FISCAL FIRST QUARTER 2024 RESULTS N O VEM B ER 8, 2023 FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the federal securities laws, which statements involve substantial risks and uncertainties. Forward- looking statements generally relate to future events and include, without limitation, projections, forecasts and estimates about possible or assumed future results of the Company’s business, financial condition, liquidity, results of operations, plans an ...

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: October 1, 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 001-37502 MASTERCRAFT BOAT HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 06-1571747 (State or Other Jurisdic ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year 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 MASTERCRAFT BOAT HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-37502 06-1571747 (State or Other Jurisdiction (Commission (I.R.S. Employer ...

财务数据和关键指标变化 - 全年净销售额为6.62亿美元,同比增长3.2% [12] - 全年毛利率为25.6%,同比下降60个基点 [31] - 全年调整后净收入为9500万美元,同比增长1.8% [33] - 全年调整后每股收益为5.35美元,同比增长6.8% [33] - 全年调整后EBITDA为1.315亿美元,同比增长约1% [34] - 第四季度净销售额为1.666亿美元,同比下降15.5% [35] - 第四季度毛利率为25.8%,同比下降320个基点 [36] - 第四季度调整后净收入为2390万美元,每股1.37美元 [37] 各条业务线数据和关键指标变化 - MasterCraft第四季度净销售额为1.29亿美元,同比下降12%,但与2019年相比增长超过60% [23] - Crest第四季度净销售额为2500万美元,同比下降37%,但与2019年相比增长6% [25] - Aviara第四季度净销售额为1300万美元,同比增长19% [26] 各个市场数据和关键指标变化 - 无具体披露 公司战略和发展方向及行业竞争 - 公司将继续投资于产品线扩展、创新和消费者体验等长期增长举措 [22] - Aviara品牌正在扩大北美和国际市场分销 [27] - 公司有能力通过内部发展新品牌、收购等方式实现增长 [22] 管理层对经营环境和未来前景的评论 - 宏观经济因素如高利率和信贷收紧给零售需求带来重大不确定性 [18] - 预计2024财年行业零售销量可能下降中个位数百分比 [42] - 公司将采取谨慎的生产计划,以平衡经销商库存和零售需求 [19] - 公司有坚实的资产负债表和充足的财务灵活性,能够渡过经济周期 [22][38] 其他重要信息 - 公司在2023财年创下历史最高的现金流,达1.36亿美元 [12][39] - 公司已完成之前5000万美元股票回购计划的96%,并批准新的5000万美元回购计划 [40][41] 问答环节重要的提问和回答 问题1 **Craig Kennison 提问** 公司目前经销商库存超出预期,预计将减少900台左右,主要集中在Crest和MasterCraft品牌 [50][51] **Fred Brightbill 回答** 公司会通过自身的库存管理计划,谨慎地控制生产以缓解经销商的库存压力 [53] 问题2 **Martin Mitela 提问** 信贷标准收紧主要影响消费者,导致一些消费者无法获得融资 [59] **George Steinbarger 回答** 公司会利用各种促销计划和优惠措施,帮助经销商消化库存,同时也会探索帮助消费者获得更优惠贷款的机会 [75][76] 问题3 **Eric Wold 提问** 公司是否会考虑进一步扩大Crest和Aviara品牌的经销商网络 [77][78] **George Steinbarger 回答** Crest品牌去年新增了25家经销商,今年仍有继续扩张的计划;Aviara品牌在国内外市场也有较强的经销商拓展需求 [77][78][79]

FISCAL FOURTH QUARTER & 2023 RESULTS AUGUST 30, 2023 FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the federal securities laws, which statements involve substantial risks and uncertainties. Forwardlooking statements generally relate to future events and include, without limitation, projections, forecasts and estimates about possible or assumed future results of the Company's business, financial condition, liquidity, results of operations, plans and ob ...

MasterCraft Boat Holdings, Inc. (NASDAQ:MCFT) Q3 2023 Earnings Conference Call May 10, 2023 8:30 AM ET Company Participants Tim Oxley - Vice President, Chief Financial Officer, Treasurer and Secretary Fred Brightbill - Chairman and Chief Executive Officer George Steinbarger - Chief Revenue Officer Conference Call Participants Joe Altobello - Raymond James Craig Kennison - Baird Gerrick Johnson - BMO Capital Markets Noah Zatzkin - KeyBanc Capital Markets Operator Good day, and thank you for standing by. Welc ...

{ 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: April 2, 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 001-37502 MASTERCRAFT BOAT HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 06-1571747 (State or Other Jurisdic ...

MasterCraft Boat Holdings, Inc. (NASDAQ:MCFT) Q2 2023 Earnings Conference Call February 8, 2023 8:30 AM ET Company Participants Tim Oxley - Chief Financial Officer Fred Brightbill - Chairman & Chief Executive Officer George Steinbarger - Chief Revenue Officer Conference Call Participants Joe Altobello - Raymond James Craig Kennison - R.W. Baird Drew Crum - Stifel Eric Wold - B. Riley Securities Michael Swartz - Truist Securities Operator Good day and thank you for standing by. Welcome to the Q2 2023 MasterC ...

{ 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: January 1, 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 001-37502 MASTERCRAFT BOAT HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 06-1571747 (State or Other Jurisd ...

MasterCraft Boat Holdings, Inc. (NASDAQ:MCFT) Q1 2023 Results Conference Call November 9, 2022 8:30 AM ET Company Participants Fred Brightbill - CEO & Chairman Tim Oxley - CFO George Steinbarger - Chief Revenue Officer Conference Call Participants Joe Altobello - Raymond James Michael Swartz - Drew Securities Alice Wycklendt - Baird Operator Good day, and thank you for standing by. Welcome to the First Quarter 2023 MasterCraft Boat Holdings, Inc. Earnings Conference Call. [Operator Instructions] Please be a ...