Falabella集团2024年Q1财报分析：净利润增长6000万美元的战略密码

Falabella集团2024年Q1财报分析：净利润增长6000万美元的战略密码

Falabella Group Q1 2024 Financial Report: The Strategic Code Behind $60M Net Profit Growth

核心数据速览/Key Highlights:

• 生态系统客户达3500万/35M ecosystem customers
• 总收入29.16亿美元（同比+4%）/$2.916B total revenue (+4% YoY)
• EBITDA利润率10.4%/10.4% EBITDA margin
• 净利润6000万美元/$60M net profit

全渠道零售战略成效显著/Omnichannel Retail Strategy Success:

Falabella集团2024年第一季度全渠道业务全面增长：
The group achieved across-the-board growth in omnichannel business:

• 百货商店：收入6.91亿美元（+7%）
Department stores: $691M revenue (+7%)

• 家居装修：新开2家Sodimac门店，会员增长5%
Home improvement: Opened 2 new Sodimac stores, 5% member growth

• 电子商务：卖家销售额增长9%，48小时送达率70%
E-commerce: 9% seller sales growth, 70% 48-hour delivery rate

战略调整关键动作/Strategic Adjustments:

1. 关闭低效门店：优化智利零售网络
Store optimization: Closed underperforming stores in Chile

2. 平台整合：集中资源发展falabella.com核心平台
Platform consolidation: Focused resources on falabella.com

3. 区域扩张：在哥伦比亚新开67,000㎡购物中心
Regional expansion: Opened new 67,000㎡ mall in Colombia

ESG成就获得国际认可/ESG Achievements:

• CDP气候变化评级从F级升至B级
CDP climate change rating improved from F to B

• 入选全球可持续发展企业前10%
Ranked in top 10% of global sustainable companies

• 可再生能源使用率达73%
73% renewable energy usage

CEO Alejandro González强调："我们的客户中心战略在充满挑战的市场环境中证明了其价值。通过持续优化运营效率和精准把握消费者需求，集团实现了质量型增长。"
"Our customer-centric strategy has proven its value in challenging market conditions. Through continuous optimization of operational efficiency and precise grasp of consumer needs, the Group has achieved quality growth."

中国卖家机会/Opportunities for Chinese Sellers:

Falabella.com作为拉美领先电商平台，正在积极寻求与中国优质品牌合作，共同开拓3500万用户的巨大市场。
As a leading e-commerce platform in Latin America, Falabella.com is actively seeking partnerships with quality Chinese brands to tap into its 35-million-user market.