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 For the quarterly period ended December 29, 2023 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 number 0-16255 JOHNSON OUTDOORS INC. (Exact name of Registrant as specified in its charter) Wisconsin 39-1536083 (State or othe ...

Johnson Outdoors Inc. (JOUT) 业绩预测 - 上一季度公司的盈利和净销售额均较Zacks Consensus Estimate下降，分别为387.5%和20.4%，同比也有所下降[2] - 预计本季度每股盈利将同比下降73.7%，净销售额预计将同比下降21.3%[3][4] - 公司的净销售额下降主要受到疫情驱动需求减弱和零售库存增加对露营和水上娱乐业务的影响[5] - 公司的底线可能受到与市场营销计划资产相关的递延补偿费用的影响。高额的保修费用和专业服务成本也是一个问题[6] - 尽管如此，公司专注于通过积极的节约成本计划和谨慎的费用管理来增强运营利润率。这一举措以及对新产品推出的重视预计将部分抵消这些不利因素的影响[7] 预测比较 - Zacks模型并未明确预测Johnson Outdoors本次会取得盈利[8] - 公司的盈利预期值为0.00%，Zacks排名为5（强烈卖出）[9] 行业对比 - 一些来自Zacks消费者自由选择部门的股票可能会取得盈利[9] - MGM度假村国际公司（MGM）的盈利预期值为+14.99%，Zacks排名为3[9] - Boyd Gaming Corporation（BYD）的盈利预期值为+1.10%，Zacks排名为3[9] - Hasbro, Inc.（HAS）的盈利预期值为+5.05%，Zacks排名为3[9]

Wall Street expects a year-over-year decline in earnings on lower revenues when Johnson Outdoor (JOUT) reports results for the quarter ended December 2023. 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February ...

RACINE, Wis., Jan. 22, 2024 (GLOBE NEWSWIRE) -- JOHNSON OUTDOORS INC. (NASDAQ:JOUT), a leading global innovator of outdoor recreation equipment and technology, will release financial results for the Fiscal 2024 first quarter on Friday, February 2, 2024, before market open that day. The Company will host a conference call and audio webcast shortly afterwards at 11:00 a.m. Eastern Time to discuss the financial results and provide a Company update. A live listen-only webcast of the conference call may be acces ...

RACINE, Wis., Jan. 22, 2024 (GLOBE NEWSWIRE) -- JOHNSON OUTDOORS INC. (Nasdaq: JOUT), a leading global innovator of outdoor recreation equipment and technology, will release financial results for the Fiscal 2024 first quarter on Friday, February 2, 2024, before market open that day. The Company will host a conference call and audio webcast shortly afterwards at 11:00 a.m. Eastern Time to discuss the financial results and provide a Company update. A live listen-only webcast of the conference call may be acce ...

财务数据和关键指标变化 - 2023财年公司总销售额下降11%至6.638亿美元,相比上年7.434亿美元 [8] - 净利润下降56%至1950万美元,每股摊薄收益1.90美元 [8] - 营业利润下降82%至1170万美元,销量下降和营业费用增加13%导致盈利能力大幅下降 [9] - 毛利率为36.8%,略有改善,原材料和运费成本下降抵消了存货准备金增加和销量下降带来的不利影响 [17] 各条业务线数据和关键指标变化 - 钓鱼业务是公司的领导者,通过创新保持领先地位,推出了新的Minn Kota QUEST系列无刷电动机和全新外观的Minn Kota系列电动机 [10][11] - 潜水业务实现正增长,得益于全球潜水市场尤其是欧洲市场的持续复苏 [12] - 露营和水上休闲业务大幅下滑,受到疫情期间强劲需求的不利影响,零售商库存居高不下,消费者支出放缓 [12] - 公司决定退出Eureka品牌,集中发展Jetboil品牌,Jetboil过去5年增长强劲 [12] - 水上休闲业务推出Old Town ePedal Plus电动助力脚踏式推进系统,这是一项革命性的新技术 [13] 各个市场数据和关键指标变化 - 公司未具体披露各个地区市场的数据和指标变化 公司战略和发展方向及行业竞争 - 公司将继续投资于关键战略驱动因素,包括深入了解消费者、保持创新领先地位、寻找新的增长机会和优化数字消费者体验 [14] - 面临当前经济环境和市场疲软,公司将努力在充满挑战的市场中脱颖而出,提高盈利能力 [14] - 行业竞争激烈,影响定价,公司将通过创新来帮助品牌增长和成功 [10] 管理层对经营环境和未来前景的评论 - 公司看到疫情期间的高需求已经结束,加上零售商库存高企,导致了2023财年的挑战性业绩 [8][9] - 公司预计未来这些动态将持续,但将通过创新来应对 [10] - 公司对新产品线的推出和未来季节性需求恢复持谨慎乐观态度 [29][34] 问答环节重要的提问和回答 问题1 **Anthony Lebiedzinski 提问** 询问零售商库存积压是否遍及所有业务线 [24] **Helen Johnson-Leipold 回答** 零售商库存积压在户外行业普遍存在,但程度因业务线而有所不同 [25] 问题2 **Anthony Lebiedzinski 提问** 询问本季度销售情况的月度变化趋势,以及下一季度的需求预期 [26] **David Johnson 回答** 本季度销售随着季节下降,下一季度市场仍然充满挑战 [27][28] 问题3 **Anthony Lebiedzinski 提问** 询问新产品线的订单情况 [33] **Helen Johnson-Leipold 回答** 公司已经收到新产品的订单,但需要消化零售商的现有库存 [34]

