Growth StrategyThe company’s mega store strategy and development of self-owned IP also bode well for medium-term growth.
International ExpansionOverseas revenue increased by 29% year-over-year, highlighting successful international expansion.
Revenue And Earnings GrowthSequential revenue/earnings growth reacceleration looks intact amid an easier base, rising contribution from more profitable mega stores, fine-tuned overseas DTC expansion plan, and upcoming peak season for overseas DTC stores.