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February 8, 2024
財經

安德瑪上季銷售放緩 成本得以控制盈利超預期

運動用品及服裝製造商安德瑪 Under Armour 週四(8日)公佈上季度財報,儘管節日季度銷售放緩,但由於公司努力控制成本,盈利超出預期,同時上調了全年獲利財測。

受北美需求疲軟和批發訂單放緩影響,Under Armour 上季度營收達 14.9 億元,略低於預期的 15 億元;淨利潤為 1.141 億元,即每股 26 美分,略低於去年同期的 1.216 億元及每股 27 美分。

不包括與出售 MyFitnessPal 平台相關的一次性項目、稅收影響和訴訟準備金,公司調整後的淨利潤約為 8,400 萬元,即每股 19 美分,高於預期的 11 美分。

約佔公司銷售額 60% 的批發收入,上季度下降 13% 至 7.12 億元,主要由於合作夥伴面臨自身的需求和庫存挑戰而減少了訂單。

與同行一樣,Under Armour 致力於擴大面向消費者的直接銷售,上季度直接銷售額增長 4% 至 7.41 億元,實體商店和數位銷售額分別增長 5% 和 2%。

展望全年銷售額,Under Armour 目前預計將下降 3% 至 4%,略高於此前預期。不過,公司同時上調了對全年毛利率和獲利預期,其中全年毛利率預計增長 1.2 至1.3 個百分點,每股收益預計為 57 至 59 美分,高於先前的 47 至 51 美分。 

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