
揭秘上市公司财报背后的故事。
| Publishes | Twice monthly | Episodes | 15 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language | Categories | Health & FitnessNews | |||

👉 本期要点
“诈尸”唠嗑,猫总开新节目啦,名字叫做《草台班课代表》,大家 fo 起来🥳
为什么开?
• 尝试利用最新的 AI 技术,更快更好的分享上市公司的最新财报信息
聊什么?
• 健身健康、消费品、零售领域的上市公司财报解读
• AI、互联网领域的上市公司财报解读
有什么特点?
• 争取做到日 N 更(及时覆盖公司的最新信息)
• 从财务变化、业务两点、管理层洞见、投资者关注点等方面详细分析最新财报电话会议信息
• 有两位新主播(小何和小北)加入
• 节目中会引用... more
本期节目尝试一下只聊一家公司:刚发财报而且股价创新高的 lululemon。看看他们这个季度有什么新亮点和有意思的地方。
👉 本期要点
产品上新
* 02:40 防守反击 Skims,上新女式内衣系列 Wundermost
* 04:36 男装休闲产品线升级,开始测试电视广告提升品牌认知
* 09:16 包包业务扩充子品类,增速迅猛
年底打折季
* 11:22 黑五打折带动 App 下载
* 15:53 毛利率逆市增长,零元购影响不大
与 Peloton 的合作
* 17:56 资产减记 mi... more
本期番外篇的嘉宾是吟书,他目前经营着一家沪上广告公司。
在运动健身方面,吟书是一位马拉松精英跑者,也是 lululemon 品牌大使,同时他还是趣跑 App 的主理人。
我们一起讨论了跑圈用户的在运动健身方面的消费习惯,以及趣跑独特的商业模式。
希望你能喜欢我们这次有趣的对话。
👉 本期要点
话题一:关于跑团
* 01:21 参加跑团的动机是什么?
* 03:41 跑团冷启动是怎么做的?
* 05:29 跑团运营的难点是什么?
* 06:33 跑团之间有什么差异?
话题二:跑团用户的消费习惯 more
👉 本期要点
* 01:57 Adidas 转型进行中,刚恢复售卖 Yeezy 不久又要停售是怎么回事?
* 08:09 The North Face 日韩销量激增,母公司 Goldwin 如何分析背后原因?
* 13:06 星球健身上个季度大跌后股价迎来强势反弹是因为什么?
📈 相关上市公司
* ADS (阿迪达斯)
* 8111.jp (Goldwin, The North Face)
* PLNT (星球健身)
🏞️ 补充信息
* 阿迪达斯北美库存清理进行中
* 公司季度营收增长 1... more









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猫总聊财报 launched 3 years ago and published 15 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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