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安踏VS李宁VS特步,国货之光还有哪些困窘?- DoNews专栏


2014年,FILA成功实现转亏为盈,也就是从这一年开始,安踏保持双位数增长;2015年,安踏营收突破百亿元门槛,达到当时国内体育用品公司业绩的最高点。
2019年,安踏首次在报表中单独披露FILA的业绩,FILA的收入为147.7亿,占比43.5%。到2020年,FILA的收入占比继续提高至49.14%。
(数据来源:安踏2020年度财报)
(数据来源:安踏2020年度财报)
在安踏深度绑定FILA之下,实际上透着两大隐忧:
不管是之前的百丽还是现在的安踏,他们买的都是FILA在大中华区的业务。就像华晨宝马、上海大众一样,华晨、上汽们买的不是这个品牌,而是这个品牌在中国的经营权。
所以,安踏的FILA只是中国的FILA。FILA的布局只是在中国的布局。很显然,安踏没有权限将FILA打造成一个全球性品牌,去和耐克、阿迪达斯竞争。
第二,主品牌定位尴尬� ....

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