Monro, Inc. (MNRO) Q2 2025 Earnings Call Transcript Summary
Monro, Inc. (MNRO) Q2 2025 Earnings Call Transcript Summary
Operating income declined to $13.2 million, which is 4.4% of sales, compared to $22.4 million or 6.9% of sales in the previous year.The following is a summary of the Monro, Inc. (MNRO) Q2 2025 Earnings Call Transcript:
以下是Monro公司（MNRO）2025年第二季度業績會交流摘要：
Financial Performance:
金融業績：
Monro reported Q2 revenue of $301.4 million, experiencing a 6.4% year-over-year decline primarily driven by a 5.8% decrease in comparable store sales.
Gross margin decreased by 40 basis points due to higher material costs and fixed occupancy costs, partially offset by lower technician labor costs.
Operating income declined to $13.2 million, which is 4.4% of sales, compared to $22.4 million or 6.9% of sales in the previous year.
Net income was $5.6 million with diluted earnings per share at $0.18, compared to $0.40 in the same period last year.
Monro報告第二季度營業收入爲30140萬美元，同比下降6.4%，主要是受5.8%的可比店鋪銷售下降影響。
毛利率下降了40個點子，主要是由於較高的原材料成本和固定場地租賃成本，部分抵消了較低的技術人員勞動成本。
營業收入下降至1320萬美元，佔銷售額的4.4%，而上一年爲2240萬美元，佔銷售額的6.9%。
淨利潤爲560萬美元，稀釋每股收益爲0.18美元，相比去年同期的0.40美元。
Business Progress:
業務進展：
Monro has seen improvement in tire dollar and unit sales with year-over-year growth in the month of September.
The company implemented the ConfiDrive Digital Courtesy Inspection Process and an Oil Change Offer, contributing to sales improvements in the service category and alignments.
They continue to leverage manufacturer-funded promotions, contributing to sequential sales improvement from the first quarter across various service categories.
Monro在九月份看到輪胎銷售額和銷售量有所提高，同比增長。
公司實施了ConfiDrive數字禮貌檢查流程和換油優惠活動，有助於提高服務類別的銷售並調整。
他們繼續利用製造商資助的促銷活動，有助於從第一季度開始跨各種服務類別實現連續銷售改善。
Opportunities:
機會：
Sales momentum in October was supported by improvements across service categories and tire units, indicating potential for sustained sales performance.
The focus on underperforming stores and customer service enhancements positions Monro for improved financial performance.
10月份的銷售動力得到各服務類別和輪胎銷售單位的改善支持，表明持續銷售業績的潛力。
專注於業績欠佳的門店和客戶服務增強，將使monro有望在財務表現上實現改喠。
Risks:
風險：
Margin pressures due to a consumer shift to lower-tier, value-oriented tire purchases, which affect material margins.
Adverse impacts from Hurricanes Helene and Milton which affected preliminary comp store sales, though the underlying trends excluding these impacts showed resilience.
由於消費者轉向更低端、注重價值的輪胎購買，造成毛利率的壓力。
受到颶風Helene和Milton的不利影響，影響了預先對比的店鋪銷售，儘管這些影響除外的基本趨勢顯示出彈性。
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。
