文章核心观点 - 公司预计将在第四季度财报中公布营收和利润数据 [1][2] - 公司的营收可能会受益于户外生活方式类别的强劲销售,尤其是狩猎和钓鱼销售以及射击运动配件销售 [3] - 但高成本预计将对公司的利润产生负面影响,同时激烈的市场竞争也可能压缩销售和定价,从而影响收益 [4] 根据相关目录分别进行总结 财务数据 - 第四季度预计每股收益为1美分,去年同期为6美分 [2] - 预计营收为4320万美元,同比增长2.4% [2] 业务表现 - 户外生活方式类别销售强劲,尤其是狩猎、钓鱼和射击运动配件销售 [3] - 新产品的推出也为公司带来了利益 [3] 经营挑战 - 高成本对利润产生负面影响 [4] - 市场竞争激烈,可能压缩销售和定价 [4]

COLUMBIA, Mo., June 4, 2024 /PRNewswire/ -- American Outdoor Brands, Inc. (NASDAQ Global Select: AOUT), an industry leading provider of products and accessories for rugged outdoor enthusiasts, today announced that the company's President and CEO, Brian Murphy, and Chief Financial Officer, Andrew Fulmer, will participate in the Jefferies Consumer Conference on Monday and Tuesday, June 17-18, 2024, in Nantucket, MA.For more information or to schedule one-on-one meetings, please contact your Jefferies represen ...

The Zacks Leisure and Recreation Products industry faces challenges due to high inflation and elevated interest rates. Nevertheless, there is a positive trend in sales of fitness products, driven by growing health and fitness awareness and strong boat sales. Industry participants — which design, market, retail and distribute products for the outdoor and recreation market — are witnessing solid demand. Stocks like Acushnet Holdings Corp. (GOLF) , American Outdoor Brands, Inc. (AOUT) and Lazydays Holdings, In ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis ...

American Outdoor Brands, Inc. (AOUT) reported third-quarter fiscal 2024 results, with the top and the bottom line surpassing the Zacks Consensus Estimate. Both metrics beat estimates for the fourth straight quarter.Following the results, the company’s shares increased 4.8% in the after-hours trading session on Mar 7.  The company believes its brands are well-positioned to benefit from positive, long-term consumer outdoor participation trends. AOUT reaffirms its anticipation that its net sales for fiscal 202 ...

财务数据和关键指标变化 - 第三季度销售收入为5.34亿美元,同比增长5%,超出预期约2.5亿美元[35] - 与2020财年第三季度相比,销售收入增长23.3%,包括收购Grilla Grills的影响[35] - 毛利率为42.7%,去年同期为47.1%,主要受到更高的关税和运费摊销以及更多促销活动的影响[38] - 非GAAP每股收益为0.08美元,去年同期为0.13美元[40] - 调整后EBITDAS为240万美元,去年同期为330万美元[40] 各条业务线数据和关键指标变化 - 户外生活品类销售增长2.8%,主要受到狩猎和钓鱼相关产品的强劲表现带动[14] - 与2020财年第三季度相比,户外生活品类销售增长43.1%[15][36] - 射击运动品类销售增长7.6%,主要受到个人防护类产品库存消化和射击配件销售增长的带动[16][36] - 与2020财年第三季度相比,射击运动品类销售增长近6%[36] 各个市场数据和关键指标变化 - 传统渠道销售增长8.1%,电商渠道销售增长1.6%[37] - 国际销售增长超过72%,主要受到在加拿大市场推广生活方式品牌的成功[17] 公司战略和发展方向及行业竞争 - 公司专注于长期战略,同时成功应对近期环境挑战[12] - 通过"Dock and Unlock"创新流程,不断推出新产品,为品牌拓展新品类和市场[19-21] - 在SHOT Show上展示了多个新品,包括Caldwell、Grilla和Hooyman品牌,引起了极大关注[29] - 新产品的推出有助于公司获得新的零售渠道和增加货架空间[30-31] 管理层对经营环境和未来前景的评论 - 消费者购买需求有所下降,零售商更加谨慎管理库存,但公司创新产品有助于获得市场份额和货架空间[31] - 公司有信心通过持续创新和推出新产品来实现长期增长[48] 问答环节重要的提问和回答 问题1 **Aaron Wright 提问** 询问了零售商库存水平的改善情况以及公司对此的信心[50-54] **Brian Murphy 回答** 零售商库存水平有所下降,公司对未来保持乐观,认为创新产品是关键[53-54] 问题2 **Mike Zabran 提问** 询问了第四季度销售增长放缓的原因,以及未来是否有新的装填机会[61-66] **Brian Murphy 和 Andy Fulmer 回答** 第四季度销售增长放缓主要是季节性因素,公司未来有新产品推出和新客户带来的装填机会[62-67] 问题3 **Mike Zabran 提问** 询问了公司在并购方面的策略和计划[68-69] **Brian Murphy 回答** 公司保持谨慎的并购策略,关注与现有品牌和创新计划相符的目标[68-69]

