Earnings Call Summary | Genesco(GCO.US) Q3 2025 Earnings Conference
Earnings Call Summary | Genesco(GCO.US) Q3 2025 Earnings Conference
Adjusted operating income was $10.3 million, compared to $11 million last year, impacted by the 53rd week shift.The following is a summary of the Genesco Inc. (GCO) Q3 2025 Earnings Call Transcript:
以下是格涅斯科公司（GCO）2025年第三季度業績會的摘要：
Financial Performance:
財務表現：
Genesco's Q3 revenue increased by 3% to $596 million, with the company citing Journeys as a key driver.
Quarterly gross margin decreased slightly by 30 basis points due to product mix and a major contribution from lower-margin athletic footwear.
Adjusted operating income was $10.3 million, compared to $11 million last year, impacted by the 53rd week shift.
Full-year EPS guidance raised to $0.80 to $1, up from the previous range of $0.60 to $1.
格涅斯科第三季度營業收入增長了3%，達到59600萬，公司指出Journeys是關鍵驅動力。
季度毛利率因產品組合和低毛利率運動鞋的重大貢獻而略微下降30個點子。
調整後的營業收入爲1030萬，而去年爲1100萬，受到第53週轉移的影響。
全年的每股收益指引上調至0.80美元至1美元，較之前的區間0.60美元至1美元有所提高。
Business Progress:
業務進展：
Genesco's strategic initiatives are focused on optimizing store footprint and digital engagement to adapt to changing consumer shopping patterns.
Key business highlights include growing Journeys' double-digit comp sales and the expansion of digital sales, which now constitute 24% of direct-to-consumer revenues.
The company launched a new store concept designed to enhance the shopping experience, with plans for further rollouts contingent on performance results.
格涅斯科的戰略舉措專注於優化商店佈局和數字互動，以適應消費購物模式的變化。
關鍵業務亮點包括Journeys的雙位數同店銷售增長以及數字銷售的擴展，目前數字銷售已佔到直接面向消費者營業收入的24%。
公司推出了一種新的店鋪概念，旨在提升購物體驗，並計劃根據業績結果進行進一步推廣。
Opportunities:
機會：
Genesco's growth is increasingly driven by higher-margin athletic footwear and fashion diversification at Journeys, indicating a shift toward products aligning with current consumer preferences.
Digital sales showed strong performance, suggesting room for significant expansion, particularly through improved online consumer engagement and data analytics use.
格涅斯科的增長越來越多地靠高毛利率的運動鞋和Journeys的時尚多樣化推動，表明公司正在向與當前消費偏好相一致的產品轉變。
數字銷售表現強勁，表明有顯著擴展的空間，特別是在通過改善在線消費參與和數據分析使用方面。
Risks:
風險：
The company faces continued market challenges in the U.K. affecting Schuh, and ongoing weakness in premium men's footwear impacting Johnston & Murphy, driving a cautious outlook for these segments.
公司在英國面臨持續的市場挑戰，影響到Schuh，而高檔男鞋的持續疲軟影響到約翰斯頓與墨菲（Johnston & Murphy），使這些領域的前景變得謹慎。
More details: Genesco IR
更多詳情：格涅斯科投資者關係
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。