2024年6月2日 星期日

Foot Locker 20240530

"Company Outlook
Foot Locker reaffirms its full-year non-GAAP EPS outlook of $1.50 to $1.70.
Positive sales and gross margin trends are expected to continue, 
with an improvement in comparable sales and average unit retail.
The company anticipates a return to growth with Nike (NYSE:NKE) by the fourth quarter.
The Paris Olympics are expected to provide a commercial boost to the company's sales.
Bullish Highlights:
-Basketball footwear sales were strong, driven by Nike and Jordan Brand.
-New Balance and adidas recorded impressive growth in Q1."


感想
正在整理淘汰低效率店面,店數或再縮,
但盈餘有再好轉。
另外nike策略回頭改跟經銷多合作,
或許能助其回溫。
過去有縮股本的紀錄,或許推動EPS成長,
ROE 或有回到15~20%,eps 均4-5元的可能?
forward pe 5-6倍,但不確定在於何時可以實現,要2-3年吧?

拿幾家nike的合作商,來double check豐泰,感覺也是滿有收穫的?
似乎開始有預期差出現了,ㄎ

source: https://companiesmarketcap.com/



source:財報狗


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被動元件被動到不行

不知道為何市場不buy in被動元件量漲價增的題材, 下游訂單都這麼firm了,不是該看明年了嗎? 整體依然在 price當下的低迷, 但被動元件法說會幾場下來, 人都滿多的,是高關注低購買的產業嗎?