Brambles Says Pallet Shortages Constrained 1Q Customer Growth -- Update
Brambles Says Pallet Shortages Constrained 1Q Customer Growth -- Update
By Stuart Condie
斯图尔特·康迪(Stuart Condie)著
SYDNEY--Brambles Ltd. said North American customer growth was constrained at the start of its 2022 fiscal year by pallet shortages that it doesn't see being resolved until the fourth quarter.
悉尼--Bramble Ltd.说，在其2022财年伊始，北美客户的增长受到托盘短缺的制约，该公司认为这一问题要到第四季度才能得到解决。
The Australia-listed pallet supplier reported sales revenue from continuing operations of US$1.29 billion for July-September, up 9.0% after stripping out the impact of currency swings.
这家在澳大利亚上市的托盘供应商公布，7-9月持续运营的销售收入为12.9亿美元，剔除汇率波动的影响后增长9.0%。
It said supply-chain disruptions due to shortages of labor and transport contributed to industry-wide scarcity of new pallets. It also experienced lower levels of returns and longer cycle times in North America, where like-for-like volumes declined and new customer growth was stunted.
该公司表示，劳动力和运输短缺导致的供应链中断，导致整个行业缺乏新托盘。它在北美也经历了较低的回报水平和较长的周期时间，那里的同店数量下降，新客户增长受阻。
"We prioritized servicing existing customer demand over new customer wins," Chief Executive Graham Chipchase said.
首席执行官格雷厄姆·奇普切斯(Graham Chipchase)表示：“我们优先考虑服务现有客户需求，而不是赢得新客户。”
Mr. Chipchase said Brambles incurred additional plant and transport costs to collect, relocate and repair existing pallets.
齐普蔡斯说，Bramble在收集、重新安置和修复现有托盘时产生了额外的工厂和运输成本。
Brambles reiterated its full-year free cashflow and underlying profit guidance. It said it expects sales revenue to grow by 5.0%-7.0%, compared with a forecast of 5.0%-6.0% issued last month.
Bramble重申了其全年自由现金流和潜在利润指引。该公司表示，预计销售收入将增长5.0%-7.0%，而上个月发布的预测为5.0%-6.0%。
Write to Stuart Condie at stuart.condie@wsj.com
写信给斯图尔特·康迪(Stuart.Condie@wsj.com)