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Kingfisher(KGFHY) - 2024 Q2 - Earnings Call Transcript
2024-09-18 02:01
财务数据和关键指标变化 - 总销售额下降1.4%,同店销售下降2.4% [4][8] - 毛利率增加40个基点,得益于有效管理产品成本和零售价格 [9][12] - 经营成本增加0.4%,但剔除一次性因素后增加1.1% [13] - 调整后税前利润下降0.5%至3.34亿英镑 [14] - 自由现金流达4.21亿英镑,得益于存货采购时间安排和税收返还 [14][32][33] 各条业务线数据和关键指标变化 - 核心品类销售下降1.1%,大件商品销售下降7.4% [15][16] - 季节性品类销售下降3.7% [16] - 英国和爱尔兰同店销售下降0.2%,波兰同店销售下降0.2%,法国同店销售下降7.2% [17][19][22] - 英国和爱尔兰毛利率增加50个基点,波兰毛利率增加140个基点,法国毛利率增加20个基点 [18][20][22] 各个市场数据和关键指标变化 - 英国和爱尔兰:B&Q同店销售下降1%,TradePoint同店销售增长7.1%,Screwfix同店销售增长1.2% [17][18] - 法国:Castorama同店销售下降,Brico Depot同店销售下降6.8% [19][20] - 波兰:Castorama同店销售下降0.2%,但市场份额有所提升 [22][23] - 伊比利亚和罗马尼亚同店销售均有所增长 [24][25] 公司战略和发展方向及行业竞争 - 公司将继续专注于可控因素,如增加市场份额、有效管理毛利率和成本 [5][6] - 电商和专业客户业务表现突出,是公司重点发展方向 [6][10][51][52][61][62] - 公司正在法国实施重组计划,包括关闭和改造低效门店,提升盈利能力 [7][67][68][69][70][71] - 公司在法国市场保持理性定价和促销策略,与竞争对手保持相对稳定 [81][82] 管理层对经营环境和未来前景的评论 - 英国和波兰市场有望保持相对韧性,法国市场仍然疲软 [7][38][40][41] - 英国和波兰市场有望在上半年场景范围内表现,法国市场可能处于较低端 [40][41] - 公司对未来12个月内英国和波兰市场保持谨慎乐观,法国市场仍存在不确定性 [38][39][103] 其他重要信息 - 公司将加快完成300英镑的股票回购计划 [37] - 公司维持中期股息不变,并将在未来6个月内完成剩余150英镑的回购 [36][37] - 公司预计全年调整后税前利润将在5.1亿至5.5亿英镑之间,自由现金流将在4.1亿至4.6亿英镑之间 [42] 问答环节重要的提问和回答 问题1 **Ami Galla 提问** 关于公司市场份额和盈利能力的平衡 [80][81][82] **Thierry Garnier 回答** 公司在法国两个业务部门采取不同策略,Castorama侧重市场份额,Brico Depot侧重价值定位 [81][82] 问题2 **Warwick Okines 提问** 关于Brico Depot法国业务的专业客户渗透率目标 [80][83] **Thierry Garnier 回答** 公司对Brico Depot法国专业客户渗透率有很高期望,未来将继续提升,借鉴伊比利亚业务的成功经验 [83] 问题3 **Izabel Dobreva 提问** 关于公司在法国的成本节约空间和销售增长前景 [101][102][103] **Thierry Garnier 回答** 公司在法国仍有进一步提升供应链、门店生产效率等方面的空间,但难以预测何时销售增长会转正 [102][103]
Has Kingfisher (KGFHY) Outpaced Other Retail-Wholesale Stocks This Year?
ZACKS· 2024-09-10 22:46
The Retail-Wholesale group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Kingfisher PLC (KGFHY) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Retail-Wholesale sector should help us answer this question.Kingfisher PLC is a member of our Retail-Wholesale group, which includes 211 different companies and currently sits at #10 in the Zacks Sector Rank. The Zacks Se ...
Fortuna intersects 14.2 g/t Au over 16.8 meters at the Kingfisher prospect, Séguéla Mine, Côte d'Ivoire
GlobeNewswire News Room· 2024-09-10 17:00
VANCOUVER, British Columbia, Sept. 10, 2024 (GLOBE NEWSWIRE) -- Fortuna Mining Corp. (NYSE: FSM | TSX: FVI) is pleased to provide an update on its exploration programs at the Séguéla Mine in Côte d’Ivoire. Séguéla Mine exploration highlights Paul Weedon, Senior Vice President of Exploration at Fortuna, commented, “Kingfisher is rapidly shaping up as a substantial prospect for Séguéla, with a drill defined strike now over 2 kilometers in length and it remains open at depth. Recent drilling highlights include ...
Fortuna intersects 23.7 g/t gold over 17.8 meters from the Kingfisher Prospect at the Séguéla Mine
GlobeNewswire News Room· 2024-06-20 17:00
VANCOUVER, British Columbia, June 20, 2024 (GLOBE NEWSWIRE) -- Fortuna Silver Mines Inc. (NYSE:FSM, TSX:FVI) is pleased to provide an update on its exploration program at the Séguéla Mine in Côte d'Ivoire. Séguéla exploration program highlights: Kingfisher Prospect SGDD133: 23.7 g/t Au over an estimated true width of 17.9 meters from 113 meters SGRC1795: 6.0 g/t Au over an estimated true width of 11.9 meters from 23 meters SGRC1833: 6.4 g/t Au over an estimated true width of 19.6 meters from 119 meters SGRC ...
Kingfisher plc ADR (KGFHY) Q1 Trading Update Transcript
seekingalpha.com· 2024-05-25 01:30
Kingfisher plc ADR (OTCQX:KGFHY) Q1 Trading Update Call May 22, 2024 6:00 AM ET Company Participants Majid Nazir - Investor Relations Anisha Singhal - Deputy Investor Relations Director Conference Call Participants Operator Good, that looks like everyone's here. So thank you for joining us this morning to hear from Kingfisher PLC, who announced their Q1 Trading Update yesterday. And today, we're going to hear from Majid Nazir and Anisha Singhal as they talk us through the presentation. There'll be an opport ...