财务数据和关键指标变化 - 第二季度销售额为27亿美元,与去年持平 [48] - 同店销售增长0.4%,主要由专业业务带动 [48] - 毛利率为41.5%,同比下降100个基点,受价格投资和产品成本上升影响 [51][52] - 销售、管理及一般费用率为38.9%,同比上升110个基点,主要由于人工成本增加、战略和运营审查相关费用以及其他战略计划实施费用 [54] - 营业利润率为2.7%,同比下降约200个基点 [55] - 每股收益为0.75美元,去年同期为1.32美元 [55] - 年度自由现金流预计至少100百万美元 [63] 各条业务线数据和关键指标变化 - 专业业务同店销售和交易量均呈正增长 [50] - DIY业务同店销售呈负增长,但较第一季度有所改善 [50] - 热销类别包括HVAC、流体化学品和发动机管理 [49] 各个市场数据和关键指标变化 - 公司在加拿大的业务表现良好,决定保留该业务 [21][22] 公司战略和发展方向及行业竞争 - 公司完成了对Worldpac业务的战略评估,决定以15亿美元现金将其出售给凯雷集团 [17][18] - 出售Worldpac有助于公司聚焦核心的"混合箱"业务模式,服务DIY和专业客户 [19] - 公司正在执行一系列举措来简化业务、提升运营效率和竞争力,包括精简供应链、优化组织架构、提升资产生产率等 [15][16] - 公司计划未来3年内将核心业务的利润率提升至中单位数水平 [35][47] - 公司将通过提升销售生产率、优化门店网络、改善毛利率和控制费用等措施来实现利润目标 [36][37][38][39] 管理层对经营环境和未来前景的评论 - 宏观经济环境充满挑战,消费者支出受到压力,公司业绩受到一定影响 [8][57][58][59] - 但公司相信行业长期前景向好,随着车辆保有量老龄化和维修需求的非可选性,行业将回归增长 [59] - 公司正在采取一系列措施来应对当前环境,并为未来发展奠定基础 [11][12][13] 其他重要信息 - 公司已完成对Worldpac业务的出售,预计将于年底前完成交易 [17][18] - 公司决定保留加拿大业务,认为其与美国业务模式协同性强,表现良好 [21][22] - 公司正在进行供应链整合,预计到年底将完成14个大型配送中心的整合 [30][31][32][33] - 公司正在建设市场中心,到2026年计划建成60个 [33] - 公司正在进行组织架构调整,引进了多名关键人才加强商品管理等关键职能 [25][26][27] 问答环节重要的提问和回答 问题1 **Greg Melich 提问** Worldpac出售后,公司是否仍将通过Advance门店销售Worldpac产品 [72] **Ryan Grimsland 回答** 是的,公司将继续通过Advance门店销售Worldpac产品,这是公司目录产品供给的重要组成部分 [73] 问题2 **Simeon Gutman 提问** 公司是否将更多侧重于修复核心业务,还是也会继续投资未来增长 [80][81] **Shane O'Kelly 回答** 公司必须同时兼顾修复和增长,通过提升销售生产率、优化门店网络、改善毛利率和控制费用等措施来实现利润目标,同时也会继续投资开新店等增长举措 [82][83] 问题3 **Bret Jordan 提问** Worldpac出售后,公司的采购规模和议价能力是否会受到影响 [86][87] **Shane O'Kelly 回答** 公司仍是行业内的重要参与者,供应商表示支持公司的转型计划,因此公司的采购实力不会受到明显影响 [88]

Advance Auto Parts is in trouble, and things are getting worse.Advance Auto Parts (AAP -16.50%) stock tumbled 15.8% through 10:35 a.m. ET after the company beat on sales but missed on earnings in its latest earnings release Thursday morning.Heading into the fiscal second-quarter results, analysts forecast the automotive parts retailer would earn $0.94 per share on just under $2.7 billion in sales in the period ended July 13. Advance Auto Parts nailed the sales target, but whiffed on profits, reporting just ...

For the quarter ended June 2024, Advance Auto Parts (AAP) reported revenue of $2.68 billion, down 0.1% over the same period last year. EPS came in at $0.75, compared to $1.43 in the year-ago quarter.The reported revenue represents a surprise of +0.38% over the Zacks Consensus Estimate of $2.67 billion. With the consensus EPS estimate being $0.97, the EPS surprise was -22.68%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

Advance Auto Parts (AAP) came out with quarterly earnings of $0.75 per share, missing the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -22.68%. A quarter ago, it was expected that this auto parts retailer would post earnings of $0.69 per share when it actually produced earnings of $0.67, delivering a surprise of -2.90%.Over the last four quarter ...

