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2022-02-11
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Canada Goose Plunged-- Is the Market Overreacting?<blockquote>加拿大鹅暴跌——市场反应过度了吗?</blockquote>
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The big news was the company's premarket earnings release. It was a mix of positives and negatives, even though investors were clearly left with a downbeat view of the future. Before you make a final call here, there are some things to understand about the company and its results.</p><p><blockquote>本公司之股份<b>加拿大鹅</b>(纽约证券交易所股票代码:GOOS)是一家冬季夹克制造商和零售商,2月10日开局不佳,在交易的头几分钟内就损失了21%的价值。重大新闻是该公司的盘前财报发布。尽管投资者显然对未来持悲观态度,但这是积极和消极的混合体。在您在这里进行最终看涨期权之前,需要了解有关该公司及其业绩的一些事情。</blockquote></p><p><b>A one-trick pony</b></p><p><blockquote><b>只会一招的小马</b></blockquote></p><p>Like many hot retail companies Canada Goose rose to fame because of a single product. In this case it was its winter parkas. Since most people only buy winter coats when it is cold, the company has a highly seasonal business. The recently ended fiscal third quarter is the biggest selling period of the year for the company. It didn't actually have a bad quarter.</p><p><blockquote>与许多热门零售公司一样,加拿大鹅因单一产品而声名鹊起。在这种情况下,这是它的冬季派克大衣。由于大多数人只在寒冷的时候购买冬季外套,该公司的业务季节性很强。最近结束的第三财季是该公司一年中最大的销售期。它实际上有一个糟糕的季度。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4061170afa7ec9e938d148c9db34225\" tg-width=\"700\" tg-height=\"520\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p>The top line increased to 586 million Canadian dollars in the fiscal third quarter of 2021 from CA$474 million in the same period of fiscal 2020. Although an extra week added roughly CA$41 million to the most recent figure, the retailer still managed to grow its business nicely in the quarter. On the bottom line, adjusted earnings per share came in at CA$1.42 per share, up from CA$1.01 in the prior year. If you step back, that's kind of hard to complain about. Unless of course Wall Street analysts had been predicting even better results, which they were. When a company misses on the top and bottom lines investors often sell first and ask questions later, which isexactly what happened today. Exacerbating the negative mood, the company also lowered its full-year fiscal 2021 guidance (more on this below).</p><p><blockquote>营收从2020财年同期的4.74亿加元增至2021财年第三季度的5.86亿加元。尽管额外的一周使最新数字增加了约4100万加元,但该零售商仍然设法在本季度实现了良好的业务增长。从利润来看,调整后每股收益为每股1.42加元,高于上一年的1.01加元。如果你退后一步,那就很难抱怨了。当然,除非华尔街分析师一直预测会有更好的结果,事实也的确如此。当一家公司未能实现营收和利润时,投资者通常会先卖出,然后再提出问题,这正是今天发生的情况。加剧负面情绪的是,该公司还下调了2021财年全年指引(更多信息见下文)。</blockquote></p><p>But there was an important number in the report that probably deserves more attention. Canada Goose's non-parka sales increased by nearly 75%. The company didn't break out how much that was in dollars and cents, as it was probably pretty small relative to its parka sales. But it means that consumers are starting to view the company as more than just a jacket brand. Basically, Canada Goose is trying to move past a single product, which sells well for a very short period of time each year, to become more of a lifestyle brand. And it seems to be having some success in the effort. Meanwhile, despite the revenue and earnings miss, the core of the business is still growing, so it's not like Canada Goose has suddenly fallen out of style.</p><p><blockquote>但是报告中有一个重要的数字可能值得更多的关注。加拿大鹅非派克大衣销售额增长近75%。该公司没有透露具体金额,因为相对于其派克大衣销售额来说,这可能相当小。但这意味着消费者开始将该公司视为不仅仅是一个夹克品牌。基本上,加拿大鹅正试图超越每年在很短时间内畅销的单一产品,成为一个更多的生活方式品牌。这一努力似乎取得了一些成功。与此同时,尽管收入和盈利均未达到预期,但核心业务仍在增长,因此加拿大鹅并没有突然过时。