会议基本信息 - 会议为Capri Holdings Limited战略更新电话会议于2024年11月14日上午11:00（美国东部时间）召开[1] - 公司参会人员有副总裁Jennifer Davis、董事长兼首席执行官John Idol、首席财务官兼首席运营官Tom Edwards 电话会议参会人员有来自摩根大通、高盛等多家机构人员[1] - 会议开始时所有参与者处于只听模式之后有问答环节会议被记录[1] 会议开场 - Jennifer Davis作为投资者关系副总裁主持会议并介绍参会的John Idol和Tom Edwards [3] 财务信息说明 - 会议上除非另有说明所有财务信息将以非公认会计准则（non - GAAP）为基础这些非GAAP指标排除了与减值费用、重组和其他费用、ERP实施成本、Capri转型成本以及与合并相关的成本等相关的某些成本[5]

业绩总结 - 公司预计零售店数量将逐步减少至650家[3] - 公司预计零售店销售密度将得到改善[4] 用户数据与市场策略 - 公司计划通过实施动态的新营销计划来吸引更广泛的消费者群体[3] - 公司将继续利用数字能力来推动电子商务增长[4] 产品与技术研发 - 公司将通过对产品组合的调整来恢复批发业务的增长[5] - 公司将继续增强产品组合，以吸引有抱负的奢侈品消费者[5] - 公司计划保持门店数量在220家左右[5] - 公司将进一步开发配饰产品线[4] - 公司将进行战略定价审查，以推动更高的全价销售率[3] 未来展望 - 公司计划在未来两年内翻新约150家门店[3]

合并事件 - 卡普里（Capri）和泰佩思琦（Tapestry）的85亿美元合并计划取消因为不太可能获得监管批准[1][2] - 2023年8月宣布的合并计划受到美国联邦贸易委员会（FTC）审查今年早些时候被起诉阻止因为担心损害奢侈品手袋和配饰领域的竞争10月下旬联邦法官以竞争问题为由阻止了合并[2] 公司表态 - 卡普里首席执行官称终止合并协议后将专注于公司未来并实施战略举措让旗下品牌恢复增长[4] - 泰佩思琦首席执行官称公司一直有多种增长途径今天的决定明确了未来战略将加速有机业务增长并宣布额外的股东回报计划[5] 股价表现 - 自上个月法官阻止合并以来卡普里的股价已下跌约一半[6] - 泰佩思琦周四宣布股票回购以及合并终止后股价上涨超过13%达到十年来的最高水平[6]

Capri and Tapestry called off their merger on Thursday after the megadeal was blocked by the Federal Trade Commission. The two U.S.-based luxury houses "mutually agreed" that ending the merger agreement was in their best interests as they were unlikely to get regulatory approval before the deal was set to expire in February. "With the termination of the merger agreement, we are now focusing on the future of Capri and our three iconic luxury houses," Capri CEO Johh Idol said in a statement. "Looking ahead, I ...

公司国际业务表现的重要性 - 对于Capri Holdings这样的奢侈品零售商 解析国际营收趋势对衡量其财务韧性和增长前景至关重要 国际市场的成功对公司财务健康和增长很关键 能反映公司盈利稳定性 受益于不同经济周期的能力和长期增长潜力 [1][2] 公司国际业务的营收情况 - 公司本季度总营收为10.8亿美元 同比下降16.4% [4] - EMEA地区上季度营收3.48亿美元 占总营收32.25% 较分析师预期的3.5009亿美元低0.6% 与前一季度和去年同季度相比占比分别为28.58%和31.06% [5] - 亚洲地区上季度营收1.4亿美元 占总营收12.97% 较分析师预期的1.9603亿美元低28.58% 与前一季度和去年同季度相比占比分别为17.71%和15.49% [6] 海外市场营收预测 - 华尔街分析师预计本财季公司总营收将达13.3亿美元 较去年同季度下降6.7% 其中EMEA预计贡献26.1%即3.4771亿美元 亚洲预计贡献15.1%即2.0084亿美元 [7] - 全年公司总营收预计为47.4亿美元 较去年下降8.2% 其中EMEA预计贡献27.9%即13.3亿美元 亚洲预计贡献16.9%即8.0341亿美元 [8] 结论 - 依赖全球市场营收对Capri Holdings来说机遇与挑战并存 审视其国际营收趋势对有效预测公司未来前景很关键 [9] 公司股票价值趋势 - 过去一个月公司股票下跌52.3% 而Zacks S&P 500综合指数上涨4.4% 过去三个月公司股票下跌36.8% 而S&P 500指数上涨13.1% [13]

Shares of the Michael Kors parent dropped on a disappointing earnings report.In its first earnings report since its merger with Coach parent Tapestry was blocked, Capri Holdings (CPRI -7.53%) had more disappointing news for investors after it missed estimates in its fiscal second-quarter earnings report.As of 2:39 p.m. ET, the stock was down 10.4% on the news. Capri comes up shortThe parent company of Michael Kors, Jimmy Choo, and Versace said that revenue in the quarter fell 16.4% to $1.08 billion, which m ...

Key TakeawaysVersace's parent company, Capri Holdings, reported fiscal-second-quarter results that missed analysts' expectations.CEO John Idol pinned declining revenue on “softening demand globally for fashion luxury goods.” The company's stock has lost about half its value since the FTC blocked a planned merger with rival Tapestry last month. Capri Holdings (CPRI) saw its shares tumble Friday after reporting fiscal second-quarter results after yesterday's closing bell that fell short of Wall Street's expec ...

Capri Holdings Limited (CPRI) posted drab second-quarter fiscal 2025 results, wherein both top and bottom lines declined year over year and lagged the Zacks Consensus Estimate. The company’s second-quarter results were impacted by a global slowdown in demand for luxury fashion goods. Despite this challenging retail environment, the company remains focused on executing CPRI’s strategic initiatives aimed at delivering long-term, sustainable growth across its three luxury brands. The company also reported a po ...

Capri Holdings (CPRI) reported $1.08 billion in revenue for the quarter ended September 2024, representing a year-over-year decline of 16.4%. EPS of $0.65 for the same period compares to $1.13 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.17 billion, representing a surprise of -7.58%. The company delivered an EPS surprise of -12.16%, with the consensus EPS estimate being $0.74.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wa ...

Capri Holdings (CPRI) came out with quarterly earnings of $0.65 per share, missing the Zacks Consensus Estimate of $0.74 per share. This compares to earnings of $1.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -12.16%. A quarter ago, it was expected that this luxury retailer would post earnings of $0.59 per share when it actually produced earnings of $0.04, delivering a surprise of -93.22%.Over the last four quarters, the ...