Earnings Call Summary | SAMSONITE INTL SA(SMSOF.US) Q4 2023 Earnings Conference
Earnings Call Summary | SAMSONITE INTL SA(SMSOF.US) Q4 2023 Earnings Conference
The following is a summary of the Samsonite International S.A. (SMSOF) Q4 2023 Earnings Call Transcript:
以下是新秀麗國際有限公司（SMSOF）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Samsonite International reported a Q4 sales increase of 30.4% to $3.7 billion, with strong growth across all brands and regions.
EBITDA rose by 19.3% to reach $710 million, with robust gross margins at 59.3%.
The company reinstated its dividend program following a $284 million cash generation.
Samsonite successfully reduced its debt level to 1.53x, thereby de-levering the business.
Q1 financials showed strong growth, particularly in China and Japan. North American EBITDA margin growth was primarily driven by the Tumi brand.
Long-term prospects look promising, especially in China, where the company foresees its business doubling in size over the next five to seven years.
新秀麗國際報告稱，第四季度銷售額增長30.4％，達到37億美元，所有品牌和地區均實現強勁增長。
息稅折舊攤銷前利潤增長了19.3％，達到7.1億美元，毛利率強勁，達到59.3％。
在產生了2.84億美元的現金之後，該公司恢復了分紅計劃。
新秀麗成功地將其債務水平降至1.53倍，從而降低了業務的槓桿率。
第一季度財務表現出強勁的增長，尤其是在中國和日本。北美息稅折舊攤銷前利潤率增長主要是由Tumi品牌推動的。
長期前景看好，尤其是在中國，該公司預計其業務規模將在未來五到七年內翻一番。
Business Progress:
業務進展：
The company experienced growth across all brands, with more profitable brands such as Tumi growing at a faster pace.
Samsonite plans to open 50-60 new stores per year, primarily in Asian markets, pushing its direct-to-consumer strategy.
In a partnership with the U.S. National Gymnastics Team, the company has added reach and engagement to its consumer base.
The company's D2C e-commerce sales increased by 38%, and the brand is heavily investing in this strategy.
Significant progress has been made in sustainability with 34% of sales coming from products incorporating some level of sustainability.
The company plans to transform the luggage industry in terms of sustainability and is also focusing on diversity, with aims to increase female leadership.
The company is also considering potential market re-listings and eventual share buybacks to maintain shareholder value.
該公司所有品牌都實現了增長，利潤更高的品牌（例如Tumi）以更快的速度增長。
新秀麗計劃每年開設50-60家新門店，主要在亞洲市場，推動其直接面向消費者的戰略。
通過與美國國家體操隊的合作，該公司擴大了其消費者群的覆蓋面和參與度。
該公司的D2C電子商務銷售額增長了38％，該品牌正在對這一戰略進行大量投資。
在可持續發展方面取得了重大進展，34％的銷售額來自具有一定程度的可持續性的產品。
該公司計劃在可持續性方面對箱包行業進行轉型，還注重多元化，旨在提高女性領導力。
該公司還在考慮可能的市場重新上市和最終的股票回購，以維持股東價值。
More details: SAMSONITE INTL SA IR
更多詳情： 新秀麗國際美國
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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譯文內容由第三人軟體翻譯。