Johnson Outdoors Inc（NASDAQ：JOUT）报告称，2025财年第一季度销售额同比下降22%，至1.0765亿美元，高于市场预期的1.0473亿美元。 每股亏损1.49美元，未达到分析师预期的每股亏损1.30美元。 钓鱼收入下降了25％，露营和漂流收入下降了12％，潜水销售下降了10％。 Johnson Outdoors董事长兼首席执行官Helen Johnson-Leipold表示：“持续的市场挑战、谨慎的零售和贸易渠道环境以及竞争压力导致第一季度销售和盈利下降。” 该季度营业亏损为2020万美元，而去年同期的营业收入为5万美元。 毛利润暴跌39％，至3218万美元，毛利率收缩820个基点，降至29.9％。利润率下降主要是由于不利的间接费用吸收和不利的产品组合以及增加的促销定价。 营业费用同比下降0.7％，至5240万美元。截至2024年12月27日，公司持有1.016亿美元的现金及等价物。 副总裁兼首席财务官David W. Johnson表示：“尽管我们对运营结果感到失望，这是我们一年中通常最慢的季度，但通过节约成本的措施，我们能够减轻部分利润损失，我们将在本财年扩大这些措施，并继续推进库存管理。” 他补充说：“我们的无债务资产负债表在当今市场中提供了竞争优势，我们对创造长期价值和向股东支付股息充满信心。” 股价变动：JOUT股价周五收盘下跌1.61%，报32.40美元。 图片来自Shutterstock。

以上内容来自Benzinga Earnings专栏，原文如下：

Johnson Outdoors Inc (NASDAQ: JOUT) reported a first-quarter FY25 sales decline of 22% year-on-year to $107.65 million, beating the consensus of $104.73 million.

Loss per share of $1.49 missed the analyst consensus of $1.30 loss.

Fishing revenue decreased 25%, Camping & Watercraft Recreation was down 12% and Diving sales decreased 10%.

“Ongoing market challenges, a cautious retail and trade channel environment, and competitive pressures resulted in lower first quarter sales and profitability,” said Helen Johnson-Leipold, Chairman and Chief Executive Officer.

The operating loss for the quarter was $20.2 million compared to an operating income of $0.05 million last year.

The gross profit plunged 39% to $32.18 million and the gross margin contracted 820 basis points to 29.9%. The margin decline was due primarily to unfavorable overhead absorption and unfavorable product mix, as well as increased promotional pricing.

Operating expenses declined 0.7% Y/Y to $52.4 million. The company held $101.6 million in cash and equivalents as of December 27, 2024.

“Although we were disappointed in our operating results in what is historically our slowest quarter of the year, we were able to mitigate some of the profit losses through our cost savings initiatives, which we’ll expand this fiscal year, and we continued to make progress on managing our inventory levels,” said Vice President and CFO, David W. Johnson.

“Our debt-free balance sheet provides a competitive advantage in today’s marketplace and we remain confident in our ability to create long-term value and pay dividends to shareholders,” Johnson added.

Price Action: JOUT shares closed lower by 1.61% at $32.40 on Friday.

Image via Shutterstock.