Burlington Stores, Inc. (BURL) Q2 2024 Earnings Call Transcript Summary
Burlington Stores, Inc. (BURL) Q2 2024 Earnings Call Transcript Summary
The following is a summary of the Burlington Stores, Inc. (BURL) Q2 2024 Earnings Call Transcript:
以下是伯靈頓百貨股份有限公司（BURL）2024年第二季度業績會交易摘要：
Financial Performance:
金融業績：
Burlington Stores reported a 13% total sales growth in Q2 2024 compared to the same quarter last year, with comp sales growth at 5%, exceeding the forecast of flat to 2%.
Gross margin improved by 110 basis points, driven by strong regular price selling, faster inventory turns, and fewer markdowns.
Operating margin expanded by 160 basis points, supported by supply chain efficiency gains.
Earnings per share in Q2 was $1.24, marking a 98% increase year-over-year and exceeding guidance.
伯靈頓百貨報告2024年第二季度總銷售額增長13%，與去年同期相比，可比銷售增長5%，超過了平穩至2%的預測。
毛利率提高了110個點子，得益於強勁的正常價格銷售、更快的庫存週轉和較少的折扣。
營業利潤率擴大了160個點子，得到供應鏈效率提升的支持。
第二季度每股收益爲1.24美元，同比增長了98%，超過了指導預期。
Business Progress:
業務進展：
Added 36 new stores in Q2, bringing the total to 1,057 locations.
Relocated four older, oversized stores, contributing to a total of 50 new stores and 15 relocations for the fiscal year-to-date.
On track to open 100 new stores and approximately 30 relocations for the full year.
Continued focus on merchandising and operational improvements despite recent external economic pressures.
第二季度新增36家門店，總數達到1,057家。
迄今爲止，伯靈頓百貨已經新開了50家門店和進行了15次搬遷，其中包括了四家年久失修的超大門店。
我們計劃全年新開100家門店並完成大約30次搬遷。
儘管面臨最近的外部經濟壓力，我們仍繼續關注商品陳列和運營改進。
Opportunities:
機會：
Positive consumer response to value-focused offerings, with a comp sales increase of 5% despite potential cannibalization from new store openings.
Enhanced focus on offering sharp value and improved assortment has led to less inventory reaching clearance levels, benefiting gross margin.
Adaptation to varying back-to-school dates across regions, improving seasonal sales effectiveness.
Leveraging broader demographic trends and increased focus on value shopping, particularly as economic pressures extend beyond low-income consumers.
儘管面臨由新店開業可能造成的自蠶食風險，消費者對於我們提供的有價值產品反應積極，同店銷售額增長5%。
更加註重提供極具價值和改善產品組合的策略使得庫存清倉率下降，有利於毛利率的提高。
我們根據不同地區的返校時間進行調整，提高了季節銷售的效果。
我們充分利用更廣泛的人口趨勢，並進一步關注價值型購物方式，特別是在經濟壓力影響低收入消費者的情況下。
Risks:
風險：
Planned conservative guidance for Q3 and Q4 comp growth at 0% to 2%, reflecting the uncertainty in consumer behavior and potential impacts of unseasonable weather.
Ocean freight headwinds are expected to negatively impact merchandise margins by approximately $0.10 per share in the second half of the year.
計劃在第三季度和第四季度保守預測同店銷售增長爲0%至2%，反映了消費者行爲的不確定性和不合時宜的天氣可能帶來的影響。
預計海運不利因素將在下半年對商品毛利率產生大約每股0.10美元的負面影響。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. 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：本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。