财务数据和关键指标变化 - 2024财年净销售额增长5.2%,达到2.011亿美元,较2020财年增长20.1% [31] - 户外生活品类销售增长6.9%,射击运动品类销售增长3.2% [31] - 2024财年毛利率为44%,较上年下降210个基点,主要由于关税和运费成本上升、促销活动增加以及调整上年关税退税 [36][37] - 2024财年调整后EBITDAS为980万美元,较上年下降 [39] 各条业务线数据和关键指标变化 - 户外生活品类销售占比约54%,与上年持平 [33] - 射击运动品类销售占比约46%,与上年持平 [33] - 传统渠道销售增长12.3%,电商渠道销售下降3.3% [33] - 直接面向消费者(D2C)销售占总销售的15%,基本持平上年 [34] 各个市场数据和关键指标变化 - 国际市场销售增长超过35%,占总销售6% [21] - 加拿大市场是重点拓展区域,销售增长是国际市场增长的重要因素 [21] 公司战略和发展方向及行业竞争 - 公司保持创新投入,2024财年新产品销售占比超过23% [23][27] - 公司进入新市场和新品类,如射击运动、钓鱼、园林管理等 [24][25][26] - 公司将Meat品牌拓展至零售渠道,并计划将Grilla品牌也引入零售 [14][55][56][57] - 公司看好户外生活品类的长期增长潜力,但射击运动品类面临一定挑战 [45] - 公司将继续通过创新和渠道拓展来推动增长,并积极寻求并购机会 [28][63][64][65] 管理层对经营环境和未来前景的评论 - 2024财年消费者信心不确定,但公司通过可靠性和创新维持了增长 [13] - 公司看好户外生活品类的长期增长前景,但射击运动品类面临一定挑战 [45][68] - 公司将继续保持创新投入,并积极拓展新渠道和寻求并购机会 [28][63][64][65] 其他重要信息 - 公司2024财年末现金余额2970万美元,无债务,可用资本约1.2亿美元 [40] - 公司2024财年经营活动产生现金流24.5亿美元,自2020财年以来累计产生经营现金流超过7亿美元 [41] - 公司2025财年资本支出预计350-450万美元,主要用于产品工具、维护和专利投资 [43] - 公司2025财年预计净销售额增长最高2.5%,调整后EBITDAS占销售额5.5%-6% [45][47] 问答环节重要的提问和回答 问题1 **Mark Smith 提问** 询问新产品销售占比在第四季度的表现情况 [50] **Brian Murphy 回答** BUBBA、BOG和Meat等品牌在第四季度表现出色,新产品销售占比达23% [51][52] 问题2 **Mark Smith 提问** 询问Meat品牌进入零售渠道的情况,以及Grilla品牌进入零售的计划 [53] **Brian Murphy 回答** Meat品牌进入零售渠道后,与零售商合作良好,并带动了公司网站其他产品的销售;Grilla品牌也正在做好准备,计划未来进入零售渠道 [54][55][56][57] 问题3 **Mark Smith 提问** 询问公司对并购市场的看法,以及未来资本使用计划 [62] **Brian Murphy 和 Andy Fulmer 回答** 公司看好并购市场,特别是户外生活品类,并有充足的资金实力进行并购;同时也计划投资新的工厂店和产品开发等 [63][64][65][68][69]

American Outdoor Brands, Inc. (AOUT) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of $0.01. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -100%. A quarter ago, it was expected that this company would post earnings of $0.07 per share when it actually produced earnings of $0.08, delivering a surprise of 14.29%.Over the last four quarters, the company ha ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD Commission File Number 001-39366 American Outdoor Brands, Inc. (Exact name of Registrant as specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation or Organi ...

文章核心观点 - 公司预计将在第四季度财报中公布营收和利润数据 [1][2] - 公司的营收可能会受益于户外生活方式类别的强劲销售,尤其是狩猎和钓鱼销售以及射击运动配件销售 [3] - 但高成本预计将对公司的利润产生负面影响,同时激烈的市场竞争也可能压缩销售和定价,从而影响收益 [4] 根据相关目录分别进行总结 财务数据 - 第四季度预计每股收益为1美分,去年同期为6美分 [2] - 预计营收为4320万美元,同比增长2.4% [2] 业务表现 - 户外生活方式类别销售强劲,尤其是狩猎、钓鱼和射击运动配件销售 [3] - 新产品的推出也为公司带来了利益 [3] 经营挑战 - 高成本对利润产生负面影响 [4] - 市场竞争激烈,可能压缩销售和定价 [4]

COLUMBIA, Mo., June 4, 2024 /PRNewswire/ -- American Outdoor Brands, Inc. (NASDAQ Global Select: AOUT), an industry leading provider of products and accessories for rugged outdoor enthusiasts, today announced that the company's President and CEO, Brian Murphy, and Chief Financial Officer, Andrew Fulmer, will participate in the Jefferies Consumer Conference on Monday and Tuesday, June 17-18, 2024, in Nantucket, MA.For more information or to schedule one-on-one meetings, please contact your Jefferies represen ...