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 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2024 Commission File No. 001-39366 American Outdoor Brands, Inc. (Exact name of registrant as specified in its charter) Delaware 84-4630928 (State or other jurisdiction of incorporation or organization) (I. ...

净销售额 - 第三季度净销售额为5,340万美元，同比增长5.0%[2] - 美国户外品牌公司2024年第一季度净销售额为5,342.5万美元，同比增长4.9%[17] 毛利率 - 第三季度毛利率为42.7%，较去年同期的47.1%下降440个基点[3] 净亏损与净收入 - 第三季度GAAP净亏损为2,900万美元，每股稀释亏损为0.23美元[4] - 第三季度非GAAP净收入为1,000万美元，每股稀释收入为0.08美元[5] EBITDAS - 第三季度非GAAP调整后的EBITDAS为2,400万美元，占净销售的4.4%[7] 新产品推出 - 公司在第三季度推出了多个战略重要的新产品，扩大了品牌增长空间[8] - 第三季度内部开发的新产品占净销售额的22%[8] 未来展望 - 公司预计2024财年净销售额可能比2023财年增长多达3.5%[8] 营业利润 - 公司2024年第一季度营业利润为-2,883万美元，较去年同期有所改善[17] 现金流量 - 美国户外品牌公司2024年前九个月的现金流量情况表明，经营活动提供的净现金为9,823万美元，投资活动使用的净现金为5,320万美元，融资活动使用的净现金为10,563万美元[18]

休闲和娱乐产品行业 - 休闲和娱乐产品行业面临高通胀和全球经济担忧的挑战[1] - 销售健身产品呈现积极趋势，受到健康和健身意识增强以及船只销售的推动[1] - 行业参与者目前面临强劲需求，设计、营销、零售和分销户外和娱乐市场的产品[1] 全球经济和市场趋势 - 行业主要受益于整体经济增长，推动消费者对产品的需求[2] - 全球经济放缓和高通胀引发担忧，1月通胀率超出经济学家预期[3] 船只销售和高尔夫业务 - 新船只销售预计将因利率上升而下降，但2024年预计维持与2023年相当的销售量[5] - 高尔夫业务蓬勃发展，受益于年轻人参与度增加和技术的推动[6] 行业排名和公司关注 - 行业排名显示前景不佳，目前排名第198位[9] - 行业整体表现不及标普500指数，但在同行业中表现较好[12] - 三家值得关注的休闲和娱乐产品公司包括Acushnet Holdings、Academy Sports and Outdoors和American Outdoor Brands[13][14][15]

webphotographeer/iStock via Getty Images I last wrote on (NASDAQ:AOUT) in July, and I felt that there was no reason to buy it. Its stock price has fallen around 4.5% since then, underperforming compared to the market standards. However, I think the current picture of AOUT looks good, and it can be rewarding in the coming times. It provides a good risk-to-reward setup, and its valuation looks cheap. Hence, I am upgrading my rating to buy. Financial Analysis It recently announced its Q2 FY24 results. The ...