Spectrum Brands(SPB)
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Spectrum Brands (SPB) Unveils Offering & Share Repurchase Plan
zacks.com· 2024-05-22 01:46
Spectrum Brands Holdings Inc. (SPB) is benefiting from increased pricing, cost improvements and a favorable mix. The company is progressing well with its Global Productivity Improvement Plan, which aims at improving operating efficiency and effectiveness.In the latest developments, the company unveiled that its fully-owned subsidiary, Spectrum Brands, Inc., offered $300 million in total principal amount of its 3.375% exchangeable senior notes due 2029 in a private placement to eligible purchasers under Rule ...
Spectrum Brands(SPB) - 2024 Q1 - Earnings Call Presentation
2024-05-10 03:44
Fiscal 2024 Second Quarter Earnings Call May 9, 2024 2 • Introduction – Joanne Chomiak Senior Vice President, Tax and Treasury Ag ...
Spectrum Brands(SPB) - 2024 Q2 - Earnings Call Transcript
2024-05-10 02:38
财务数据和关键指标变化 - 净销售额下降1.5%,但公司预计全年净销售额将相对持平 [13][31] - 毛利率增加870个基点至38.1%,主要得益于存货成本下降和运营效率提升 [16][35] - 调整后EBITDA增加120%至1.123亿美元,调整后EBITDA率提升至13.3% [16][22][39] - 每股调整后收益增加1.76美元至1.62美元,主要受益于EBITDA增加和股票回购 [39] 各条业务线数据和关键指标变化 宠物业务 - 销售额下降2.3%,主要受到去年精简低毛利SKU的影响 [46][47] - 调整后EBITDA增加34.6%至6230万美元,创历史新高 [52] - 计划增加广告和营销投入以推动未来增长 [53] 家居园艺业务 - 销售额增长4.8%,主要受益于控制类产品的强劲表现 [54][55] - 调整后EBITDA增加840个基点至2920万美元 [60] - 预计下半年销售将恢复增长 [61] 家用电器及个人护理业务 - 销售额下降4%,主要受小型厨房电器销售下滑的影响 [61][62] - 调整后EBITDA由亏损转为盈利1780万美元,毛利率提升 [65] - 个人护理业务实现高单位数增长,抵消了家用电器的下滑 [61][62] 公司战略和发展方向 - 公司正在加大对商业运营、创新和营销能力的投资,以推动长期可持续的收入增长 [10][21][74] - 正在加快分拆家用电器及个人护理业务的进程,计划在夏季提交初步注册文件 [24][27][28] - 已与Stanley Black & Decker续签Black & Decker品牌许可协议,为HPC业务提供长期发展保障 [26] - 公司将继续通过股票回购来提升股东价值,已累计回购29%的股份 [30] 管理层对经营环境和未来前景的评论 - 管理层对宏观经济和消费环境保持谨慎态度,但对公司内部运营改善和发展前景充满信心 [31][32][75] - 预计全年净销售额将相对持平,调整后EBITDA将实现低个位数增长 [31][67] - 下半年各业务线有望实现销售增长,但将增加广告营销投入,导致EBITDA率有所下降 [67][68] - 公司将继续保持成本纪律,同时大幅增加商业运营和创新投入,以推动未来可持续增长 [74]
Spectrum Brands(SPB) - 2024 Q2 - Quarterly Report
2024-05-09 22:04
Table of Contents 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 March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to______ Name of Registrant, State of Incorporation, Commission File No. IRS Employer Identification No. Address of Principal Offices, and Telep ...
Spectrum Brands(SPB) - 2024 Q2 - Quarterly Results
2024-05-09 19:22
Exhibit 99.1 3001 Deming Way Middleton, WI 53562-1431 P.O. Box 620992 Middleton, WI 53562-0992 (608) 275-3340 For Immediate Release Investor/Media Contact: Joanne Chomiak 608-275-4458 Spectrum Brands Holdings Reports Fiscal 2024 Second Quarter Results • Net Sales Decreased 1.5% Driven by Lower Consumer Demand in Home Appliances, Aquatics Particularly in North America and the Impact of SKU Rationalizations, Offset by Strong POS in Controls Due to Favorable Weather Trends • Net Income From Continuing Operatio ...
Spectrum Brands(SPB) - 2024 Q1 - Earnings Call Transcript
2024-02-09 01:45
Spectrum Brands Holdings, Inc. (NYSE:SPB) Q1 2024 Earnings Conference Call February 8, 2024 9:00 AM ET Company Participants Joanne Chomiak - Senior Vice President of Tax and Treasury David Maura - Executive Chairman and Chief Executive Officer Jeremy Smeltser - Executive Vice President and Chief Financial Officer Conference Call Participants Robert Labick - CJS Securities, Inc. Christopher Carey - Wells Fargo Securities, LLC Peter Grom - UBS Brian McNamara - Canaccord Genuity Corp. Ian Zaffino - Oppenheimer ...
Spectrum Brands(SPB) - 2024 Q1 - Quarterly Report
2024-02-08 23:04
Table of Contents 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 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to______ Name of Registrant, State of Incorporation, Commission File No. IRS Employer Identification No. Address of Principal Offices, and Te ...
Spectrum Brands(SPB) - 2023 Q4 - Annual Report
2023-11-22 00:02
Table of Contents 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 September 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 No. Name of Registrant, State of Incorporation, IRS Employer Identification No. Address of Principal Offices, and ...
Spectrum Brands(SPB) - 2023 Q4 - Earnings Call Transcript
2023-11-18 01:49
Spectrum Brands Holdings, Inc. (NYSE:SPB) Q4 2023 Earnings Conference Call November 17, 2023 9:00 AM ET Company Participants Faisal Qadir - Vice President, Strategic Finance and Enterprise Reporting David Maura - Executive Chairman and Chief Executive Officer Jeremy Smeltser - Executive Vice President and Chief Financial Officer Conference Call Participants Nik Modi - RBC Capital Markets Robert Labick - CJS Securities Brian McNamara - Canaccord Genuity Chris Carey - Wells Fargo Securities Peter Grom - UBS I ...
Spectrum Brands(SPB) - 2023 Q4 - Earnings Call Presentation
2023-11-17 22:29
Sp Fiscal 2023 Fourth Quarter and Full Year Earnings Call November 17, 2023 Agenda • Introduction – Faisal Qadir VP, Strategic Finance & Enterprise Reporting • CEO Overview and Outlook – David Maura Chairman and Chief Executive Officer • Financial & Business Review – Jeremy Smeltser Chief Financial Officer • Q&A – David Maura and Jeremy Smeltser 2 Forward-looking Statements 3 We have made or implied certain forward-looking statements in this document. All statements, other than statements of historical fact ...