Earnings Call Summary | Zevia(ZVIA.US) Q2 2024 Earnings Conference
Earnings Call Summary | Zevia(ZVIA.US) Q2 2024 Earnings Conference
The following is a summary of the Zevia PBC (ZVIA) Q2 2024 Earnings Call Transcript:
以下是Zevia PBC（ZVIA）2024年第二季度業績會交流摘要：
Financial Performance:
金融業績：
Zevia reported Q2 2024 net sales of $40.4 million, just above the top-end of their guidance, with a year-over-year decrease of 4.3%.
The company experienced a net loss of $7 million, an increase from a $5 million net loss last year.
Gross margin for Q2 was reported at 41.9%, down from the previous year, impacted partly by a $1.8 million charge related to excess inventory.
The company anticipates gross margins to return to the mid-40s in Q3 with sequential improvements expected in the following quarters.
Zevia報告2024年第二季度淨銷售額爲4040萬美元，略高於他們的指導頂端，同比下降4.3%。
公司的淨虧損爲700萬美元，比去年的500萬美元淨虧損增加。
第二季度的毛利率報告爲41.9%，低於去年同期，部分受到與過量庫存相關的180萬美元費用的影響。
公司預計毛利率將在第三季度回到中40%，預計隨後的季度將有逐步改善。
Business Progress:
業務進展：
Launched new flavors including Creamy Root Beer, Vanilla Cola, and Cran-Raspberry, aiming to drive distribution, volume, and household penetration.
Expanded distribution through regional direct-store delivery (DSD) partners to improve in-store presence and operational efficiency.
Implemented productivity initiatives projected to save $12 million annually, enhancing operational efficiency and funding marketing and promotional activities.
Increased marketing spending in Q2 to boost brand awareness and consumer engagement.
推出了包括奶油根啤酒、香草可樂和蔓越莓在內的新口味，旨在推動分銷、成交量和家庭滲透率。
通過區域型直銷交貨合作伙伴擴大分銷，以提高店內存在感和運營效率。
實施生產力倡議，預計每年節省1200萬美元，增強運營效率併爲營銷和促銷活動提供資金。
在第二季度增加了營銷支出，以提高品牌知名度和消費者參與度。
Opportunities:
機會：
Zevia is focused on expanding household reach and product distribution across North America, especially with new upcoming retail partnerships and innovations in flavor and packaging.
Increased promotion and strategic marketing investments to drive growth amidst a competitive beverage market.
Leveraging a new direct-store distribution model in the Pacific Northwest to improve market presence and sales in the convenience channel.
Zevia專注於在北美擴大家庭覆蓋率和產品分銷，特別是在新的零售合作伙伴關係和口味和包裝創新方面。
增加促銷和戰略營銷投資，以在競爭激烈的飲料市場中推動增長。
利用太平洋西北地區的新直銷分銷模式，改善在便利渠道中的市場存在和銷售。
Risks:
風險：
Encountered SKU distribution setbacks and club distribution issues impacting short-term revenue and visibility.
Reported a loss in net sales influenced by distribution challenges, including rotational losses in clubs and portfolio rationalization focusing on top-performing categories.
遭遇SKU分銷障礙和俱樂部分銷問題，影響短期收入和可見度。
報告了淨銷售額的下降，受到分銷挑戰的影響，其中包括俱樂部的輪換損失和集合理性化，重點關注高表現類別。
More details: Zevia IR
更多細節：Zevia 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：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。