MSC Industrial Direct Co., Inc. (MSM) Q4 2024 Earnings Call Transcript Summary
MSC Industrial Direct Co., Inc. (MSM) Q4 2024 Earnings Call Transcript Summary
Year-end adjusted operating margin stood at 10.7%, decreasing by 190 basis points from the previous year, influenced by lower sales volumes and strategic investment-driven higher operating expenses.The following is a summary of the MSC Industrial Direct Co., Inc. (MSM) Q4 2024 Earnings Call Transcript:
以下是msc industrial direct公司（msm）2024年第四季度業績會交易摘要：
Financial Performance:
金融業績：
Q4 FY2024 experienced an 8% decline in daily sales compared to the previous year, attributed to non-recurring public sector orders and lower volumes.
Fiscal 2024 ended with a gross margin of 41.2%, a 20 basis point year-over-year improvement, mainly from previous public sector orders and countermeasures taken to tackle negative price costs.
Year-end adjusted operating margin stood at 10.7%, decreasing by 190 basis points from the previous year, influenced by lower sales volumes and strategic investment-driven higher operating expenses.
The annual adjusted earnings per share was reported at $4.81, a $1.48 decline compared to the previous year, partially impacted by higher interest and other expenses amounting to approximately $0.17.
與去年相比，2024財年第四季度的日銷售額下降了8％，歸因於非經常性公共部門訂單和較低的銷售量。
2024財年結束時的毛利率爲41.2％，同比提高了20個點子，主要來自之前的公共部門訂單和採取的應對負面價格成本措施。
年底調整後的營業利潤率爲10.7％，較去年下降了190個點子，受較低的銷售量和戰略性投資驅動的較高營業費用的影響。
年度調整後的每股收益報告爲4.81美元，與去年相比下降了1.48美元，部分受到利率期貨和約0.17美元其他費用的影響。
Business Progress:
業務進展：
MSC Industrial Direct sustained its focus on high-touch solutions, including implanted programs and vending machines, experiencing an increase despite broader market challenges.
Progressed with e-commerce site enhancements, focusing on improved search algorithms and user experience, anticipating readiness for enhanced marketing efforts by Q2 FY2025.
Initiated comprehensive changes in sales roles and coverage models to better address core customer needs and optimize field sales efficiency.
Implemented technological upgrades and optimization of back-office functions to enhance productivity and operational efficiency.
msc industrial direct繼續專注於高觸感解決方案，包括已植入的方案和自動售貨機，儘管整體市場面臨挑戰，但經歷了增長。
通過改進搜索算法和用戶體驗，我們進一步完善了電子商務網站。我們預計到2025財年第二季度準備好進行增強營銷工作。
啓動全面改變銷售角色和覆蓋模型，以更好地滿足核心客戶需求並優化實地銷售效率。
實施技術升級和優化後臺功能，以提高生產力和運營效率。
Opportunities:
機會：
The company is driving forward with its high-touch solution strategy, which showed resilience even in challenging market conditions, expected to capture more market share when economic conditions improve.
Significant enhancement and marketing efforts for mscdirect.com are projected to significantly bolster e-commerce sales and overall market reach starting from Q2 FY2025.
公司正在推進高度貼心的解決方案策略，即使在具有挑戰性的市場條件下也展現出抗性，預計在經濟狀況改善時，將能夠獲得更多市場份額。
預計對msc industrial direct網站進行重大增強和營銷工作，將從2025財年第二季度開始顯著增強電子商務銷售和整體市場滲透。
Risks:
風險：
Continued soft market conditions as reflected by a 3-5% projected decline in average daily sales for Q1 FY2025, compounded by economic uncertainties including high interest rates and the upcoming presidential election.
Operational disruptions such as those caused by recent hurricanes have also contributed to a temporary decline in performance.
持續疲軟的市場狀況體現在預計2025財年第一季度日均銷售額下降3-5％，同時受到高利率和即將到來的總統大選等經濟不確定性的影響。
近期颶風等運營中斷也導致業績暫時下降。
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。
