近日，知名投资银行高盛发布报告，将我国著名体育品牌李宁的盈利预期进行了下调。报告中指出，李宁在未来一段时间内面临市场竞争加剧、成本上升等多重压力，这将对公司盈利水平产生影响。
与此同时，Zara的姐妹品牌在中国市场的表现也不尽如人意，大量关店成为无奈之举。随着我国消费者对时尚品味的追求日益多元化，快时尚品牌的市场份额受到一定程度的挤压，转型升级成为当务之急。
此外，奢侈品市场也呈现出价格上涨乏力之势。种种迹象表明，奢侈品市场已逐渐告别高速增长阶段，未来或将面临更为严峻的挑战。在高盛下调李宁盈利预期的同时，我们也应关注到整个国内消费品市场的变化趋势。
Title: Goldman Sachs lowers Li Ning’s profit forecast, Zara’s sister brands close numerous stores in China, luxury goods prices struggle to rise
Keywords: Li Ning, profit forecast, Zara, store closures, luxury goods
News content:
Recently, Goldman Sachs released a report adjusting the profit forecast of Li Ning, a well-known sports brand in China. The report pointed out that Li Ning faces various pressures such as intensified market competition and rising costs in the future, which will affect the company’s profit level.
At the same time, the performance of Zara’s sister brands in the Chinese market is also less than satisfactory, with numerous store closures becoming an inevitable choice. As Chinese consumers’ tastes become more diverse, the market share of fast-fashion brands is being squeezed, and transformation and upgrading have become a matter of urgency.
In addition, the luxury market also shows signs of stagnant price increases. Various signs indicate that the luxury market has gradually bid farewell to rapid growth, and may face more severe challenges in the future. While Goldman Sachs lowers Li Ning’s profit forecast, we should also pay attention to the changing trends of the entire domestic consumer market.
【来源】https://www.36kr.com/p/2597124519492230
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