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.
受全球挑戰的地緣政治和宏觀經濟環境影響，彪馬證券交易所（場外交易代碼：PUMSY）公佈了2023年的初步業績。
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.
這家德國運動服公司報告稱，2023年銷售額增長1.6％（按固定貨幣計算增長6.6％），達到約86.02億歐元（相比預期的個位數高增長），這是由於阿根廷比索在2023年12月異常貶值了54％，以及應用了惡性通貨膨脹會計。
PUMA sees EBIT of about €622 million (vs. guidance of €590 million to €670 million).
彪馬預計息稅前利潤約爲6.22億歐元（預期爲5.9億歐元至6.7億歐元）。
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.
不包括阿根廷比索貶值的影響，經匯率調整後，PUMA的銷售額增長超過8％，息稅前利潤高於去年的6.41億歐元。該年度的淨收入爲3.05億歐元。
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財年第四季度，銷售額同比下降約9.8％（按固定貨幣計算爲-4.0％），至約19.82億歐元，息稅前利潤大幅增長至約9400萬歐元（去年同期爲4100萬歐元）。
Net income fell to €0.8 million from €1.4 million a year ago due to the impact of the peso devaluation.
由於比索貶值的影響，淨收入從去年同期的140萬歐元降至80萬歐元。
The company stated that both sales and net income are below the analysts' consensus.
該公司表示，銷售額和淨收入均低於分析師的共識。
FY24 Outlook: The company expects a mid-single-digit currency-adjusted sales growth and an EBIT of €620 million to €700 million.
24財年展望：該公司預計，經匯率調整後的銷售額將實現中等個位數的增長，息稅前利潤爲6.2億歐元至7億歐元。
The company assumes that corresponding price increases in Argentina will fully compensate for the future devaluation of the Argentine peso.
該公司認爲，阿根廷相應的價格上漲將完全彌補阿根廷比索未來的貶值。
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.
路透社說，息稅前利潤指引相當於6.76億美元至7.63億美元，低於市場普遍預期的7.26億歐元（根據花旗分析師的說法）。
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.
路透社補充說，由於更艱難的經濟環境和需求疲軟，彪馬的24財年指引低於共識，導致股價急劇下跌8％以上，至2018年以來的最低水平。
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."
彪馬首席執行官阿恩·弗洛因特表示：“到2024年，我們預計地緣政治和宏觀經濟挑戰以及高度波動的貨幣將持續存在。這繼續打壓消費者的情緒和需求，尤其是在2024年上半年。”
Price Action: PUMSY shares are down 9.78% at $4.15 on Wednesday.
價格走勢：週三，PUMSY股價下跌9.78％，至4.15美元。
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譯文內容由第三人軟體翻譯。