Canada Goose Shares Gain On Solid Q2 Results, Upbeat FY22 Outlook
Canada Goose Shares Gain On Solid Q2 Results, Upbeat FY22 Outlook
加拿大鹅股价上涨，第二季度业绩稳健，22财年前景乐观
- 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.
- 加拿大鹅控股公司(纽约证券交易所股票代码：GOOS)公布的22财年第二季度销售额同比增长40.3%，达到2.329亿加元。
- 全球电子商务收入同比增长33.8%，DTC收入同比增长80.1%，批发收入同比增长24.8%。
- 毛利润同比增长43.3%，至1.35亿加元，利润率扩大960个基点，至58%。
- 该季度营业利润率收缩290个基点，至4.9%，营业收入下降25.2%，至1130万加元。
- 非IFRS调整后的EBIT为1610万加元，而去年为1570万加元。
- 净利润同比下降13.5%，至900万加元。每股收益为0.08加元，而去年为0.09加元。非IFRS调整后的每股收益为0.12加元，而去年为0.10加元。
- 截至2021年9月26日，库存为4.164亿加元，而截至2020年9月27日的库存为4.172亿加元。截至2021年9月26日，该公司持有9890万加元的现金和等价物。
- 首席执行官丹尼·赖斯(Dani Reiss)表示：“在所有渠道，我们都看到旺季需求的强劲领先指标。”
- 展望：Canada Goose预计22财年收入为11.25亿加元-11.75亿加元，而此前的预期超过11.5亿加元。该公司预计，非IFRS调整后每股收益为1.17加元至1.33加元。
- 价格行动：在周五的最后一次检查中，Goos的股价在盘前交易中上涨了12.7%，达到45.56美元。