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Hasbro(HAS) - 2024 Q1 - Earnings Call Presentation
2024-04-24 20:22
业绩总结 - Hasbro Inc. 2024年第一季度总收入下降24%[7] - Hasbro Inc. 2024年第一季度调整后净收入为757.3百万美元[7] - Hasbro Inc. 2024年第一季度调整后每股收益为0.61美元[7] - Hasbro Inc. 2024年第一季度调整后营业利润为149百万美元[7] - Hasbro Inc. 2024年第一季度调整后净利润为85百万美元[10] - Hasbro Inc. 2024年第一季度调整后净收入为757百万美元[10] - Hasbro Inc. 2024年第一季度调整后每股收益为0.61美元[10] - Hasbro Inc. 2024年第一季度调整后营业利润为149百万美元[10] - Hasbro Inc. 2024年第一季度调整后净利润为85百万美元[10] - Hasbro Inc. 2024年第一季度调整后净收入为757百万美元[10] - Q1 2024 Hasbro, Inc. 营收为757.3百万美元,较去年同期下降24.4%[27] - Q1 2024 Hasbro, Inc. 营业利润为116.2百万美元,较去年同期增长549.2%[27] - Q1 2024 Wizards of the Coast & Digital Gaming 营收下降3%至5%[23] - Q1 2024 Wizards of the Coast Op Profit Margin 达到38.8%,较去年同期增长12.8%[20] - Hasbro, Inc. 预计2024年调整后EBITDA为9.25亿至10亿美元[23] 财务状况 - YTD 2024 现金为 570 亿美元,较 YTD 2023 的 386 亿美元增长[30] - 长期债务为 2,967 亿美元,较 3,682 亿美元下降[30] - 资产折旧为 21 亿美元,较 24 亿美元下降,FY 2024 的折旧目标与 FY 2023 一致[30] - 无形资产摊销为 17 亿美元,较 23 亿美元下降,主要是由于 eOne 电影和电视部门出售以及其他收购的知识产权的全额摊销[30] - 营运现金流为 178 亿美元,较 89 亿美元增长,主要是由于运营业绩改善和营运资本带来的好处[30] 其他信息 - 2023财年娱乐部门总收入为 659 亿美元,较去年同期下降31%[31] - 2023财年娱乐部门总营业利润为 1,912 亿美元,较去年同期下降[31] - 2024年第一季度公司因收购 eOne 而产生的股票补偿费用为 1.9 亿美元[36] - 2024年第一季度公司因 eOne 收购而产生的无形资产摊销费用被分配到消费品和娱乐部门[37] - 公司宣布了其战略审查结果,Blueprint 2.0,重点放在更少、更大的品牌、扩大许可、品牌娱乐和高利润增长等方面[41]
Hasbro(HAS) - 2024 Q1 - Quarterly Results
2024-04-24 18:47
营收情况 - Hasbro Inc. 第一季度营收下降24%,主要受到eOne电影和电视部门出售的影响,不包括出售,营收下降9%[2] - Hasbro Inc. 消费品部门营收下降21%,主要受到行业整体趋势、退出业务和去年清理库存导致的减少销售的影响[7] - Hasbro Inc. Wizards of the Coast and Digital Gaming 部门营收增长7%,主要受到授权数字游戏收入增加的推动[10] - Hasbro Inc. Entertainment 部门营收下降85%,受到eOne电影和电视部门出售的影响,但除去这一影响,营收增长65%[12] - 2024年第一季度,Hasbro公司净营收为757.3亿美元,较上年同期1001亿美元减少24%[30] - 2024年第一季度,Hasbro公司消费品部门净营收按主要地理区域划分,北美地区为239.1亿美元,较上年同期279.1亿美元减少14%[34] - 2024年第一季度,Hasbro公司巫师海岸和数字游戏部门净营收按类别划分,桌面游戏为228.2亿美元,较上年同期217.9亿美元增长5%[35] - 2024年第一季度,Hasbro公司娱乐部门净营收按类别划分,电影和电视为0美元,家庭品牌为28亿美元,较上年同期17亿美元增长65%[35] - 2024年第一季度,Hasbro公司特许品牌净营收为606.5亿美元,较上年同期613.4亿美元减少1%[34] - 2024年第一季度,Hasbro公司总游戏净营收为408亿美元,较上年同期386.5亿美元增长6%[34] 利润情况 - Hasbro Inc. 第一季度调整后营业利润为1.486亿美元,较去年同期增加1.014亿美元,调整后营业利润率为19.6%[3] - Hasbro Inc. 每股调整后净收益为0.61美元,受益于运营改善和股权激励调整以及净利息费用减少[5] - 2024年第一季度,Hasbro公司净利润为59.1亿美元,较上年同期亏损21.7亿美元[30] - HASBRO, INC. 2024年第一季度调整后营业利润为148.6百万美元,较2023年同期增长216.1%[37] - 2024年第一季度净利润为58.2百万美元,较2023年同期增长[44] - 2024年第一季度调整后每股收益为0.61美元,较2023年同期增长60倍[44] 资产情况 - Hasbro Inc. 拥有的库存较去年同期下降53%,其中消费品库存下降57%[4] - Hasbro Inc. 第一季度经营现金流为1.778亿美元,较去年同期的0.888亿美元增加[6] - 2024年第一季度,Hasbro公司的总资产为6203亿美元,较上年同期8923.7亿美元减少了30%[29] - 2024年第一季度,Hasbro公司现金及现金等价物为570.2亿美元,较上年同期386.2亿美元增长47%[31] 未来展望 - Hasbro Inc. 全年预期包括消费品部门营收下降7%至12%,Wizards of the Coast 部门营收下降3%至5%[13] - Hasbro Inc. 2024年资本分配重点包括投资核心业务、向股东返现通过股息、继续偿还债务并朝着杠杆率目标迈进[14]
Challenging Toy Industry to Ail Hasbro's (HAS) Q1 Earnings
Zacks Investment Research· 2024-04-24 00:31
Hasbro公司第一季度财报预测 - Hasbro公司将于2024年4月24日发布2024年第一季度财报[1] - 预计Hasbro公司第一季度每股收益将从去年同期的1美分增长至27美分,增幅达2600%[2] - 预计Hasbro公司第一季度营收将下降25.8%,达到约7.427亿美元[3] - Hasbro公司第一季度业绩可能受益于产品组合优化、库存优化和游戏类别需求旺盛等因素[4]
Hasbro (HAS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Zacks Investment Research· 2024-04-17 23:07
Hasbro (HAS) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on April 24, 2024, might help the stock move higher if these key numbers are better than expectati ...