产品线和品牌 - 公司在2023财年销售了军事和商业帐篷产品线，并计划退出Eureka!品牌[14] - 公司将专注于市场营销和进一步发展Jetboil产品线[14] - 公司的水上娱乐部门设计和销售Old Town品牌的独木舟和皮划艇[19] - 公司的潜水部门销售SCUBAPRO品牌的水下潜水产品[23] - 公司的钓鱼业务主要品牌包括Minn Kota、Humminbird和Cannon[10] - 公司的露营业务主要品牌包括Jetboil和Eureka![13][14] - 公司的水上娱乐业务主要品牌为Old Town，产品主要销售于美国和加拿大[19][20] - 公司的潜水业务主要品牌为SCUBAPRO，产品销售于全球独立专业潜水店[23][24] 供应链和风险管理 - 公司通过采购安全库存、基于预测的供应合同以及及时交付库存等方式来减轻产品供应和供应链风险[44][45] 季节性影响和销售情况 - 公司的产品主要与温暖天气、户外娱乐相关，导致销售和盈利在不同季节有所波动[46] - 公司在2023财年的季度销售和运营利润占全年总额的百分比[47] 法规合规和信息披露 - 公司受到各种环境法律、法规的约束，但认为符合相关法规不会对公司的资本支出、收入或竞争地位产生重大不利影响[47] - 公司提供免费获取年度报告、季度报告、8-K报告等信息的途径[48][49] 业务部门和新产品研发 - 公司有四个可报告的业务部门，详细财务信息可参见财务报表附注13[27][28] - 公司在各业务领域致力于新产品研发，包括钓鱼、潜水、水上娱乐和露营[29] - 公司将研发成本视为费用，除了新电子产品的软件开发和水深数据收集和处理[30] - 过去三个财政年度，公司在研发活动上的支出金额已在财务报表中披露[31]

ENTURES FOR GENERATIONS TO COME OHNSON -2023 INVESTOR PRESENTATION SNAPSHOT 1,500 $66.3 EMPLOYEES 20 FACILITIES WORLDWIDE Johnson Outdoors is a family of core brands preferred by consumers for creating the best possible outdoor experiences. Through innovative, top-quality products, we earn industry awards, customer loyalty, and above all, consumer trust. 80 16 COUNTRIES PRODUCT CATEGORIES $743.4 MILLION NET SALES (FY2022) MILLION OPERATING PROFIT (FY2022) JOUT:NASDAQ | 2 STERD Johnson Outdoors was founded m ...

Johnson Outdoors Inc. (NASDAQ:JOUT) Q3 2023 Earnings Conference Call August 3, 2023 11:00 AM ET Company Participants Pat Penman - Vice President of Marketing Services & Global Communication Helen Johnson-Leipold - Chairman and Chief Executive Officer David Johnson - Vice President and Chief Financial Officer Conference Call Participants Anthony Lebiedzinski - Sidoti Anna Glaessgen - B. Riley Operator Hello, everyone, and welcome to the Johnson Outdoors Third Quarter 2023 Earnings Conference Call. Today's ca ...

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 For the quarterly period ended June 30, 2023 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 number 0-16255 JOHNSON OUTDOORS INC. (Exact name of Registrant as specified in its charter) Wisconsin 39-1536083 (State or other ju ...