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永嘉集团(03322) - 盈利警告及业务最新情况
2026-02-13 14:33
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整 性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 本公司董事會(「董事會」)謹此通知本公司股東及有意投資者,根據目前已有資料及 本集團截至二零二五年十二月三十一日止年度(「本年度」)的未經審核合併管理賬 目,本集團預期本年度將錄得除稅後虧損約180,000,000港元,而截至二零二四年十 二月三十一日止年度(「去年度」)則錄得除稅後虧損62,000,000港元。本年度的除稅後 虧損包括來自持續經營業務的虧損約20,000,000港元(二零二四年:26,000,000港元) 及來自已終止經營業務的虧損約160,000,000港元(二零二四年:36,000,000港元)。 — 1 — 本年度的預估除稅後虧損主要源於以下原因: Win Hanverky Holdings Limited 永嘉集團控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:3322) 盈利警告及業務最新情況 本公告乃永嘉集團控股有限公司(「本公司」,連同其附屬公司統稱「本集團」 ...
Macy's(M) - 2026 Q3 - Earnings Call Transcript
2025-12-03 14:02
Financial Data and Key Metrics Changes - Macy's Inc. reported net sales of $4.7 billion, a decrease of 0.6% year-over-year, attributed to the closure of 64 non-Go Forward stores, which contributed approximately $160 million to sales in the previous year [22][23] - Comparable sales increased by 3.2%, marking the strongest growth in 13 quarters, with Go Forward comparable sales rising by 3.4% [21][22] - Adjusted EPS was $0.09, significantly above the guidance range of a loss of $0.15-$0.20 and higher than last year's $0.04 [7][26] Business Line Data and Key Metrics Changes - Macy's nameplate achieved 2% comparable sales growth, while Go Forward Macy's saw a 2.3% increase, and Reimagined 125 stores reported a 2.7% rise in comparable sales [8][22] - Bloomingdale's experienced a 9% increase in comparable sales, its best performance in 13 quarters, while Bluemercury recorded a 1.1% growth in comparable sales [15][19] Market Data and Key Metrics Changes - The retail landscape is evolving, with consumers becoming more selective in their spending, seeking curated assortments and seamless omnichannel experiences [8][20] - Macy's reported a positive response to improvements in customer experience, reflected in the highest third-quarter Net Promoter Score on record [9] Company Strategy and Development Direction - The company is focused on its "Bold New Chapter" strategy, which includes strengthening the Macy's nameplate, differentiating luxury offerings, and modernizing operations [5][8] - Macy's aims to enhance its product assortment and customer experience, with a commitment to bringing new brands and categories to the forefront [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of their customer base and the effectiveness of their strategies, despite acknowledging a more cautious consumer environment [20][30] - The company anticipates a strong holiday season, supported by a compelling mix of categories and brands, and is optimistic about the fourth quarter performance [29][30] Other Important Information - The company opened a new distribution center in China Grove, North Carolina, which incorporates automation and AI to enhance delivery efficiency [19][28] - Macy's returned $350 million to shareholders through dividends and share repurchases, with approximately $1.2 billion remaining on its buyback authorization [27] Q&A Session Summary Question: Can you speak to traction with reimagined store initiatives and November comp trends? - Management noted positive growth in reimagined stores, with consistent traffic and improved average unit retail (AUR) [38][39] Question: What are the key drivers for sustaining momentum into 2026? - Key drivers include product assortment, omnichannel balance, and shedding underperforming stores, with a focus on mitigating tariff impacts [42][44] Question: How confident is the company in the consumer outlook compared to 90 days ago? - Management expressed increased confidence in their strategy and performance, despite a cautious approach to guidance [63][64] Question: Can you elaborate on pricing increases and consumer response? - Pricing on new products has had little impact on consumer appetite, with strong promotional strategies in place [80][81] Question: What is the status of the store closure program? - The company closed 64 stores last year and remains committed to optimizing its store fleet, with further details expected in the fourth quarter call [89]