财务表现 - 第二季度销售额为27亿美元，与去年同期持平[3] - 毛利润下降2.3%至11亿美元，毛利率从42.5%下降至41.5%[4] - 销售、一般及管理费用增加至10亿美元，占销售额38.9%，主要由于前线员工工资投资和专业费用增加[5] - 经营利润为7180万美元，占销售额2.7%，去年同期为4.7%[6] - 每股摊薄收益为0.75美元，去年同期为1.32美元[10] 全年预测 - 全年销售额预计110.5亿至112.5亿美元，同比下降1%至持平[15] - 全年经营利润率预计2.1%至2.5%[15] - 全年每股摊薄收益预计2.00美元至2.50美元[15] - 全年资本支出预计2亿至2.5亿美元[15] - 全年自由现金流预计最低1亿美元[16] 财务数据 - 公司在2024年7月13日的28周内净收入为8500.3万美元[27] - 公司在2024年7月13日的28周内经营活动产生的现金流为8781.4万美元[27] - 公司在2024年7月13日的28周内资本支出为9244.5万美元[27] - 公司在2024年7月13日的28周内支付了2992万美元的股息[27] - 公司在2024年7月13日的28周内回购了461.7万美元的普通股[27] - 公司在2024年7月13日的28周内现金及现金等价物净减少2405.3万美元[27] 门店情况 - 公司在2024年7月13日的28周内共开设了16家新店,关闭了26家店[42][43] - 公司在2024年7月13日的28周内总店铺数为5097家[42][43] 财务指标 - 公司的调整后债务与调整后EBITDAR比率为4.0[37][39] 财务报表更正 - 公司发现了之前几年的一些非重大错误,并对财务报表进行了更正[29][30][31][32][33]

Advance Auto Parts, Inc. AAP is set to release earnings results for its second quarter, before the opening bell on Thursday, Aug. 22.Analysts expect the Raleigh, North Carolina-based company to report quarterly earnings at 94 cents per share, down from $1.44 per share in the year-ago period. Advance Auto Parts projects to report quarterly revenue of $2.67 billion for the quarter, compared to $2.66 billion a year earlier, according to data from Benzinga Pro.On May 29, the company reported first-quarter earni ...

文章核心观点 - 预计Advance Auto Parts(AAP)即将公布的季度财报每股收益为1美元,同比下降30.1% [1] - 分析师预测公司营收为26.8亿美元,同比下降0.3% [1] - 过去30天内,分析师对本季度每股收益预测下调了0.8% [2] - 分析师预测的关键指标包括门店数量、新开门店数等 [6][7][8][9][10] 公司指标总结 - 分析师预计公司总门店数为5,101家,去年同期为5,109家 [6] - 分析师预计WORLDPAC门店数为323家,去年同期为319家 [7] - 分析师预计AAP门店数为4,492家,去年同期为4,471家 [8] - 分析师预计新开门店数为7家,去年同期为18家 [8] - 分析师预计期初门店数为5,097家,去年同期为5,096家 [9] - 分析师预计CARQUEST门店数为292家,去年同期为319家 [10] 行业表现 - 过去一个月,AAP股价上涨4.3%,而标普500指数下跌1.9% [11] - 根据Zacks评级,AAP未来表现可能与整体市场相符 [11]

Wall Street expects a year-over-year decline in earnings on lower revenues when Advance Auto Parts (AAP) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 22, 2024, might help the stock move higher if these key numbers are better than e ...

OKLAHOMA CITY, July 12, 2024 (GLOBE NEWSWIRE) -- Murphy Law Firm is investigating claims on behalf of all individuals whose personal and confidential information was compromised in the data breach involving Advance Auto Parts. On May 23, 2024, Advance Auto Parts detected suspicious activity on its computer network, indicating a data breach. Based on a subsequent forensic investigation, Advance Auto Parts determined that cybercriminals infiltrated its inadequately secured computer systems and thereby gained ...

A month has gone by since the last earnings report for Advance Auto Parts (AAP) . Shares have lost about 6.4% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Advance Auto Parts due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Advance Auto Q1 Earnings Miss Estimates ...