Earnings Call Summary | Helen Of Troy(HELE.US) Q4 2024 Earnings Conference
Earnings Call Summary | Helen Of Troy(HELE.US) Q4 2024 Earnings Conference
The following is a summary of the Helen of Troy Limited (HELE) Q4 2024 Earnings Call Transcript:
以下是特洛伊海倫有限公司(HELE)2024年第四季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
Helen of Troy exceeded the full-year fiscal '24 consolidated net sales and adjusted EPS outlook.
Gross profit margin expanded by 390 basis points.
Generated $269 million in free cash flow, and decreased total debt to $665.7 million.
Expects free cash flow in the range of $255 million to $275 million, and adjusted EBITDA of $324 million to $331 million for FY '25.
Planning to make investments worth 100bps, targeting growth.
Predicts GAAP diluted EPS of $6.68 to $7.45 for the full year.
Anticipates capital expenditures of between $30 million and $35 million for fiscal '25.
Expects net sales between $1.965 billion and $2.025 billion in fiscal '25, indicating a decline of 2% to growth of 1%.
特洛伊的海倫超過了24財年全年合併淨銷售額和調整後的每股收益展望。
毛利率增長了390個點子。
創造了2.69億美元的自由現金流,並將總負債減少至6.657億美元。
預計25財年自由現金流在2.55億美元至2.75億美元之間,調整後的息稅折舊攤銷前利潤爲3.24億美元至3.31億美元。
計劃進行價值100個點子的投資,目標是增長。
預計全年GAAP攤薄後每股收益爲6.68美元至7.45美元。
預計25財年的資本支出在3000萬至3500萬美元之間。
預計25財年的淨銷售額在19.65億美元至20.25億美元之間,下降2%至增長1%。
Business Progress:
業務進展:
Initiated Project Pegasus for strategic investments.
Launched plans to accelerate the investment in cloud infrastructure.
Reported progress with objectives, including global operational expansion.
Plans to implement an expanded go-to-market structure with the North America RMO in fiscal '25.
Expects some margin compression from the expiration of out-licensed wellness brand relationships.
Expects robust volume growth from direct-to-consumer (DTC) platforms.
Plans to increase investment in brand health and upscaling market share.
Anticipates lumpy revenues due to new distribution layers going into subsequent quarters.
Will prioritize white space distribution opportunities.
Planned further distribution expansions for FY 2025, with successful progress noted in fiscal 2024.
OXO Soft Works' early roll-out at Walmart as a highlight; further expansion expected throughout FY 2025.
啓動飛馬項目,進行戰略投資。
啓動了加速雲基礎設施投資的計劃。
報告了目標方面的進展,包括全球業務擴張。
計劃在25財年與北美RMO一起擴大市場準入結構。
預計外牌健康品牌關係到期後,利潤會有所壓縮。
預計直接面向消費者(DTC)平台的銷量將強勁增長。
計劃增加對品牌健康的投資並擴大市場份額。
由於後續季度將出現新的分銷層,預計收入將不景氣。
將優先考慮空白空間分配機會。
計劃在2025財年進一步擴大分銷,並在2024財年取得成功進展。
OXO Soft Works在沃爾瑪的早期推出是一大亮點;預計在2025財年將進一步擴張。
More details: Helen Of Troy IR
更多詳情: 特洛伊的海倫 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。