MAT or HAS: Which Is the Better Value Stock Right Now?
Zacks Investment Research· 2024-04-09 00:41
Investors interested in stocks from the Toys - Games - Hobbies sector have probably already heard of Mattel (MAT) and Hasbro (HAS) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, whil ...
Sales-Boosting Initiatives Aid Hasbro (HAS), High Costs Hurt
Zacks Investment Research· 2024-04-08 21:50
Hasbro, Inc. (HAS) is benefiting from its focus on various sales-boosting initiatives, solid demand of its gaming category and opportunities in the emerging markets. Aided by these tailwinds, the company remains optimistic on its long-term growth trajectory (next three years) across its crucial growth defining metrics. Shares of this designer, manufacturer and marketer of games and toys rose 10.5% in the year-to-date period against the Zacks Toys - Games - Hobbies industry’s 2.9% decline. The uptrend can be ...
LITTLEST PET SHOP CELEBRATES THE YEAR OF THE BOBBLE BY ENCOURAGING FANS ACROSS THE GLOBE TO 'BOBBLE TO THE BEAT'
Prnewswire· 2024-04-04 21:30
Following an Epic NYC Premiere Event, Basic Fun! Invites Fans Around the World to Unleash the Bobble with a Custom Song and Dance Challenge Inspired by the Pets BOCA RATON, Fla., April 4, 2024 /PRNewswire/ -- Today, LITTLEST PET SHOP, one of the most well- known collectible toy brands in history, released a call to action to fans around the world to 'unleash the bobble'. In celebration of the franchise's long-anticipated return to retail in January – this is sure to be the "Year of the Bobble"! Debuting las ...
A Look at Hasbro's ‘Monopoly' To Calm the Nerves of Monetarists
Forbes· 2024-03-31 22:00
It’s been decades since I last played Monopoly, but the board game comes to mind when contemplating the commentary of the members of the Monetarist School. Consider the play money that comes with the game. No doubt Monopoly participants would find it difficult to compete without it. At least for a few minutes. In a game about achieving monopoly, the fake money is the way players keep score. For Monopoly to be a game, money is needed. Hasbro HAS supplies it. Members of the Monetarist School seem to have inte ...
Why Is Hasbro (HAS) Up 0.7% Since Last Earnings Report?
Zacks Investment Research· 2024-03-15 00:36
Hasbro第四季度财报 - Hasbro第四季度2023年度财报显示,调整后每股收益为38美分,低于Zacks Consensus Estimate的64美分,同比下降40.6%[6] - Hasbro第四季度净收入为12.9亿美元,低于预期的13.7亿美元,同比下降23%[7] - Hasbro的品牌表现中,特许品牌的收入为8.437亿美元,同比下降10%[8] - Hasbro的合作品牌收入同比下降44%,至1.54亿美元[9] - Hasbro的投资组合品牌收入为1.519亿美元,同比下降9%[10] - Hasbro的消费品业务净收入同比下降25%,至7.539亿美元[13] - Hasbro的Wizards of the Coast和数字游戏部门的收入同比增长7%,达到3.632亿美元[14] - Hasbro的娱乐部门收入同比下降49%,至1.718亿美元[15] - Hasbro的调整后EBITDA为1.06亿美元,较去年同期的3.272亿美元下降[18] - Hasbro的2023年总收入同比下降15%,至50亿美元,调整后的每股收益为2.51美元,较2022年的4.45美元下降[19] - Hasbro的2023年调整后EBITDA为7.094亿美元,较2022年的11.7亿美元下降39.5%[20] - Hasbro的2024年展望显示,消费品业务预计年度收入将同比下降7-12%,Wizards of the Coast和数字游戏部门预计收入将下降3-5%[23] - Hasbro的2024年全年调整后EBITDA预计在9.25亿美元至10亿美元之间[23]
Paramount and Hasbro: A Match Made in Heaven? 3 Things Investors Should Know About Their Latest Partnership.
The Motley Fool· 2024-02-27 01:30
The reviews are in, and Dungeons and Dragons (DND) is a hit! According to movie review site Rotten Tomatoes, last year's Dungeons & Dragons: Honor Among Thieves (HAT) fantasy flick won a 91% rating from critics, and 93% approval from audiences -- and collected $93.2 million in U.S. box office receipts. BoxOfficeMojo points out that, when you add in global box office figures, that number swells to $208.2 million. But that probably wasn't enough cash to make HAT profitable for Paramount (PARA 0.40%), its dist ...