UGG靴子和Hoka运动鞋制造商Deckers Outdoor表示,竞争对手的激进打折在第二季度损害了其销售,凸显了高端鞋履品牌面临的挑战,因为购物者变得更加挑剔。文 / Sanskriti Shekhar财报公布后,该公司股价在盘后交易中下跌8%。以下是更多细节:这家鞋履制造商报告销售额为14.8亿美元,低于分析师预期的15.1亿美元,但截至9月30日的季度利润增长27%。
Deckers Outdoor , the maker of UGG boots and Hoka sneakers, said aggressive discounting by rivals hurt its sales in the second quarter, highlighting challenges facing premium footwear brands as shoppers grow more selective.
首席执行官Stefano Caroti在公司财报电话会上表示:“在美国,我们看到整个季度促销活动增加,特别是在运动鞋类,这在我们坚持全价销售纪律的情况下拖累了我们美国电商业绩。”第二季度可比直接面向消费者销售额下降6.4%。
By Sanskriti Shekhar Shares of the company fell 8% in extended trading after the results.
CFA分析师Simeon A. Siegel表示:“目前更加关注营收而非利润率。”
Consumer Edge分析师Michael Gunther表示:“各家庭收入档次的份额均出现下滑,包括高收入消费者,凸显了即使是高端品牌也面临挑战,因为购物者变得更加挑剔。”
Here are more details:
Deckers继续在运动鞋市场面临激烈竞争,包括来自Nike(NKE.N)等大型竞争对手的竞争。
首席执行官Caroti表示:“我们可能失去份额的领域是120美元以下更受价格压缩的价位段,那里竞争更大。”
他补充道:“我们将继续优先考虑利润率保护和长期价值,而不是追求可能稀释我们品牌的潜在短期增量营收。”
The footwear maker reported sales of $1.48 billion, missing analysts' estimate of $1.51 billion, but reported a 27% rise in profit for the quarter ended September 30 "In the US, we saw promotional activity increase throughout the quarter, particularly in athletic footwear, which weighed on our US e-commerce performance as we maintained full-price discipline," CEO Stefano Caroti said on the company's earnings call Comparable direct-to-consumer sales fell 6.4% in the second quarter "There is a heightened focus on revenues over margins," said Simeon A. Siegel, analyst at CFA "Share declines were evident across every household income bracket, including higher-income consumers, highlighting the challenges facing even premium brands as shoppers become more selective," said Michael Gunther, analyst at Consumer Edge Deckers continues to grapple with intense competition in the athletic footwear market, including from larger rivals such as Nike (NKE.N) "Where we potentially lose share to others are the more compressed price points below $120, where the competition is greater," CEO Caroti said "We will continue to prioritize margin preservation and long-term value over chasing potential incremental near-term revenue that could dilute our brands," he added