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Earnings Call Summary | Ermenegildo Zegna NV(ZGN.US) Q4 2023 Earnings Conference

Earnings Call Summary | Ermenegildo Zegna NV(ZGN.US) Q4 2023 Earnings Conference

業績電話會議摘要 | 內華達州 Ermenegildo Zegna (ZGN.US) 2023 年第四季度業績發佈會
moomoo AI ·  04/05 15:52  · 電話會議

The following is a summary of the Ermenegildo Zegna N.V. (ZGN) Q4 2023 Earnings Call Transcript:

以下是 Ermenegildo Zegna N.V. (ZGN) 2023 年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Ermenegildo Zegna N.V., reported a revenue of €1.9 billion in 2023, a rise of 28% and an organic rise of 19%.

  • Their adjusted EBIT reached €220 million with an 11.6% margin, a 100 basis points increase from 2022.

  • The net profit doubled compared to 2022.

  • The company experienced an increased trade working capital in 2023 to €449 million, which was 23.6% of revenues, mainly driven by increased business and investment in continuity collections.

  • Zegna generated €72 million in free cash flow last year due to improved operating profit results.

  • The company plans on improving their gross margin by managing the price lever and increasing retail presence, particularly in North America.

  • Ermenegildo Zegna N.V. 報告稱,2023年收入爲19億歐元,增長28%,有機增長19%。

  • 他們調整後的息稅前利潤達到2.2億歐元,利潤率爲11.6%,比2022年增長了100個點子。

  • 與2022年相比,淨利潤翻了一番。

  • 該公司的貿易營運資金在2023年增加到4.49億歐元,佔收入的23.6%,這主要是由於業務的增加和對連續性收款的投資的增加。

  • 由於經營利潤業績的改善,傑尼亞去年創造了7200萬歐元的自由現金流。

  • 該公司計劃通過管理價格槓桿和增加零售業務來提高毛利率,尤其是在北美。

Business Progress:

業務進展:

  • The company enriched their brand portfolio with the acquisition of TOM FORD FASHION.

  • Sustainability commitments set for 2023 were achieved, including signing on 87% of their employees on DE&I topics and using 97% renewable energy in their European operations.

  • Zegna One brand strategy was used successfully, with a focus on customer base expansion in Greater China.

  • The SECONDSKIN collection was launched globally and showcased across many regions, including China.

  • Thom Browne, another brand under the company's umbrella, had a growth rate of 26% since the brand's incorporation into the group.

  • Zegna is working to strengthen its Direct-to-Customer channel further and manage its wholesale distribution more directly.

  • The company opened two new stores and completed successful retail conversions.

  • Thom Browne plans to expand its footwear and accessories sectors through its wholesale accounts, with Japan leading this growth.

  • 該公司通過收購湯姆·福特時裝豐富了其品牌組合。

  • 設定於2023年的可持續發展承諾已經實現,包括與87%的員工簽訂有關DE&I主題的協議,以及在歐洲業務中使用97%的可再生能源。

  • Zegna One 品牌戰略已成功使用,重點是擴大大中華區的客戶群。

  • SECONDSKIN系列在全球推出,並在包括中國在內的許多地區展出。

  • 自該品牌併入集團以來,該公司旗下的另一個品牌湯姆·布朗的增長率爲26%。

  • Zegna 正在努力進一步加強其直接面向客戶的渠道,並更直接地管理其批發分銷。

  • 該公司開設了兩家新門店,併成功完成了零售轉型。

  • 湯姆·布朗計劃通過其批發賬戶擴大其鞋類和配飾行業,日本引領這一增長。

更多詳情: Ermenegildo Zegna NV IR

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.

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