新秀麗(01910.HK)：2024年經調整淨收入3.7億美元
格隆匯3月13日丨新秀麗(01910.HK)發佈公告，截至2024年12月31日止年度，銷售淨額爲35.886億美元，按年減少2.5%(按不變匯率基準計算則減少0.2%)。2023年度，公司錄得銷售淨額異常強勁增長。該按年比較反映出2024年度公司經營所在若幹主要市場的消費者情緒較預期疲弱，導致對可自由支配項目(包括高端及奢侈品牌)的支出縮減及零售客戶流量減少。2024年度，公司亦受到競爭對手在各個市場(尤其是在印度)增加打折促銷活動的影響。持續強勁的全球旅遊業及觀光業趨勢有助於緩解2024年度宏觀經濟困境的影響。相比之下，公司2023年度的銷售淨額受以下因素推動：亞洲地區疫情後(尤其是中國於2023年初取消限制後)旅遊復甦、2023年夏季旅遊旺季前北美洲對批發客戶的銷售額增長，以及受到對TUMI主要核心產品系列需求上升的推動及先前延誤的存貨終於到貨的支持而導致TUMI品牌銷售強勁。
2024年度，公司毛利率擴大至60.0%，按年增長70個基點。這一增長歸因於核心新秀麗、TUMI及American Tourister品牌的毛利率提高，這受惠於公司過去數年升級品牌方面的成功投資，以及對促銷折扣的持續嚴格控制。此外，公司DTC渠道的銷售淨額份額增加亦有助於毛利率按年增長。毛利由2023年的21.828億美元減少1.4%至2024年度的21.522億美元，乃由於銷售淨額減少，部分被毛利率上升所抵銷。經調整EBITDA(一項非IFRS財務計量工具)同比減少3.7%至2024年度的6.83億美元。經調整淨收入(一項非IFRS財務計量工具)同比減少5.8%至2024年度的3.698億美元。2024年度，股權持有人應佔溢利爲3.456億美元，同比減少12.9%，每股基本盈利0.239美元，經調整每股基本盈利0.256美元。於2025年3月12日，董事會建議向股東派發1.50億美元或每股約0.1074美元的股息。股息須待股東於公司應屆股東周年大會上批準後方可作實。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
