Earnings Call Summary | John B. Sanfilippo & Son(JBSS.US) Q2 2024 Earnings Conference
Earnings Call Summary | John B. Sanfilippo & Son(JBSS.US) Q2 2024 Earnings Conference
The following is a summary of the John B. Sanfilippo & Son, Inc. (JBSS) Q2 2024 Earnings Call Transcript:
以下是 John B. Sanfilippo & Son, Inc. (JBSS) 2024年第二季度财报电话会议记录摘要:
Financial Performance:
财务业绩:
John B. Sanfilippo & Son reported Q2 net sales of $291 million, surpassing its previous Q2 record.
The company saw a 13.1% increase in diluted earnings per share, influenced by the Lakeville acquisition.
The Lakeville acquisition contributed $28.7 million or 10.5% to the company's quarterly net sales.
Gross profit margin decreased to 19.9% from 20.6%, significantly affected by the Lakeville acquisition. Without this acquisition, the gross profit margin increased approximately by 260 basis points.
Net income for Q2 2024 was $19.2 million or $1.64 per diluted share, up from $1.45 per diluted share in the same period last year.
Total inventory increased by 14%, primarily due to the Lakeville acquisition; excluding it, the total inventory value decreased by 6.9%.
John B. Sanfilippo & Son报告称,第二季度净销售额为2.91亿美元,超过了之前的第二季度纪录。
受莱克维尔收购的影响,该公司的摊薄后每股收益增长了13.1%。
对莱克维尔的收购为该公司的季度净销售额贡献了2870万美元,占10.5%。
毛利率从20.6%下降至19.9%,这受到收购莱克维尔的重大影响。如果没有此次收购,毛利率增加了约260个基点。
2024年第二季度的净收益为1,920万美元,摊薄每股收益为1.64美元,高于去年同期的摊薄每股收益1.45美元。
总库存增长了14%,这主要是由于对莱克维尔的收购;不包括它,总库存价值下降了6.9%。
Business Progress:
业务进展:
The company has successfully integrated Lakeville, attracting major customers to visit the Lakeville manufacturing facility in the coming months.
JBSS continues to expand its presence in the $8 billion snack bar category aiming to be the premier partner for private brands in the nutrition and snack bars category.
The company is also widening its foothold in the foodservice sector through strategic partnerships and non-commercial channels.
The company aims to become a $2 billion business and is investing in its workforce and environmental stewardship.
Sales volume increased in the consumer distribution and commercial ingredients channel, primarily due to the Lakeville acquisition. However, a decrease was noted in the contract packaging distribution channel due to fewer seasonal items and reduced promotional activity.
该公司已成功整合了莱克维尔,在未来几个月内吸引了主要客户参观莱克维尔的制造工厂。
JBSS继续扩大其在80亿美元小吃店类别中的影响力,目标是成为营养和小吃店类别中自有品牌的主要合作伙伴。
该公司还通过战略合作伙伴关系和非商业渠道扩大其在餐饮服务领域的立足点。
该公司的目标是成为一家价值20亿美元的企业,并正在投资其员工队伍和环境管理。
消费者分销和商业原料渠道的销量增加,这主要是由于对莱克维尔的收购。但是,由于季节性商品减少和促销活动减少,合同包装分销渠道有所减少。
More details: John B. Sanfilippo & Son IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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