Canada Goose Shares Gain On Solid Q2 Results, Upbeat FY22 Outlook
Canada Goose Shares Gain On Solid Q2 Results, Upbeat FY22 Outlook
加拿大鵝股價上漲，第二季度業績穩健，22財年前景樂觀
- Canada Goose Holdings Inc (NYSE:GOOS) reported second-quarter FY22 sales growth of 40.3% year-on-year to C$232.9 million.
- Global e-Commerce revenue increased by 33.8% Y/Y. DTC revenue grew 80.1% Y/Y, and wholesale revenue increased 24.8%.
- Gross profit rose 43.3% Y/Y to C$135 million, with the margin expanding 960 basis points to 58%.
- The operating margin for the quarter contracted 290 basis points to 4.9%, and the operating income fell 25.2% to C$11.3 million.
- Non-IFRS adjusted EBIT was C$16.1 million compared to C$15.7 million last year.
- Net income declined 13.5% Y/Y to C$9 million. EPS was C$0.08 versus C$0.09 last year. Non-IFRS adjusted EPS was C$0.12 versus C$0.10 last year.
- Inventory was C$416.4 million as of September 26, 2021, compared to C$417.2 million as of September 27, 2020. The company held C$98.9 million in cash and equivalents as of September 26, 2021.
- "Across all channels, we are seeing strong leading indicators of peak season demand," said CEO Dani Reiss.
- Outlook: Canada Goose expects FY22 revenue of C$1.125 billion - C$1.175 billion, compared to the prior outlook of exceeding C$1.00 billion. The company expects non-IFRS adjusted EPS of C$1.17 - C$1.33.
- Price Action: GOOS shares traded higher by 12.7% at $45.56 in premarket on the last check Friday.
- 加拿大鵝控股公司(紐約證券交易所股票代碼：GOOS)公佈的22財年第二季度銷售額同比增長40.3%，達到2.329億加元。
- 全球電子商務收入同比增長33.8%，DTC收入同比增長80.1%，批發收入同比增長24.8%。
- 毛利潤同比增長43.3%，至1.35億加元，利潤率擴大960個基點，至58%。
- 該季度營業利潤率收縮290個基點，至4.9%，營業收入下降25.2%，至1130萬加元。
- 非IFRS調整後的EBIT為1610萬加元，而去年為1570萬加元。
- 淨利潤同比下降13.5%，至900萬加元。每股收益為0.08加元，而去年為0.09加元。非IFRS調整後的每股收益為0.12加元，而去年為0.10加元。
- 截至2021年9月26日，庫存為4.164億加元，而截至2020年9月27日的庫存為4.172億加元。截至2021年9月26日，該公司持有9890萬加元的現金和等價物。
- 首席執行官丹尼·賴斯(Dani Reiss)表示：“在所有渠道，我們都看到旺季需求的強勁領先指標。”
- 展望：Canada Goose預計22財年收入為11.25億加元-11.75億加元，而此前的預期超過11.5億加元。該公司預計，非IFRS調整後每股收益為1.17加元至1.33加元。
- 價格行動：在週五的最後一次檢查中，Goos的股價在盤前交易中上漲了12.7%，達到45.56美元。
譯文內容由第三人軟體翻譯。
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