Johnson Outdoors Inc（NASDAQ：JOUT）報告稱，2025財年第一季度銷售額同比下降22%，至1.0765億美元，高於市場預期的1.0473億美元。 每股虧損1.49美元，未達到分析師預期的每股虧損1.30美元。 釣魚收入下降了25％，露營和漂流收入下降了12％，潛水銷售下降了10％。 Johnson Outdoors董事長兼首席執行官Helen Johnson-Leipold表示：“持續的市場挑戰、謹慎的零售和貿易渠道環境以及競爭壓力導致第一季度銷售和盈利下降。” 該季度營業虧損爲2020萬美元，而去年同期的營業收入爲5萬美元。 毛利潤暴跌39％，至3218萬美元，毛利率收縮820個基點，降至29.9％。利潤率下降主要是由於不利的間接費用吸收和不利的產品組合以及增加的促銷定價。 營業費用同比下降0.7％，至5240萬美元。截至2024年12月27日，公司持有1.016億美元的現金及等價物。 副總裁兼首席財務官David W. Johnson表示：“儘管我們對運營結果感到失望，這是我們一年中通常最慢的季度，但通過節約成本的措施，我們能夠減輕部分利潤損失，我們將在本財年擴大這些措施，並繼續推進庫存管理。” 他補充說：“我們的無債務資產負債表在當今市場中提供了競爭優勢，我們對創造長期價值和向股東支付股息充滿信心。” 股價變動：JOUT股價週五收盤下跌1.61%，報32.40美元。 圖片來自Shutterstock。

以上內容來自Benzinga Earnings專欄，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.