J. Michael Jones Academy's Shares Are Down Being invested in Academy Sports and Outdoors (NASDAQ:ASO) this year has not been fun. Things started getting worse starting in February, when Academy's main competitor, DICK'S Sporting Goods (DKS) literally went to the moon, leaving behind ASO shares. So, we have two sporting goods retailers doing business in the same environment whose performance has been the opposite and is separated by a staggering 70 percentage points year-to-date. Data by YCharts Three months ...

Academy Sports and Outdoors, Inc. (ASO) reported dismal first-quarter fiscal 2024 results, with both earnings and revenues missing the Zacks Consensus Estimate. The top and bottom lines declined on a year- over-year basis. Following the results, shares of the company declined 3.2% on Jun 11. The company’s customers remain under pressure due to the current economic environment. Inside the Headlines In the fiscal first quarter, the company reported adjusted earnings per share (EPS) of $1.08, missing the Zacks ...

文章核心观点 - 公司第一季度销售未达预期,净销售额下降1.4%至13.642亿美元,净收益下降18.6%至7650万美元 [1] - 公司面临激烈的竞争环境,计划通过节假日促销来刺激销售 [3] - 公司维持了全年财务指引,但略微下调了每股收益预测 [4] - 新任管理团队面临经济动荡和新店开设的挑战 [5] 公司概况 - 公司目前有285家门店,有望今年达到300家,公司成立于1938年 [6] - 公司计划在今年开设15-17家新店,给供应链带来压力 [1][2] - 新开门店销售表现良好,线上业务也有正增长 [2] - 公司在运输成本和盗窃方面有所节省 [2] 行业环境 - 公司面临激烈的竞争环境,需要通过节假日促销来刺激销售 [3] - 新管理团队面临经济动荡和新店开设的挑战 [5]

For the quarter ended April 2024, Academy Sports and Outdoors, Inc. (ASO) reported revenue of $1.36 billion, down 1.4% over the same period last year. EPS came in at $1.08, compared to $1.30 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.37 billion, representing a surprise of -0.76%. The company delivered an EPS surprise of -12.20%, with the consensus EPS estimate being $1.23. While investors closely watch year-over-year changes in headline numbers -- revenue an ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended May 4, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________. Commission File No. 001-39589 Academy Sports and Outdoors, Inc. (Exact name of registrant as specified in its charter) (State or othe ...

财务数据和关键指标变化 - 第一季度销售额为13.6亿美元,同比下降1.4% [6] - 同店销售下降5.7% [6] - 毛利率为33.4%,同比下降40个基点,主要由于商品毛利率下降80个基点 [14][32] - 销售、一般及管理费用占销售额的比重增加130个基点,主要由于新店开设和其他战略投资 [33] - 净利润为7650万美元,每股收益1.01美元 [34] 各条业务线数据和关键指标变化 - 硬件类商品表现最好,户外用品销售增长2% [9] - 露营、狩猎和钓鱼类别表现强劲 [9] - 运动和娱乐类商品销售下降4%,健身器材销售持续疲软 [11] - 鞋类销售下降1%,运动鞋和休闲鞋表现较好 [12] - 服装销售下降3%,儿童和户外服装表现较好 [13] 各个市场数据和关键指标变化 - 公司在新市场开设的门店表现良好,2022年新开门店同店销售为正 [58][59] - 2023年新开门店首年销售额预计高于2022年新店 [59][60] 公司战略和发展方向及行业竞争 - 公司将继续专注于新店开设、电商业务发展、提升客户体验等长期战略 [22][23][26] - 推出新的忠诚度计划"My Academy"以增强与客户的联系 [26] - 与DoorDash合作提供同日送货服务,提升客户体验 [24][25] - 公司正在与主要品牌合作,扩大优质产品的供给 [52][53][147] - 行业竞争环境较为理性,公司将在关键销售旺季采取更积极的促销策略 [129][130][131] 管理层对经营环境和未来前景的评论 - 预计消费者将继续受到经济压力,公司将专注于提供价值和新品 [15][20] - 第二季度有多个重要销售节点,有望带动业绩改善 [7][21] - 公司有信心通过执行长期战略实现突破,实现成为全国最佳运动户外零售商的愿景 [159] 其他重要信息 - 公司计划在2024年开设15-17家新店 [22] - 电商业务同比增长8%,占总销售9% [8] - 公司修订了2024财年每股收益指引,反映了第一季度的股票回购 [38] - 公司与DoorDash合作提供同日送货服务,预计将有助于吸引新客户 [122][123][124] 问答环节重要的提问和回答 问题1 **Seth Basham 提问** 询问公司下半年业绩改善的关键驱动因素 [42] **Steve Lawrence 回答** - 预计第二季度及以后的关键销售节点将带动业绩改善 [45][46][47] - 公司将专注于提供价值、新品以及优化客户体验等方面 [45][46][47] - 户外、电商等业务有望持续改善 [48][49][50] 问题2 **Justin Cleaver 提问** 询问新店开设的情况及对整体业绩的影响 [58] **Steve Lawrence 回答** - 2022年新开门店同店销售为正,表现良好 [59] - 2023年新开门店首年销售额预计高于2022年新店 [59][60] - 新店开设是公司重要的增长动力 [22] 问题3 **Michael Lasser 提问** 询问公司在促销和毛利率之间的平衡 [73] **Steve Lawrence 回答** - 公司将在关键销售旺季采取更积极的促销策略 [129][130][131] - 同时也会在非旺季时保持相对较少的促销活动 [132][133] - 公司将利用客户数据分析,对不同客户群体采取差异化的促销策略 [153][154][155][156][157]

kaanates/iStock via Getty Images Academy Sports and Outdoors, Inc. (NASDAQ:ASO) is down after its just-reported Q1 earnings. The report was mixed, all things considered. That said, this is a trader's stock. Just today we were asked about it in our investing group, and we reviewed the situation again. Our last buy call came in the 40s in November 2023. We believe the stock has retraced sufficiently to consider buying again. Below, we are setting up a new trade for new money once again. The company continues ...

Key Takeaways Academy Sports + Outdoors missed first-quarter profit and sales estimates, which it blamed on economic pressures on its shoppers. The sporting goods and outdoor gear retailer's comparable store sales dropped 5.4% year-over-year. Shares fell more than 6% in intraday trading Tuesday to their 2024 lows. Shares of Academy Sports + Outdoors (ASO) fell Tuesday after the sporting goods and outdoor recreation gear retailer posted worse-than-expected quarterly results as it said its shoppers faced toug ...

Academy Sports and Outdoors, Inc. (ASO) came out with quarterly earnings of $1.08 per share, missing the Zacks Consensus Estimate of $1.23 per share. This compares to earnings of $1.30 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -12.20%. A quarter ago, it was expected that this company would post earnings of $2.34 per share when it actually produced earnings of $2.21, delivering a surprise of -5.56%. Over the last four qu ...

Academy Sports and Outdoors, Inc. (ASO) announced an exclusive partnership with DoorDash (DASH) , a leading local commerce platform. This collaboration is set to revolutionize the shopping experience for Academy Sports’ customers by offering on-demand delivery from its 285 stores across 19 states. This initiative is expected to cater to the increasing demand for convenient and fast access to products, particularly in the Back-to-School season. Enhancing Customer Experience By collaborating with DoorDash, Ac ...