英文【Bernstein】中国运动服装线上监测:5月趋势放缓

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📄 文件全名
英文【Bernstein】中国运动服装线上监测:5月趋势放缓-18页.pdf
🎯 适合读者
战略规划行业研究员
📊 核心数据
  1. China's online sportswear sales grew 7% in May, a continued deceleration from
  2. the 14% trend in April and 20% YTD trend, in part impacted by the tough comp, as
  3. May’24 sales grew +39% YoY vs. 17% overall 2024 trend. However, increasingly, 6.18 presales are being pulled forward into May, suggesting that demand for sportswear going into
  4. retail trend (+7.4% vs 4-5% in May) as Chinese consumers increasingly prioritize
  5. from Tmall/Taobao and accounting for approximately 43% of online sportswear GMV
🏷️ 核心议题
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报告摘要

For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 16-Jun-2025 China Sportswear Online Monitor: Trend decelerating in May aneesha.sherman@bernsteinsg.com

📋 核心要点(部分)

  1. 17 June 2025

❓ 常见问题

《英文【Bernstein】中国运动服装线上监测:5月趋势放缓》主要包含哪些内容?

For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 16-Jun-2025 China Sportswear Online Monitor: Trend decelerating in May aneesha.sherman@bernsteinsg.com核心数据:China's online sportswear sales grew 7% in May, a continued deceleration from;the 14% trend in April and 20% YTD trend, in part impacted by the tough comp, as;May’24 sales grew +39% YoY vs. 17% overall 2024 trend. However, increasingly, 6.18 presales are being pulled forward into May, suggesting that demand for sportswear going into。

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