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Earnings Call Summary | Ermenegildo Zegna NV(ZGN.US) Q4 2023 Earnings Conference

Earnings Call Summary | Ermenegildo Zegna NV(ZGN.US) Q4 2023 Earnings Conference

業績電話會議摘要 | 內華達州 Ermenegildo Zegna (ZGN.US) 2023 年第四季度業績發佈會
富途資訊 ·  04/06 03:52  · 電話會議

The following is a summary of the Ermenegildo Zegna N.V. (ZGN) Q4 2023 Earnings Call Transcript:

以下是 Ermenegildo Zegna N.V. (ZGN) 2023 年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Ermenegildo Zegna N.V., reported a revenue of €1.9 billion in 2023, a rise of 28% and an organic rise of 19%.

  • Their adjusted EBIT reached €220 million with an 11.6% margin, a 100 basis points increase from 2022.

  • The net profit doubled compared to 2022.

  • The company experienced an increased trade working capital in 2023 to €449 million, which was 23.6% of revenues, mainly driven by increased business and investment in continuity collections.

  • Zegna generated €72 million in free cash flow last year due to improved operating profit results.

  • The company plans on improving their gross margin by managing the price lever and increasing retail presence, particularly in North America.

  • Ermenegildo Zegna N.V. 報告稱,2023年收入爲19億歐元,增長28%,有機增長19%。

  • 他們調整後的息稅前利潤達到2.2億歐元,利潤率爲11.6%,比2022年增長了100個點子。

  • 與2022年相比,淨利潤翻了一番。

  • 該公司的貿易營運資金在2023年增加到4.49億歐元,佔收入的23.6%,這主要是由於業務的增加和對連續性收款的投資的增加。

  • 由於經營利潤業績的改善,傑尼亞去年創造了7200萬歐元的自由現金流。

  • 該公司計劃通過管理價格槓桿和增加零售業務來提高毛利率,尤其是在北美。

Business Progress:

業務進展:

  • The company enriched their brand portfolio with the acquisition of TOM FORD FASHION.

  • Sustainability commitments set for 2023 were achieved, including signing on 87% of their employees on DE&I topics and using 97% renewable energy in their European operations.

  • Zegna One brand strategy was used successfully, with a focus on customer base expansion in Greater China.

  • The SECONDSKIN collection was launched globally and showcased across many regions, including China.

  • Thom Browne, another brand under the company's umbrella, had a growth rate of 26% since the brand's incorporation into the group.

  • Zegna is working to strengthen its Direct-to-Customer channel further and manage its wholesale distribution more directly.

  • The company opened two new stores and completed successful retail conversions.

  • Thom Browne plans to expand its footwear and accessories sectors through its wholesale accounts, with Japan leading this growth.

  • 該公司通過收購湯姆·福特時裝豐富了其品牌組合。

  • 設定於2023年的可持續發展承諾已經實現,包括與87%的員工簽訂有關DE&I主題的協議,以及在歐洲業務中使用97%的可再生能源。

  • Zegna One 品牌戰略已成功使用,重點是擴大大中華區的客戶群。

  • SECONDSKIN系列在全球推出,並在包括中國在內的許多地區展出。

  • 自該品牌併入集團以來,該公司旗下的另一個品牌湯姆·布朗的增長率爲26%。

  • Zegna 正在努力進一步加強其直接面向客戶的渠道,並更直接地管理其批發分銷。

  • 該公司開設了兩家新門店,併成功完成了零售轉型。

  • 湯姆·布朗計劃通過其批發賬戶擴大其鞋類和配飾行業,日本引領這一增長。

更多詳情: Ermenegildo Zegna NV 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.

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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