核心亮点：- 净利润为10.51亿美元，同比下降27.5%
- 毛利率为45.4%，同比下降4.1个百分点
- 营收为115.89亿美元，同比下降10.4%
收入拆解：- 按产品划分:
- 鞋类营收下滑4%
- 服装营收下滑3%
- 运动装备营收下滑21%
主要由于消费需求疲软及货币贬值影响所致。
- 按地区划分:
- 北美营收下滑6%
- 欧洲/中东/非洲营收下滑11%
- 大中华区营收下滑7%
- 亚太及拉美营收下滑14%
管理层观点展望：管理层表示由于通胀率高企及地缘政治紧张局势,消费者信心和支出意愿均有所下降,导致营收和利润下滑。但公司品牌力和供应链实力有助未来需求复苏,特别是在北美和欧洲市场。同时将继续优化产品组合并加大数字化投入,以保持竞争优势。
运营数据：- 销售及管理费用与去年持平
- 存货较上季度增加7.34亿美元
- 经营活动现金流入3.94亿美元
- 投资活动现金流出1.66亿美元
- 融资活动现金流出16.22亿美元
在当前亏损水平下,公司现金可支撑约36个季度的运营。
运营风险：消费需求疲软、通胀升高、地缘政治动荡、主要出口市场货币贬值
公告原文
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