UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________ FORM 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the fiscal year ended June 3, 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: 001-15141 __________________________________________ MillerKnoll, Inc. (Exact name of registrant a ...

财务数据和关键指标变化 - 第四季度调整后每股收益为0.41美元,略高于中值指引 [21] - 第四季度综合毛利率为37%,位于指引高端,同比提高220个基点,环比提高130个基点,主要得益于价格上涨和整合协同效应 [24] - 第四季度综合调整后营业利润率为5.9% [24] - 全年净销售额为41亿美元,调整后每股收益为1.85美元 [31] 各条业务线数据和关键指标变化 美洲合同业务 - 第四季度净销售额为4.74亿美元,同比有机下降11.8% [27] - 第四季度新订单为4.54亿美元,同比有机下降8.2% [27] - 第四季度调整后营业利润率超过10%,同比和环比均有提升 [28] 全球零售业务 - 第四季度净销售额为2.45亿美元,同比有机下降12.1% [29] - 第四季度新订单为2.28亿美元,同比有机下降14.2% [29] 国际合同及专业业务 - 第四季度净销售额为2.37亿美元,同比有机下降12.3% [30] - 第四季度新订单为2.4亿美元,同比有机略有增长 [30] 各个市场数据和关键指标变化 - 北美市场需求疲软,但国际市场如印度、韩国和中东等地需求较强 [30] - 公司正在加快全球经销商网络的整合,已有80多家原有Herman Miller经销商转型为全线MillerKnoll经销商,未来一年还将再增加60家 [30] 公司战略和发展方向及行业竞争 - 公司正在简化零售业务,聚焦DWR、Herman Miller和Knoll等核心品牌 [51][52] - 公司正在加强与经销商的合作,为他们提供更多工具和支持,以提升销售能力 [13] - 公司正在向医疗、教育等抗周期行业拓展,并在这些领域取得良好进展 [16][17] - 公司有信心在未来几年内实现业务增长,并将继续保持谨慎的成本管理和投资策略 [18] 管理层对经营环境和未来前景的评论 - 宏观经济环境仍然充满挑战,客户谨慎消费,但公司看到一些积极信号,如订单趋势改善、项目管线增长等 [10][34] - 公司预计2024财年全年收入略有下降,但下半年业绩将好于上半年 [33][35] - 公司对未来一年持谨慎乐观态度,看好国际市场和办公空间重塑趋势 [48][49] 问答环节重要的提问和回答 问题1 **Greg Burns 提问** 询问2024财年收入和利润的季节性变化 [40] **Jeff Stutz 回答** - 公司看好订单和项目管线的改善趋势,以及国际市场和定价提升带来的利润支撑 [41][43][45] - 公司预计下半年业绩将好于上半年 [46] 问题2 **Budd Bugatch 提问** 询问2024财年订单和期末订单量的预期 [60] **Jeff Stutz 回答** - 公司预计2024财年订单总量将高于2023财年,且期末订单量将有所增加 [61][64] 问题3 **Reuben Garner 提问** 询问2024财年前五周订单和项目管线的具体改善情况 [96][99] **Jeff Stutz 和 John Michael 回答** - 美洲合同业务前五周订单同比增长约5% [96] - 公司项目管线较去年同期有所增长,经销商销售能力也有所提升 [99]

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 4, 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: 001-15141 __________________________________________ MillerKnoll, Inc. (Exact name of reg ...

MillerKnoll, Inc. (NASDAQ:MLKN) Q3 2023 Earnings Conference Call March 22, 2023 5:30 PM ET Company Participants Carola Mengolini - Vice President, Investor Relations Andi Owen - Chief Executive Officer Jeff Stutz - Chief Financial Officer John Michael - President, Americas Contracts Debbie Propst - President, Global Retail Conference Call Participants Greg Burns - Sidoti & Company Reuben Garner - Benchmark Company Budd Bugatch - Water Tower Research Steven Ramsey - Thompson Alex Fuhrman - Craig-Hallum Capit ...

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 3, 2022 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: 001-15141 __________________________________________ MillerKnoll, Inc. (Exact name of ...

MillerKnoll, Inc. (NASDAQ:MLKN) Q2 2023 Earnings Conference Call December 21, 2022 5:30 PM ET Company Participants Kevin Veltman - Senior Vice President Andi Owen - Chief Executive Officer Jeff Stutz - Chief Financial Officer John Michael - President, Americas Contract Debbie Propst - President, Global Retail Conference Call Participants Steven Ramsey - Thompson Research Reuben Garner - Benchmark Greg Burns - Sidoti & Company Rex Henderson - Water Tower Research Operator Good evening, and welcome to MillerK ...

MillerKnoll, Inc. (NASDAQ:MLKN) Q1 2023 Earnings Conference Call September 28, 2022 5:30 PM ET Company Participants Ken Diptee - Vice President of Investor Relations Andrea Owen - President & Chief Executive Officer Jeffrey Stutz - Chief Financial Officer John Michael - President, North Americas Contract Debbie Propst - President, Global Retail Conference Call Participants Budd Bugatch - Water Tower Research Greg Burns - Sidoti & Company Alex Fuhrman - Craig-Hallum Capital Group Operator Ladies and gentleme ...

MillerKnoll, Inc. (NASDAQ:MLKN) Q4 2022 Earnings Conference Call June 29, 2022 5:30 PM ET Company Participants Kevin Veltman - Vice President of Investor Relations & Treasurer Andrea Owen - President & Chief Executive Officer Jeff Stutz - Chief Financial Officer John Michael - President, North Americas Contract Conference Call Participants Steven Ramsey - Thompson Research Group Reuben Garner - Benchmark Company Budd Bugatch - Water Tower Research Alex Fuhrman - Craig-Hallum Greg Burns - Sidoti & Company Op ...

MillerKnoll, Inc. (NASDAQ:MLKN) Q3 2022 Earnings Conference Call March 29, 2022 5:30 PM ET CompanyParticipants Kevin Veltman - Vice President of Investor Relations & Treasurer Andrea Owen - President & Chief Executive Officer Jeffrey Stutz - Chief Financial Officer John Michael - President of North America Contract Conference Call Participants Steven Ramsey - Thompson Research Greg Burns - Sidoti & Company Reuben Garner - Benchmark Alex Fuhrman - Craig-Hallum Capital Rudy Yang - Berenberg Operator Good even ...

MillerKnoll, Inc. (NASDAQ:MLKN) Q2 2022 Earnings Conference Call January 5, 2022 5:30 PM ET Company Participants Antonella Pilo - Vice President of Investor Relations and FP&A Andrea Owen - President and Chief Executive Officer Jeffrey Stutz - Chief Financial Officer John Michael - President of North America Contract Chris Baldwin - Group President MillerKnoll Debbie Propst - President of Retail Kevin Veltman - Vice President of Investor Relations and Treasurer Conference Call Participants Steven Ramsey - T ...