Xesai/E+ via Getty Images There's been little to celebrate at Unifi (NYSE:UFI) since my last update on this U.S.-based polyester yarn company. Retail spending has remained lackluster and while retailers are done with their large inventory restructurings, they've been cautious as a group when it comes to restocking/reordering. Couple that with ongoing volume growth from Asian producers, and it's a tough set up for Unifi that has led to ongoing weakness in revenue and margins. Unifi's shares have dropped anot ...

财务数据和关键指标变化 - 第三季度合并净销售额为1.49亿美元,较上一季度增长约9% [13][24] - 毛利润和毛利率也呈现出顺序改善 [13][23] - 成本重置措施开始显现成效,预计到2025财年初每季度可减少250万美元的开支 [23] 各条业务线数据和关键指标变化 - 美洲业务净销售额增长13%,主要由于销量季节性上升和市场份额增加 [25] - 巴西业务净销售额和毛利润也呈现顺序增长,主要由于销量季节性上升、市场份额增加和进口竞争压力有所缓解 [26] - 亚洲业务受到农历新年的负面影响,销量和毛利润均有所下降 [27] 各个市场数据和关键指标变化 - 美洲和巴西市场的销量和市场份额均有所增加,主要受益于竞争对手退出市场 [15] - 亚洲市场正在逐步复苏,但受农历新年影响有所下滑 [16] 公司战略和发展方向及行业竞争 - 公司正在实施销售转型计划,包括精简销售流程、改善库存管理和优化资源配置,预计可带来600万美元的年度毛利改善 [14] - 公司在美洲和巴西市场的市场份额有所提升,主要受益于竞争对手退出 [15] - 公司正在积极开发新的业务品类和REPREVE创新,以拓展增长空间 [9] 管理层对经营环境和未来前景的评论 - 管理层认为行业库存去库存已基本完成,预计第四季度和2025财年将出现强劲反弹 [32] - 管理层对公司作为全球品牌和客户首选合作伙伴的地位表示信心,并将继续实施成本节约措施和投资增长机会 [32] REPREVE业务表现 - 第三季度REPREVE销售占比为31%,较上一季度下降6个百分点,主要受农历新年影响 [17] - 但REPREVE销售额实际上环比增加110万美元 [17] - 管理层预计未来REPREVE销售将有所改善,得益于品牌需求和其作为可持续性能纤维市场领导者的地位 [17] 营销和可持续发展 - 公司与Peter Millar和WM在2024年WM凤凰公开赛上进行了成功合作,通过REPREVE品牌服装系列获得了广泛的媒体曝光 [19] - 公司将于本月举办第7届REPREVE可持续发展奖,表彰在回收利用塑料瓶方面做出贡献的行业先锋 [20][21] - 公司发布了最新的可持续发展报告,包括到2030年将相当于15亿件T恤的纺织品和纱线废弃物转化为新产品的目标 [18]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ 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 _____ Commission File Number: 1-10542 UNIFI, INC. (Exact name of registrant as specified in its charter) New York 11-2165495 (State or other jurisdiction o ...

Exhibit 99.1 UNIFI®, Makers of REPREVE®, Announces Third Quarter Fiscal 2024 Results Recently implemented Profitability Improvement Plan enhances financial performance during the third quarter Business remains well positioned for apparel demand recovery GREENSBORO, N.C., May 8, 2024 – Unifi, Inc. (NYSE: UFI) (together with its consolidated subsidiaries, “UNIFI”), makers of REPREVE and one of the world’s leading innovators in recycled and synthetic yarns, today released operating results for the third fiscal ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ 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 Commission File Number: 1-10542 UNIFI, INC. (Exact name of registrant as specified in its charter) New York 11-2165495 (State or other jurisdiction of ( ...

Exhibit 99.2 CONFERENCE CALL PRESENTATION Second Quarter Ended December 31, 2023 (Unaudited Results) 1 ...

Unifi, Inc. (NYSE:UFI) Q2 2024 Earnings Conference Call February 1, 2024 10:30 AM ET Company Participants Albert Carey - Executive Chairman Edmund Ingle - CEO Andrew Eaker - Treasurer Conference Call Participants Anthony Lebiedzinski - Sidoti Operator Good morning, and thank you for attending Unifi's Second Quarter Fiscal 2024 Earnings Conference Call. Today's conference is being recorded and all lines have been placed on mute to prevent any background noise. After the speakers’ remarks, there will be a que ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ 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: 1-10542 UNIFI, INC. (Exact name of registrant as specified in its charter) New York 11-2165495 (State or other jurisdiction of (I. ...

Unifi, Inc. (NYSE:UFI) Q1 2024 Earnings Conference Call November 2, 2023 ET Company Participants Albert Carey - Executive Chairman Edmund Ingle - CEO A.J. Eaker - Treasurer Conference Call Participants Anthony Lebiedzinski - Sidoti A.J. Eaker Good morning, everyone. Thank you for attending Unifi's First Quarter Fiscal 2024 Earnings Conference Call. We do apologize for the technical difficulties and the late start, but we will be quick and I hope to answer your questions as quickly as possible. Today's confe ...

Exhibit 99.2 1 CONFERENCE CALL PRESENTATION First Quarter Ended October 1, 2023 (Unaudited Results) CAUTIONARY STATEMENTS Forward-Looking Statements Certain statements included herein contain "forward-looking statements" within the meaning of federal securities laws about the financial condition and results of operations of the Company that are based on management's beliefs, assumptions, and expectations about our future economic performance, considering the information currently available to management. An ...