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MYT Netherlands Parent B.V. (MYTE) Q4 2024 Earnings Call Transcript Summary

MYT Netherlands Parent B.V. (MYTE) Q4 2024 Earnings Call Transcript Summary

MYt荷蘭母公司b.V.(MYTE)2024年第四季度業績會議文本摘要
富途資訊 ·  09/12 23:53  · 電話會議

The following is a summary of the MYT Netherlands Parent B.V. (MYTE) Q4 2024 Earnings Call Transcript:

以下是MyT荷蘭母公司(MYTE)2024年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • MYTE achieved strong revenue growth and a positive adjusted EBITDA in Q4. Adjusted EBITDA margin improved significantly in H2.

  • Gross merchandise value (GMV) increased by 7.1% year-over-year.

  • Net sales showed a solid growth of 9.7% in Q4 and 13.8% in H2.

  • Gross profit margin stood strong at 47.4% despite a slight slippage.

  • Operating cash flow was positive with no bank debt, showcasing strong financial health.

  • MYTE在第四季度實現了強勁的收入增長和調整後的息稅折舊攤銷前利潤爲正。調整後的息稅折舊攤銷前利潤率在下半年顯著提高。

  • 商品總價值(GMV)同比增長7.1%。

  • 第四季度淨銷售額穩步增長9.7%,下半年增長13.8%。

  • 儘管略有下滑,毛利率仍保持強勁的47.4%。

  • 運營現金流爲正,沒有銀行債務,顯示出強勁的財務狀況。

Business Progress:

業務進展:

  • MYTE focused on engaging with top customers resulting in a 3.4% growth in top customers and 4.6% increase in average spend per top customer in Q4.

  • Leveraged exclusive collections and high-impact campaigns leading to profitable growth and market share gains.

  • Hosted unique, upscale events and experiences in cooperation with luxury brands and expanded operations to the Leipzig distribution center.

  • MYTE專注於與頂級客戶互動,使第四季度頂級客戶增長了3.4%,每位頂級客戶的平均支出增長了4.6%。

  • 利用獨家藏品和高影響力的活動帶來了利潤增長和市場份額的提高。

  • 與奢侈品牌合作舉辦了獨特的高檔活動和體驗,並將業務擴展到萊比錫配送中心。

Opportunities:

機會:

  • U.S. continues to be a significant growth driver, proving to be an advantageous market with a unique response to MYTE's offerings.

  • The company plans further investments to bolster future business growth.

  • 美國仍然是重要的增長動力,事實證明美國是一個優勢市場,對MYTE的產品做出了獨特的回應。

  • 該公司計劃進一步投資以促進未來的業務增長。

Risks:

風險:

  • Challenges remain in China and Asia due to ongoing macroeconomic headwinds and uncertainties.

  • The luxury market consolidation can affect the promotional environment and customer acquisition costs.

  • 由於持續的宏觀經濟阻力和不確定性,中國和亞洲仍然面臨挑戰。

  • 奢侈品市場的整合可能會影響促銷環境和獲客成本。

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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