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Earnings Call Summary | Helen Of Troy(HELE.US) Q4 2024 Earnings Conference

Earnings Call Summary | Helen Of Troy(HELE.US) Q4 2024 Earnings Conference

業績電話會議摘要 | Helen Of Troy (HELE.US) 2024 年第四季度業績會議
富途資訊 ·  04/25 10:25  · 電話會議

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。


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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