Workflow
美国生牌(LCUT)
icon
搜索文档
Should Value Investors Buy Lifetime Brands (LCUT) Stock?
Zacks Investment Research· 2024-05-14 22:46
One stock to keep an eye on is Lifetime Brands (LCUT) . LCUT is currently sporting a Zacks Rank of #2 (Buy) and an A for Value. Value investors also frequently use the P/S ratio. This metric is found by dividing a stock's price with the company's revenue. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. LCUT has a P/S ratio of 0.34. This compares to its industry's average P/S of 0.86. Finally, our model also u ...
Lifetime Brands(LCUT) - 2024 Q1 - Earnings Call Transcript
2024-05-11 03:11
财务数据和关键指标变化 - 公司本季度净销售额为1.422亿美元,同比下降2.2%,主要受到经济环境压力和部分零售商库存调整的影响 [11][40] - 毛利率达到40.5%,超出预期,高于去年同期,主要得益于产品组合改善、新产品推出以及供应链稳定 [13][43] - 经营利润为180万美元,去年同期为亏损180万美元,调整后经营利润为570万美元,去年同期为340万美元 [38][39] - 调整后EBITDA为5950万美元,过去12个月增加222万美元 [39] 各条业务线数据和关键指标变化 - 美国业务销售额下降2.3%至1.305亿美元,主要受到某些零售商库存下降的影响 [40] - 国际业务销售额下降1.6%至1170万美元,主要受英国持续经济衰退和某大客户临时停止采购的影响 [41][42] - 美国业务毛利率提升至40.8%,主要受益于运输成本下降和产品组合改善 [43] - 国际业务毛利率下降至35.9%,主要由于去年同期汇率套期保值收益的影响 [43] 各个市场数据和关键指标变化 - 英国市场需求持续疲软,第一季度订单量大幅下降,但预计未来几个月将恢复正常水平 [17][20] - 亚太市场销售持续增长,受益于新的销售策略,特别是澳新市场 [19] - 欧洲其他市场在第一季度初表现良好,但3月份受到整体零售销售下滑和某大客户停止采购的影响 [20] 公司战略和发展方向及行业竞争 - 公司继续投资于国际业务的增长,并采取调整销售渠道和产品组合的策略以应对不同市场环境 [17][18][19][20] - 公司在食品服务业务和电商渠道保持良好增长势头,并计划推出新的国际品牌合作 [22][23][27] - 公司持续加强供应链多元化,将在未来3年内将25%的采购转移出中国 [30] - 公司积极寻求战略性收购机会,看好当前市场环境下的估值水平 [71][73][74] 管理层对经营环境和未来前景的评论 - 管理层对公司在当前经济环境下的表现和应对能力表示信心,并预计在需求回升时将获得进一步增长 [9][10][33] - 管理层认为公司有望通过新产品推出、渠道拓展和运营效率提升来实现全年业绩目标,不过第二季度可能会出现小幅下滑 [33][54] - 管理层表示将继续保持谨慎的收购策略,关注当前市场环境下的估值机会 [71][73][74] 问答环节重要的提问和回答 问题1 **Anthony Lebiedzinski 提问** 询问公司一季度各月销售情况,尤其是国际业务3月份的大幅下滑 [57][58] **Rob Kay 回答** 公司美国业务也在3月份出现一定下滑,但整体呈现前高后低的季节性变化。国际业务方面,英国市场持续疲软,加上某大客户停止采购导致3月份大幅下滑 [58][59] 问题2 **Brian McNamara 提问** 询问公司下半年的销售增长预期和驱动因素 [79][80] **Rob Kay 回答** 公司下半年的增长主要来自新产品推出和市场份额提升,而非依赖于整体市场需求的大幅改善 [80] 问题3 **Linda Weiser 提问** 询问公司在消费疲软的市场是否会调整产品组合和营销策略 [91][92][93][94][95] **Rob Kay 回答** 公司已经在调整销售渠道和产品组合,如加大在大型零售商的销售,以及推广毛利更高的KitchenAid品牌,以应对不同市场环境 [92][93][94][95]
Lifetime Brands(LCUT) - 2024 Q1 - Quarterly Report
2024-05-10 04:23
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Exact name of registrant as specified in its charter) Delaware 11-2682486 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) (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 ...
