Earnings Call Summary | ARITZIA INC(ATZAF.US) Q4 2024 Earnings Conference
Earnings Call Summary | ARITZIA INC(ATZAF.US) Q4 2024 Earnings Conference
The following is a summary of the Aritzia, Inc. (ATZAF) Q4 2024 Earnings Call Transcript:
以下是Aritzia, Inc.（ATZAF）2024年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Aritzia reported Q4 net revenue of $682 million, an increase of 7% compared to Q4 of 2023.
Comparable sales declined 3% due to a 32% increase in Q4 of last year.
U.S. net revenue increased by 9% while Canadian sales grew 4%.
E-commerce net revenue decreased 3%, driven by lower volume of markdown sales.
Gross profit was $261 million, up 8% from last year.
SG&A expenses were up 15%, driven by investments in talent and digital marketing initiatives.
Adjusted EBITDA for Q4 was $73 million, down 9% from last year.
Inventory improved, down 27% compared to end of Q4 last year.
Aritzia報告第四季度淨收入爲6.82億美元，與2023年第四季度相比增長了7％。
由於去年第四季度增長了32％，可比銷售額下降了3％。
美國淨收入增長了9％，而加拿大的銷售額增長了4％。
受降價銷售量減少的推動，電子商務淨收入下降了3％。
毛利爲2.61億美元，比去年增長8％。
在人才和數字營銷計劃投資的推動下，銷售和收購支出增長了15％。
第四季度調整後的息稅折舊攤銷前利潤爲7,300萬美元，比去年下降9％。
庫存有所改善，與去年第四季度末相比下降了27％。
Business Progress:
業務進展：
Aritzia opened 3 new boutiques and one repositioned location and plans to open 11 to 13 more in fiscal 2025, representing a growth of 20% to 25% in total square footage.
The TENA brand, Golden, expanded to cater to more active-wear needs.
Distribution network optimization continued with a new Ontario distribution centre ramping up.
Marketing efforts have seen an increased focus, particularly in the U.S, to increase awareness and drive client engagement.
A significant margin improvement of 400 to 450 basis points is expected, primarily driven by distribution costs from the new distribution center.
The company is enhancing its e-commerce platform with increased digital marketing and introduction of buy-online-pickup-in-store and ship-from-store services, aiming to tap into full inventory and reduce distribution costs.
New product launches, like the Goldman and sweat fleece, are performing well and meeting sales targets.
The company forecasts net revenue in the range of 2.52 to 2.62 billion for fiscal 2025, a growth of 8% to 12% from fiscal 2024.
Aritzia開設了3家新精品店和一家重新定位的分店，並計劃在2025財年再開設11至13家精品店，總面積增長20％至25％。
TENA品牌Golden進行了擴展，以滿足更多的運動服需求。
隨着安大略省新配送中心的興建，配送網絡的優化仍在繼續。
營銷工作越來越受到重視，尤其是在美國，以提高知名度和推動客戶參與度。
預計利潤率將大幅提高400至450個點子，這主要是由新配送中心的配送成本推動的。
該公司正在通過加強數字營銷和引入在線購買門店提貨和門店發貨服務來增強其電子商務平台，旨在利用全部庫存並降低分銷成本。
Goldman和Sweat Fleece等新產品的發佈表現良好，達到了銷售目標。
該公司預計，2025財年的淨收入在25.2億至26.2億美元之間，比2024財年增長8％至12％。
More details: ARITZIA INC IR
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