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全球运动服装价格情报（11月18日）：阿迪达斯、彪马在欧洲表现疲软
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数据简介
Europe footwear pricing has stayed weak since September for adidas & PumaOur November data from UBS Evidence Lab shows pricing momentum in Europe forboth adidas and Puma is at lowest levels seen this year.This is led by lower averageselling prices year-on-year at own-retail. Promotional activity in Europe footwear atboth adidas and Nike rermains consistent with levels seen since the summer, though atadidas recent levels are higher than the comparable Sep-Nov '17 period which was anotably full-price period. The median inventory age of footwear SKUs is also consistentwith summer levels at adidas/NMike, though is higher at Puma yly.
详情描述
全球运动服装价格情报（11月18日）：阿迪达斯、彪马在欧洲表现疲软 Recent EU footwear read-throughs have looked negative for adidas & PumaSanta has not brought any festive cheer for the EU sports brands this month.Last weekSports Direct described November trading in the UK as 'unbelievably bad',and thisweek Asos flagged a 'clear slowdown' in men's sneakers. This follows Puma's Q3 callhighlighting that the 'sneakerboom' in Europe may have lost some mormnentum. We aremindful that Brexit，Nike share gains,DTC launches,and brand goals to keep thechannel clean through Q4 ahead of new launches may all be playing a role too. adidas' pricing momentum is turning negative in all regions Our latest Us wholesale pricing analysis shows that the proportion of adidas footwearon promotion ticked up in Novermber more than peers. Globally the trajectory of ourpricing data suggests adidas overall topline momentum will slow intc 2019 (ivs 2018~8.5%).Extrapolating current trends into 2019 must take into account(1) adidas is ontrack to achieve the high end of the LTIP target for 2018 even allowing for a Q4deceleration; (2) management is focused on keeping the channel clean ahead of 2019;3) pricing was pushed hard in 2018,particularly in Western Europe, and managementis taking selective measures to make pricing more competitive into 1H19. What's inside this report Inside we analyse latest monthly trends in online price and prornotion powered by uesEvidence Lab. We cover the 4 leading brands across 5 key markets (Us, Germany,UK.,China and Japan) and analyse online dynamics on both brands' own websites (allmarkets) and at wholesale (Us only). we believe our data gives investors importantinsight into brand momentum relative to peers as well as overall industry pricing trends. 【更多详情，请下载：全球运动服装价格情报（11月18日）：阿迪达斯、彪马在欧洲表现疲软】
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