Earnings Call Summary | Noodles & Co(NDLS.US) Q2 2024 Earnings Conference
Earnings Call Summary | Noodles & Co(NDLS.US) Q2 2024 Earnings Conference
The following is a summary of the Noodles & Company (NDLS) Q2 2024 Earnings Call Transcript:
以下是Noodles & Company (NDLS) 2024財年第二季度業績會議通話記錄摘要:
Financial Performance:
金融業績:
Total revenue increased by 1.8% year-over-year to $127.4 million in Q2 2024.
System-wide comp restaurant sales increased by 2.0% with a 1.3% increase at company-owned restaurants and a 4.7% increase at franchised locations.
Net loss for Q2 was $13.6 million, a significant increase from a net loss of $1.3 million the previous year, primarily due to a $10.9 million non-cash impairment charge related to underperforming restaurants.
Adjusted EBITDA for Q2 2024 was $9.2 million, up from $8.5 million in Q2 2023.
2024財年第二季度總營業收入同比增長1.8%,達到1.27億美元。
系統範圍內的餐廳同店銷售額增長2.0%,其中公司自營餐廳銷售額增長1.3%,特許經營地點銷售額增長4.7%。
第二季度淨虧損爲1360萬美元,相比上一年的淨虧損130萬美元大幅增加,主要是由於1090萬美元的非現金減值損失與業績低迷的餐廳有關。
2024財年第二季度調整後的EBITDA爲920萬美元,高於2023財年第二季度的850萬美元。
Business Progress:
業務進展:
Implemented a strong focus on operational excellence and guest experience, particularly improving the dimensions most related to traffic growth such as overall satisfaction, food taste, and accuracy.
Initiated Phase 3 of a comprehensive menu transformation, aiming to impact about two-thirds of the menu with new or improved offerings within a year.
Leveraged a digital ecosystem to increase customer engagement and loyalty, successfully boosting active loyalty member traffic and reducing loyalty discount spending.
強調運營卓越和客戶體驗,特別是提高和交通增長最相關的維度,如整體滿意度,食品口味和準確性。
啓動全面菜單轉型的第三階段,旨在在一年內影響約三分之二的菜單,推出新的或改進的菜品。
利用數字生態系統增加客戶參與度和忠誠度,成功提高活躍忠誠度會員的流量,並減少忠誠度折扣支出。
Opportunities:
機會:
Continues to leverage a strong digital presence where 55% of total sales are from digital channels.
Plans to stimulate guest interest and drive traffic with new menu items transitioning into national introduction.
Aims to capitalize on catering opportunities projecting it to eventually contribute to 4-5% of total sales, while exploring new catering sales tactics and reducing operational friction through technological integrations.
繼續利用強大的數字存在感,數字渠道的總銷售額中55%來自數字渠道。
計劃通過推出新的菜單項目,促進客戶興趣並帶動流量,過渡到全國性推介。
旨在利用餐飲配送的機會,預計最終貢獻到總銷售額的4-5%,同時探索新的餐飲銷售策略,並通過技術整合減少運營摩擦。
Risks:
風險:
Faced challenges from underperforming restaurants resulting in plans to close about 20 units.
Experiences mild consumer resistance suggested by modest signs of check management and the economic need to adjust marketing strategies.
Revised full-year revenue and performance projections downward, reflecting a challenging consumer environment and cautious outlook.
面對表現不佳的餐廳的挑戰,計劃關閉約20家單位。
遇到消費者支撐位溫和下降,表現出小幅減少跡象,因此需要調整營銷策略以適應經濟需求。
下調全年營業收入和業績預期,反映出具有挑戰性的消費環境和謹慎的前景。
More details: Noodles & Co IR
更多細節:Noodles & Co 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.
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譯文內容由第三人軟體翻譯。