Lifetime Brands(LCUT) - 2024 Q1 - Quarterly Results
2024-05-09 20:02
Exhibit 99.1 Lifetime Brands, Inc. Reports First Quarter 2024 Financial Results Income and EBITDA Growth Highlight Performance GARDEN CITY, NY, May 9, 2024 – Lifetime Brands, Inc. (NasdaqGS: LCUT), a leading global designer, developer and marketer of a broad range of branded consumer products used in the home, today reported its financial results for the quarter ended March 31, 2024. Rob Kay, Lifetime’s Chief Executive Officer, commented, “We are pleased with our performance in the first quarter as we deliv ...
Lifetime Brands to Report First Quarter 2024 Financial Results on Thursday, May 9, 2024
Newsfilter· 2024-05-02 21:00
GARDEN CITY, N.Y., May 02, 2024 (GLOBE NEWSWIRE) -- Lifetime Brands, Inc. (NASDAQ:LCUT), a leading global designer, developer and marketer of a broad range of branded consumer products used in the home, will release its first quarter financial results at 7:00 a.m. (Eastern Time) on Thursday, May 9, 2024. The Company has scheduled a conference call for 11:00 a.m., at which time Chief Executive Officer Rob Kay and Chief Financial Officer Larry Winoker will discuss the Company's financial results and will be a ...
Lifetime Brands to Report First Quarter 2024 Financial Results on Thursday, May 9, 2024
GlobeNewsWire· 2024-05-02 21:00
GARDEN CITY, N.Y., May 02, 2024 (GLOBE NEWSWIRE) -- Lifetime Brands, Inc. (NasdaqGS: LCUT), a leading global designer, developer and marketer of a broad range of branded consumer products used in the home, will release its first quarter financial results at 7:00 a.m. (Eastern Time) on Thursday, May 9, 2024. The Company has scheduled a conference call for 11:00 a.m., at which time Chief Executive Officer Rob Kay and Chief Financial Officer Larry Winoker will discuss the Company's financial results and will b ...
Lifetime Brands(LCUT) - 2023 Q4 - Earnings Call Transcript
2024-03-13 05:12
Lifetime Brands, Inc. (NASDAQ:LCUT) Q4 2023 Earnings Conference Call March 12, 2024 11:00 AM ET Company Participants T.J. O'Sullivan - IR Robert Kay - CEO Laurence Winoker - CFO Conference Call Participants Anthony Lebiedzinski - Sidoti & Company Brian McNamara - Canaccord Genuity Operator Good morning, ladies and gentlemen, and welcome to the Lifetime Brands' Fourth Quarter and Full Year 2023 Earnings Conference Call. At this time, I would like to inform all participants that their lines will be in a liste ...
Lifetime Brands(LCUT) - 2023 Q4 - Annual Report
2024-03-13 04:31
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 1000 Stewart Avenue, Garden City, New York 11530 (Address of principal executive offices, including Zip Code) (516) 683-6000 (Registrant's telephone number, including area code) For the fiscal year ended: December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 or 15 (d ...
Lifetime Brands(LCUT) - 2023 Q4 - Annual Results
2024-03-12 20:04
Exhibit 99.1 Lifetime Brands, Inc. Reports Fourth Quarter 2023 Financial Results Declares Regular Quarterly Dividend GARDEN CITY, NY, March 12, 2024 – Lifetime Brands, Inc. (NasdaqGS: LCUT), a leading global designer, developer and marketer of a broad range of branded consumer products used in the home, today reported its financial results for the quarter and full year ended December 31, 2023. Rob Kay, Lifetime's Chief Executive Officer, commented, "We closed out 2023 with another strong quarter, delivering ...
Lifetime Brands(LCUT) - 2023 Q3 - Quarterly Report
2023-11-10 05:20
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) Table of Contents ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: September 30, 2023 (Exact name of registrant as specified in its charter) 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: 0-19254 LIFETIME BRANDS, INC. Delaware 11-2682486 (St ...