财报电话会议摘要 | Birkenstock (BIRK.US) 2024 年第二季度财报会议
最佳回答:
财报电话会议摘要 | Birkenstock (BIRK.US) 2024 年第二季度财报会议
The following is a summary of the Birkenstock Holding Plc (BIRK) Q2 2024 Earnings Call Transcript:Financial Performance:Birkenstock reported Q2 2024 revenue of EUR 481 million, an increase of 23% year-over-year.Adjusted EBITDA for the quarter was EUR 162 million, representing a margin of 33.7%.Gross profit margin decreased to 56.3%, down by 320 basis points from the previous year, primarily due to capacity expansion costs and inflation-related increases in wages.Net leverage was reduced to 2.6 with the use of cash generated from operations.Business Progress:Expanded the retail footprint by opening six new stores, bringing the total to 57, which are performing above expectations.Increased production capacity in Germany and Portugal to support growing global demand.Demonstrated strong digital growth with a 29% increase from the previous year, driven by a fast-growing membership program.Opportunities:Continued growth in the Americas and Europe, with notable performance in DTC channels.Expansion in APMA region with significant revenue growth driven by new retail stores and strong online demand.Strategic price increases and premium product shifts contributing to ASP growth.Risks:Gross margin pressures from new capacity expansions and wage increases are expected to temporarily affect profitability.The market environment remains challenging with selective consumer spending impacting the broader industry.Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.。
南通,一个美丽的小城市,每当夜幕降临,小巷子们就仿佛变成了一个个神秘的角落。2023年,我有幸走进了这些南通的夜晚小巷子,见证了许多令人惊叹的景象。
夜晚的小巷子里,一片安静。地面上铺着不规则的石子,嘈杂的人声远去,只剩下灯光的柔和。点点灯光照亮了小巷子的一隅,令人忍不住走进去探索一番。