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唐吉诃德发展历程
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所属报告：
折扣零售行业专题：全面复盘美日“一元店”龙头性价比驱动全球化之路-240329（41页）.pdf
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唐吉诃德各门店类型构成变化
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行业数据
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产业概述
2025-03-17
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1997年以来唐吉诃德股价涨幅达到134倍（倍）
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行业数据
2024-12-09
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唐吉诃德营收（百万日元）及增速
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2024-03-08
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唐吉诃德门店数与每个网点平均销售额
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其它
2024-03-08
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唐吉诃德与同时代硬折扣““玩家””毛利率比较
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2024-03-08
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唐吉诃德门店数量持续向上
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其它
2024-01-09
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唐吉诃德独特商业模式
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商业模式
2023-12-21
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唐吉诃德与同业的销售额增速对比
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行业数据
2023-12-11
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2006-22年唐吉诃德净利润稳步提升
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其它
2023-12-11
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正如前文所述，同样在日本 20 世纪 70 年代性价比消费开始崛起期间，唐吉诃德创始人安田隆夫于 1978 年 10 月在东京西荻洼开设了唐吉诃德的前身：一家名为“小偷市场”的 18 坪杂货店，售卖库存尾货和临期食品，并分别于 1980 年和 1982年成立 Just 公司和 Leader 公司从事尾货批发业务。在日本经济泡沫尾期 1989年，安田隆夫于东京都府中市开设第一家唐吉诃德门店，正式进入折扣零售运营。1995 年公司变更为唐吉诃德株式会社，并于 1998 年上市并开启日本全国扩张。
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