24一季度流水点评:流水实现高质量增长,运营效率持续改善
FY24集团门店净增136家,期待同店数据转好
–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23/FY24E
FY24中期业绩不及预期