Core Viewpoint - Dairis International (00333) reported a 25% year-on-year decline in sales for Q1 of the 2026 fiscal year, totaling HKD 236 million, primarily due to weak market demand and inventory control measures by U.S. brands and retailers in response to trade uncertainties [1][2]. Group 1: Financial Performance - The sales in the U.S. market accounted for 74% of total sales, followed by Europe at 10% and other markets at 16% [1]. - The gross profit margin was pressured due to underutilization of capacity leading to fixed costs not being fully absorbed, along with a product mix skewed towards lower-margin products [1]. Group 2: Market Outlook - The company anticipates continued business sluggishness in the short term, influenced by recent changes and instability in U.S. trade policies, which directly impact the market [2]. - Ongoing geopolitical tensions, including the Russia-Ukraine conflict and instability in the Middle East, are expected to exacerbate uncertainties in the operating environment and reshape global trade dynamics [2]. Group 3: Strategic Response - In response to the challenging operating environment, Dairis will continue to strictly control costs and remain vigilant [2]. - The company is encouraged by initial successes in new business development, product innovation, and insights into consumer trends, which are helping to attract new customers [2]. - Dairis is committed to leveraging its established strategies of technological innovation, vertical integration, quality service, and a multinational production network to navigate current challenges and achieve sustainable growth [2][3].
黛丽斯国际(00333)第一季度销售额2.36亿港元 同比下跌25%