The Zacks Leisure and Recreation Products industry faces challenges due to high inflation and elevated interest rates. Nevertheless, there is a positive trend in sales of fitness products, driven by growing health and fitness awareness and strong boat sales. Industry participants — which design, market, retail and distribute products for the outdoor and recreation market — are witnessing solid demand. Stocks like Acushnet Holdings Corp. (GOLF) , American Outdoor Brands, Inc. (AOUT) and Lazydays Holdings, In ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis ...

American Outdoor Brands, Inc. (AOUT) reported third-quarter fiscal 2024 results, with the top and the bottom line surpassing the Zacks Consensus Estimate. Both metrics beat estimates for the fourth straight quarter.Following the results, the company’s shares increased 4.8% in the after-hours trading session on Mar 7.  The company believes its brands are well-positioned to benefit from positive, long-term consumer outdoor participation trends. AOUT reaffirms its anticipation that its net sales for fiscal 202 ...

财务数据和关键指标变化 - 第三季度销售收入为5.34亿美元,同比增长5%,超出预期约2.5亿美元[35] - 与2020财年第三季度相比,销售收入增长23.3%,包括收购Grilla Grills的影响[35] - 毛利率为42.7%,去年同期为47.1%,主要受到更高的关税和运费摊销以及更多促销活动的影响[38] - 非GAAP每股收益为0.08美元,去年同期为0.13美元[40] - 调整后EBITDAS为240万美元,去年同期为330万美元[40] 各条业务线数据和关键指标变化 - 户外生活品类销售增长2.8%,主要受到狩猎和钓鱼相关产品的强劲表现带动[14] - 与2020财年第三季度相比,户外生活品类销售增长43.1%[15][36] - 射击运动品类销售增长7.6%,主要受到个人防护类产品库存消化和射击配件销售增长的带动[16][36] - 与2020财年第三季度相比,射击运动品类销售增长近6%[36] 各个市场数据和关键指标变化 - 传统渠道销售增长8.1%,电商渠道销售增长1.6%[37] - 国际销售增长超过72%,主要受到在加拿大市场推广生活方式品牌的成功[17] 公司战略和发展方向及行业竞争 - 公司专注于长期战略,同时成功应对近期环境挑战[12] - 通过"Dock and Unlock"创新流程,不断推出新产品,为品牌拓展新品类和市场[19-21] - 在SHOT Show上展示了多个新品,包括Caldwell、Grilla和Hooyman品牌,引起了极大关注[29] - 新产品的推出有助于公司获得新的零售渠道和增加货架空间[30-31] 管理层对经营环境和未来前景的评论 - 消费者购买需求有所下降,零售商更加谨慎管理库存,但公司创新产品有助于获得市场份额和货架空间[31] - 公司有信心通过持续创新和推出新产品来实现长期增长[48] 问答环节重要的提问和回答 问题1 **Aaron Wright 提问** 询问了零售商库存水平的改善情况以及公司对此的信心[50-54] **Brian Murphy 回答** 零售商库存水平有所下降,公司对未来保持乐观,认为创新产品是关键[53-54] 问题2 **Mike Zabran 提问** 询问了第四季度销售增长放缓的原因,以及未来是否有新的装填机会[61-66] **Brian Murphy 和 Andy Fulmer 回答** 第四季度销售增长放缓主要是季节性因素,公司未来有新产品推出和新客户带来的装填机会[62-67] 问题3 **Mike Zabran 提问** 询问了公司在并购方面的策略和计划[68-69] **Brian Murphy 回答** 公司保持谨慎的并购策略,关注与现有品牌和创新计划相符的目标[68-69]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2024 Commission File No. 001-39366 American Outdoor Brands, Inc. (Exact name of registrant as specified in its charter) Delaware 84-4630928 (State or other jurisdiction of incorporation or organization) (I. ...