销售预测
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Amer Sports Analysts Boost Their Forecasts After Upbeat Q3 Earnings
Benzinga· 2025-11-19 19:13
Core Insights - Amer Sports, Inc. reported better-than-expected third-quarter financial results and raised its FY25 guidance above estimates [1][3] Financial Performance - The company reported third-quarter adjusted earnings per share of 33 cents, exceeding the analyst consensus estimate of 25 cents [1] - Quarterly sales reached $1.756 billion, reflecting a 30% year-over-year increase, surpassing the Street view of $1.710 billion [1] Segment Performance - All three segments performed exceptionally well, driven by strong growth in Salomon footwear, a reacceleration in Arc'teryx omni-comp, and solid growth from Wilson Tennis 360 and Winter Sports Equipment franchises [2] Guidance Update - Amer Sports raised its 2025 GAAP earnings guidance to a range of 88 cents to 92 cents per share, up from the previous range of 77 cents to 82 cents, now above the 78-cent analyst estimate [3] - The company also increased its 2025 sales forecast to $6.375 billion to $6.427 billion, compared to the previous range of $6.22 billion to $6.27 billion, aligning with the $6.361 billion consensus [3] Market Reaction - Following the earnings announcement, Amer Sports shares rose by 5% to trade at $34.98 [3] Analyst Ratings - Evercore ISI Group analyst Michael Binetti maintained an Outperform rating and raised the price target from $43 to $46 [5] - UBS analyst Jay Sole maintained a Buy rating and increased the price target from $52 to $54 [5]
智驭云链 | 销售预测推动供应链提质增效新实践——供应链转型升级促进降本增效系列销售预测篇
Sou Hu Cai Jing· 2025-04-30 12:48
Core Insights - The article emphasizes the necessity for companies to adopt reliable and forward-looking sales forecasting methods to enhance operational efficiency and sales performance in a rapidly changing market environment [2][3]. Group 1: Sales Forecasting Methods - Sales forecasting is based on historical sales data, market trends, industry dynamics, and various internal and external factors, utilizing scientific methods and models to predict future sales [2][3]. - The sales forecasting process faces challenges such as data quality issues, changes in macroeconomic conditions, and the inadequacy of existing models to adapt to specific industry characteristics [4]. Group 2: Key Steps in Sales Forecasting - Data preparation and cleaning are foundational steps in the forecasting process, involving the correction or exclusion of anomalies and aligning data according to business logic [7]. - Statistical forecasting generation involves testing and adapting statistical models using cleaned data, optimizing parameters through machine learning algorithms, and continuously iterating to improve accuracy [8]. - Hypothesis testing is crucial, requiring alignment of initial assumptions with actual business dynamics and forming a closed loop of "forecast-validate-iterate" [9]. Group 3: Applications of Sales Forecasting - Demand forecasting for regular products utilizes various factors such as historical sales data and consumer behavior to predict future demand, helping companies optimize inventory and improve customer satisfaction [10]. - New product forecasting focuses on predicting sales for products that have not yet been launched, using market research and data analysis to identify potential demand and inform supply chain decisions [11]. - Promotion forecasting assesses the impact of promotional activities on sales, enabling companies to optimize promotional resources and enhance market competitiveness [12]. Group 4: Case Studies and Practical Applications - A case study of an energy company illustrates the effectiveness of a multi-faceted forecasting model that integrates over 100 indicators, achieving a monthly profit deviation rate within 5% and a 20% year-on-year increase in gross profit for a specific product [10]. - Another example highlights how a consulting team utilized over 20 influencing factors to build a predictive model, ultimately providing robust guidance for sales planning over the next 12 months [14]. Group 5: Conclusion - Effective sales forecasting is essential for companies to build agile supply chains, reduce costs, and respond to environmental changes, necessitating standardized management processes and adaptable forecasting models [14].