Kenvue, Inc. (KVUE) Q3 2024 Earnings Call Transcript Summary
Kenvue, Inc. (KVUE) Q3 2024 Earnings Call Transcript Summary
Adjusted gross margin expanded by 130 basis points year-over-year to 60.7%, attributed to productivity improvements and favorable value realization.The following is a summary of the Kenvue, Inc. (KVUE) Q3 2024 Earnings Call Transcript:
以下是Kenvue, Inc. (KVUE) 2024年第三季度業績會議文本摘要:
Financial Performance:
財務表現:
Kenvue reported a modest organic growth of 0.9% year-over-year. Adjusted diluted earnings per share was $0.28.
Value realization contributed 2.5% to organic growth, while overall volume declined by 1.6%.
Adjusted gross margin expanded by 130 basis points year-over-year to 60.7%, attributed to productivity improvements and favorable value realization.
Kenvue報告有機增長率略微增長0.9%，調整後稀釋每股收益爲0.28美元。
價值實現爲有機增長貢獻了2.5%，而整體成交量下降了1.6%。
調整後的毛利率按年擴大了130個點子，達到60.7%，歸因於生產力改進和有利的價值實現。
Business Progress:
業務進展:
Kenvue is activating its playbook to strengthen brand presence, increase consumer engagement through healthcare professionals, and leverage social media marketing.
The company has made advances in productivity, exiting three-quarters of its TSAs and advancing towards $350 million in annual savings by 2026 through the 'Our Vue Forward' initiative.
Notable growth in Essential Health with organic growth of 4.5%, and implementation of new marketing strategies such as the Global Content Factory for cost-efficient content creation.
Kenvue正在啓動其策略以加強品牌存在，通過醫護專業人員提高消費者參與度，並利用社交媒體營銷。
該公司在生產率方面取得了進展，退出了其三分之一的TSAs，並通過「我們的Vue未來」計劃朝着到2026年實現35000萬美元的年度節省目標邁進。
必要健康業務有顯著增長，有機增長率達到4.5%，並實施了新的營銷策略，例如全球內容工廠，以實現成本效益的內容創建。
Opportunities:
機會：
Kenvue is investing significantly in marketing, targeting a 20% increase compared to the previous year to support growth primarily through social media and analytics.
The company sees opportunities in Skin Health category recovery, particularly in Europe and through digital channels, highlighting a shift towards digital and influencer marketing to engage younger Demographic.
Kenvue正在大力投資營銷，目標比去年增長20%，主要通過社交媒體和分析來支持增長。
公司看到皮膚健康類別復甦的機會，尤其是在歐洲和通過數字渠道，突出了向數字化和影響者營銷的轉變，以吸引年輕人群。
Risks:
風險：
Soft category dynamics in the back half of the year, particularly in the U.S. Skin Health and Beauty segment.
Impact of muted sun season and ongoing challenges in the U.S. and China markets affecting the pace of recovery in sales.
本年後半年度皮膚健康與美容領域，特別是在美國，類別動態較平淡。
太陽季節不活躍以及美國和中國市場持續面臨挑戰，影響了銷售復甦的步伐。
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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
