Earnings Call Summary | PLBY Group(PLBY.US) Q1 2024 Earnings Conference
Earnings Call Summary | PLBY Group(PLBY.US) Q1 2024 Earnings Conference
The following is a summary of the PLBY Group, Inc. (PLBY) Q1 2024 Earnings Call Transcript:
以下是PLBY集團公司（PLBY）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
PLBY Group reported a substantial year-over-year contraction in the EBITDA loss, driven by business transformation and cost cutbacks.
Near breakeven profitability is expected in the second quarter owing to the recovery of licensing revenues.
Honey Birdette is demonstrating strong performance with plans to gradually increase prices by 10%, leading to a rise in the average selling price (ASP).
The Group is noting a shift towards eCommerce, contributing to a larger percentage of sales, with plans to shut down certain underperforming physical outlets in Australia.
PLBY集團報告稱，在業務轉型和成本削減的推動下，息稅折舊攤銷前利潤虧損同比大幅收縮。
由於許可收入的恢復，預計第二季度盈利能力將接近盈虧平衡。
Honey Birdette表現強勁，計劃逐步將價格提高10％，從而導致平均銷售價格（ASP）上漲。
該集團注意到向電子商務的轉變，這促成了更大的銷售比例，並計劃關閉澳大利亞某些表現不佳的實體店。
Business Progress:
業務進展：
PLBY Group has announced new licensing joint venture agreements in China, set to contribute revenue from the next quarter onwards.
These agreements feature enhanced accountability measures and prohibit sub-licensing of the brand without explicit consent from the group.
To drive business investment, the new deals incentivize partners and are designed with shorter tenures, allowing for increased minimum guarantees (MGs) over time.
The company has successfully assembled a top-tier team with proven expertise in content and creator experiences, marking a shift in marketing strategy.
There are plans to revive the Playmate franchise, collaborating with creators for better engagement.
PLBY集團宣佈了在中國簽訂新的許可合資協議，將從下一季度開始增加收入。
這些協議以加強問責措施爲特色，禁止在未經集團明確同意的情況下對品牌進行分許可。
爲了推動商業投資，新協議激勵合作伙伴，並縮短了期限，允許隨着時間的推移增加最低擔保（MG）。
該公司成功組建了一支在內容和創作者體驗方面具有公認專業知識的頂級團隊，這標誌着營銷策略的轉變。
計劃重振Playmate系列，與創作者合作以提高參與度。
More details: PLBY Group IR
更多詳情： PLBY 集團投資者關係
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。