PUMA's Rocky Road: 2023 Impacted By Geopolitical Strain, Currency Fluctuations
PUMA's Rocky Road: 2023 Impacted By Geopolitical Strain, Currency Fluctuations
PUMA SE (OTC:PUMSY) reported preliminary 2023 results, impacted by a globally challenging geopolitical and macroeconomic environment.
受全球挑战的地缘政治和宏观经济环境影响，彪马证券交易所（场外交易代码：PUMSY）公布了2023年的初步业绩。
The German sportswear company reported 2023 sales growth of 1.6% (+6.6% in constant currencies) to around €8.602 billion (vs. guidance of high single-digit currency-adjusted growth), owing to extraordinary devaluation of the Argentine peso by 54% in December 2023 and the application of hyperinflationary accounting.
这家德国运动服公司报告称，2023年销售额增长1.6％（按固定货币计算增长6.6％），达到约86.02亿欧元（相比预期的个位数高增长），这是由于阿根廷比索在2023年12月异常贬值了54％，以及应用了恶性通货膨胀会计。
PUMA sees EBIT of about €622 million (vs. guidance of €590 million to €670 million).
彪马预计息税前利润约为6.22亿欧元（预期为5.9亿欧元至6.7亿欧元）。
Excluding the impact of the Argentine peso devaluation, PUMA witnessed currency-adjusted sales growth of above 8% and an EBIT above last year figure of €641 million. Net income came in at €305 million in the year.
不包括阿根廷比索贬值的影响，经汇率调整后，PUMA的销售额增长超过8％，息税前利润高于去年的6.41亿欧元。该年度的净收入为3.05亿欧元。
In the fourth quarter of FY23, sales fell around 9.8% Y/Y (-4.0% in constant currencies) to about €1.982 billion, and EBIT rose significantly to around €94 million (vs. €41 million prior year quarter).
在23财年第四季度，销售额同比下降约9.8％（按固定货币计算为-4.0％），至约19.82亿欧元，息税前利润大幅增长至约9400万欧元（去年同期为4100万欧元）。
Net income fell to €0.8 million from €1.4 million a year ago due to the impact of the peso devaluation.
由于比索贬值的影响，净收入从去年同期的140万欧元降至80万欧元。
The company stated that both sales and net income are below the analysts' consensus.
该公司表示，销售额和净收入均低于分析师的共识。
FY24 Outlook: The company expects a mid-single-digit currency-adjusted sales growth and an EBIT of €620 million to €700 million.
24财年展望：该公司预计，经汇率调整后的销售额将实现中等个位数的增长，息税前利润为6.2亿欧元至7亿欧元。
The company assumes that corresponding price increases in Argentina will fully compensate for the future devaluation of the Argentine peso.
该公司认为，阿根廷相应的价格上涨将完全弥补阿根廷比索未来的贬值。
The EBIT guidance, which equates to $676 million-$763 million in USD, is below the consensus estimate of €726 million (according to Citi analysts), said Reuters.
路透社说，息税前利润指引相当于6.76亿美元至7.63亿美元，低于市场普遍预期的7.26亿欧元（根据花旗分析师的说法）。
Puma's below-consensus FY24 guidance led to a sharp decline in shares of over 8% to their lowest since 2018, owing to a tougher economic environment and weak demand, added Reuters.
路透社补充说，由于更艰难的经济环境和需求疲软，彪马的24财年指引低于共识，导致股价急剧下跌8％以上，至2018年以来的最低水平。
Puma's CEO Arne Freundt said, "For 2024, we foresee the geopolitical and macroeconomic challenges as well as highly volatile currencies to persist. This continues to weigh on consumer sentiment and demand, especially in the first half of 2024."
彪马首席执行官阿恩·弗洛因特表示：“到2024年，我们预计地缘政治和宏观经济挑战以及高度波动的货币将持续存在。这继续打压消费者的情绪和需求，尤其是在2024年上半年。”
Price Action: PUMSY shares are down 9.78% at $4.15 on Wednesday.
价格走势：周三，PUMSY股价下跌9.78％，至4.15美元。
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译文内容由第三方软件翻译。