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February 11, 2022
財經

Under Armour Q4財報優預期 供應鏈瓶頸影響前景

體育用品公司安德瑪 Under Armour 11日公布最新財報,受年底假期銷售帶動,第四季度營收及銷售額均優於市場預期,但公司警告,供應鏈瓶頸使獲利前景蒙上陰影。

Under Armour 第四季度財報顯示,營收年增 8%至15.3 億美元,優於預期的 14.7 億美元。毛利率年增 130 個基點至 50.7%;淨利潤為1.097 億美元,低於去年同期的 1.845 億美元;調整後每股收益14 美分,優於預期的 7 美分。

銷售額方面,北美銷售額年增 15%至 11 億美元;國際市場年增 3% 至 4.61 億美元;電子商務比去年同期增長 4%,佔整體面向消費者銷售額的 42%,其餘來自零售商的實體店。當中服裝及鞋類的銷售額分別上升18%及17%,但配飾下降 27%。

對於現時過渡財季的展望,公司預計銷售額將增長中個位數,高於此前預期低個位數的增長。

Under Armour 同時警告,持續的供應鏈限制恐導致春夏訂單減少,運費上漲將影響未來幾個月的利潤,預計收益將在每股 2 至 3 美分之間。

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