Earnings Call Summary | Home Depot(HD.US) Q1 2024 Earnings Conference
Earnings Call Summary | Home Depot(HD.US) Q1 2024 Earnings Conference
The following is a summary of the The Home Depot, Inc. (HD) Q1 2024 Earnings Call Transcript:
以下是家得寶公司（HD）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Home Depot reported Q1 sales of $36.4 billion, a decrease of 2.3% from the same period last year.
Comparable sales were 2.8% less than in the same period of the previous year, while U.S. stores saw a decrease of 3.2% in sales.
Gross margin for the period was at 34.1%, up about 45 basis points mainly due to benefits from lower transport costs and shrinkage issues.
Operating margin was lower at 13.9% compared to 14.9% in Q1 2023, and diluted earnings per share dropped 5% to $3.63.
Inventory decreased 12% to $22.4 billion compared to Q1 of 2023.
The company invested approximately $850 million into the business through capex and share buybacks valued at $600 million.
家得寶公佈的第一季度銷售額爲364億美元，比去年同期下降2.3％。
可比銷售額比去年同期下降2.8％，而美國門店的銷售額下降了3.2％。
該期間的毛利率爲34.1％，增長了約45個點子，這主要是由於較低的運輸成本和收縮問題的好處。
與2023年第一季度的14.9％相比，營業利潤率下降了13.9％，攤薄後的每股收益下降了5％，至3.63美元。
與2023年第一季度相比，庫存下降了12％，至224億美元。
該公司通過資本支出和股票回購向該業務投資了約8.5億美元，價值6億美元。
Business Progress:
業務進展：
Despite delayed spring start and negative comps, Home Depot made gains in market share and focused on enhancing interconnected experiences, notably with the intent to acquire SRS.
They have embarked on improving the customer post-sale experiences by simplifying online order returns and pick ups, and renamed departments to boost synergy.
Their digital platform saw a sales increase of 3.3% from Q1 of the prior year, with half the orders being processed through their stores.
They invested in pro paint capabilities, opened two new stores, and expected a total sale growth of 1% but a comp sales decrease of 1% for fiscal 2024.
An inventory decrease of $3 billion and an improved turnover rate to 4.5 times demonstrated solid financial health.
The acquisition of SRS is set to increase their total addressable market by $50 billion as they aim to capture pro-share of wallet and roll out their complex pro capabilities to the top 40 markets.
儘管春季開局延遲，業績表現不佳，但家得寶還是增加了市場份額，並專注於增強互聯體驗，尤其是打算收購SRS。
他們已着手通過簡化在線訂單退貨和提貨來改善客戶的售後體驗，並重命名了部門以增強協同作用。
他們的數字平台的銷售額比去年第一季度增長了3.3％，其中一半的訂單是通過門店處理的。
他們投資了專業塗料能力，開設了兩家新門店，預計2024財年的總銷售額將增長1％，但複合銷售額將下降1％。
庫存減少30億美元，週轉率提高至4.5倍，這表明財務狀況良好。
收購SRS將使他們的總潛在市場增加500億美元，因爲他們的目標是佔據錢包的比例並將複雜的專業能力推廣到前40個市場。
More details: Home Depot IR
更多詳情： 家得寶紅外線
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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