Fox tuam txhab muag kom poob 9% hauv 2023
Cov nyiaj tau los ntawm Fox's Professional Sports Group, uas suav nrog cov khoom lag luam tsheb kauj vab, poob 43% hauv lub tuam txhab nyiaj txiag xyoo 2023, ib qho kev poob qis ntawm lub tuam txhab vim yog "channel cov khoom lag luam rebalancing" thiab "cov neeg siv khoom xav tau qis dua rau cov khoom lag luam qis." ". SSG cov nyiaj tau los poob txawm tias $ 16.8 lab hauv kev muag khoom los ntawm Marucci, uas tau los ntawm Fox lub Kaum Ib Hlis dhau los.
Thoob plaws hauv lub tuam txhab, Fox muag poob 8.6% rau $ 1.46 nphom, tau tsav los ntawm kev muag khoom loj hlob ntawm Fox Powered Automotive Group thiab Aftermarket Applications Group. SSG muag xyoo no yog $389.2 lab, nqis los ntawm $681 xyoo tas los.
Fox CEO Mike Dennison tau hais tias: "Tom qab thawj ib nrab ntawm lub xyoo, lub tuam txhab kev muag khoom tau pib poob qis. Pom tseeb, 2023 yog ib zaj dab neeg ntawm ob lub hauv ntej. Thawj ib nrab feem ntau mus raws li kev npaj, thiab ib nrab thib ob, tshwj xeeb tshaj yog tom qab Hnub Ua Haujlwm. , SSG destocked raws li nws hais txog kev caij tsheb kauj vab thiab lwm yam macro headwinds. Thaum lub sij hawm ib nrab ntawm 2023 yuav nyuaj, kuv zoo siab tias peb tau tuav ib tug kev qhuab ntuas rau innovation nyob rau hauv lub lag luam. "
Fox tau kwv yees qhov muag muag hauv xyoo 2024 kom nyob nruab nrab ntawm $ 1.53 billion thiab $ 1.68 billion. Lub tuam txhab tau hais tias nws "cov khoom lag luam daim ntawv qhia" txhawb nqa nws lub hom phiaj mus sij hawm ntev ntawm kev ua tiav $ 2 nphom hauv kev muag khoom hauv xyoo 2025, tab sis ceeb toom tias kev ua tiav lub hom phiaj yog nyob ntawm ntau yam dhau ntawm nws txoj kev tswj hwm.
Lub tuam txhab tau hais tias: "Peb lub zeem muag ntawm $ 2 nphom hauv kev muag khoom thiab 25% hloov kho EBITDA npoo yuav nyob ntawm ntau yam, suav nrog kev tsis paub meej txog ntim, cov khoom sib xyaw (raws li peb feem ntau khi rau OEMs), loj dua qhov chaw macro (suav nrog cov paj laum) thiab peb tus nqi tawm hauv lub quarter thib plaub ntawm lub xyoo no. "
Fox lub tsheb kauj vab muaj xws li Fox suspension, Easton cycling, RaceFace thiab Marzocchi. Tsis tas li ntawd, Marucci feem ntau yog cov ntaus pob ntaus pob thiab cov khoom muag muag thiab yog cov tuam txhab niam txiv ntawm Lizard Skins, uas tsim cov tsheb kauj vab, tuav daim kab xev thiab hnab looj tes, nrog rau daim kab xev rau racquets thiab lwm yam khoom ua si.
Halfords qhia tus nqi poob 25%
Halfords, UK lub khw muag khoom loj tshaj plaws ntawm cov khoom lag luam tsheb kauj vab thiab cov kev pabcuam, tshaj tawm tias nws cov nyiaj tau los kwv yees tau raug txiav tsawg kawg yog 17% vim tias pib qeeb rau lub xyoo, thiab lub tuam txhab tus nqi sib faib poob qis hauv cov lus teb.
Halfords shares tau poob mus rau 140p tag kis no, poob ntau dua 25% los ntawm nws tus nqi kaw ntawm 200p thiab tsoo lawv cov qib qis tshaj txij thaum Lub Kaum Hli 2022. Lub khw tau hnov txog Halfords qhov kev tshwm sim tias nws lub Ib Hlis muag tau poob siab, nrog rau kev muag tsheb kauj vab 8 % ntawm tib lub hli xyoo tas los. Lwm qhov, tsheb muag poob 5% thiab muag log tsheb poob 4%.
Lub tuam txhab tau tshaj tawm nyob rau hauv nws cov nyiaj hauv peb lub hlis twg tshiab tshaj tawm lub hli tas los tias kev ua tau zoo hauv nws cov tsheb kauj vab yog "qhov tseem ceeb hauv qab qhov kev cia siab", ib qho qauv uas zoo li yuav txuas ntxiv mus rau xyoo 2024.
Tam sim no Halfords tau liam tias huab cua phem rau nws txoj kev lag luam, nrog los nag thiab cua sov uas txhais tau tias tsis tshua muaj kev poob qis hauv khw muag khoom thiab muag khoom muag tsawg dua.
Thaum koj yuav tsum xaiv aTuam Tshoj roob tsheb tuam tsim, Tianjin Panda Group yog qhov kev xaiv zoo.