</blockquote></p><p><b>The long-term view</b></p><p><blockquote><b>长远观点</b></blockquote></p><p>Even the reduced guidance is hard to get too upset about, given that it was tied to the pandemic and related restrictions in Asia and Europe. That isn't something that Canada Goose can control, basically impacts the entire retail sector, and is, hopefully, going to be a transitory issue over the long term. In other words, investors seem to be focusing on the short term here, thinking in months and quarters when management is thinking in years as it looks to expand beyond its current parka niche. If it can do that, with the near 75% increase in non-parka sales suggesting it is seeing early success, Canada Goose could have a long runway for growth ahead of it.</p><p><blockquote>考虑到这与疫情以及亚洲和欧洲的相关限制有关,即使是下调的指导也很难让人感到太不安。这不是加拿大鹅可以控制的事情,基本上会影响整个零售业,并且希望从长远来看这将是一个暂时的问题。换句话说,投资者似乎关注的是短期,考虑的是几个月和几个季度,而管理层则考虑的是几年,因为它希望扩展到目前的派克大衣利基市场之外。如果加拿大鹅能够做到这一点,非派克大衣销售额增长近75%表明它正在取得早期成功,那么加拿大鹅可能还有很长的增长之路。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Canada Goose Plunged-- Is the Market Overreacting?<blockquote>加拿大鹅暴跌——市场反应过度了吗?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCanada Goose Plunged-- Is the Market Overreacting?<blockquote>加拿大鹅暴跌——市场反应过度了吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-02-11 10:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>What happened</b></p><p><blockquote><html><head></head><body><b>发生了什么</b></body></html></blockquote></p><p>Shares of <b>Canada Goose</b>(NYSE:GOOS), a maker and retailer of winter jackets, got off to a lousy start on Feb. 10, losing as much as 21% of their value in the first few minutes of trading. The big news was the company's premarket earnings release. It was a mix of positives and negatives, even though investors were clearly left with a downbeat view of the future. Before you make a final call here, there are some things to understand about the company and its results.</p><p><blockquote>本公司之股份<b>加拿大鹅</b>(纽约证券交易所股票代码:GOOS)是一家冬季夹克制造商和零售商,2月10日开局不佳,在交易的头几分钟内就损失了21%的价值。重大新闻是该公司的盘前财报发布。尽管投资者显然对未来持悲观态度,但这是积极和消极的混合体。在您在这里进行最终看涨期权之前,需要了解有关该公司及其业绩的一些事情。</blockquote></p><p><b>A one-trick pony</b></p><p><blockquote><b>只会一招的小马</b></blockquote></p><p>Like many hot retail companies Canada Goose rose to fame because of a single product. In this case it was its winter parkas. Since most people only buy winter coats when it is cold, the company has a highly seasonal business. The recently ended fiscal third quarter is the biggest selling period of the year for the company. It didn't actually have a bad quarter.</p><p><blockquote>与许多热门零售公司一样,加拿大鹅因单一产品而声名鹊起。在这种情况下,这是它的冬季派克大衣。由于大多数人只在寒冷的时候购买冬季外套,该公司的业务季节性很强。最近结束的第三财季是该公司一年中最大的销售期。它实际上有一个糟糕的季度。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4061170afa7ec9e938d148c9db34225\" tg-width=\"700\" tg-height=\"520\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p>The top line increased to 586 million Canadian dollars in the fiscal third quarter of 2021 from CA$474 million in the same period of fiscal 2020. Although an extra week added roughly CA$41 million to the most recent figure, the retailer still managed to grow its business nicely in the quarter. On the bottom line, adjusted earnings per share came in at CA$1.42 per share, up from CA$1.01 in the prior year. If you step back, that's kind of hard to complain about. Unless of course Wall Street analysts had been predicting even better results, which they were. When a company misses on the top and bottom lines investors often sell first and ask questions later, which isexactly what happened today. Exacerbating the negative mood, the company also lowered its full-year fiscal 2021 guidance (more on this below).</p><p><blockquote>营收从2020财年同期的4.74亿加元增至2021财年第三季度的5.86亿加元。尽管额外的一周使最新数字增加了约4100万加元,但该零售商仍然设法在本季度实现了良好的业务增长。从利润来看,调整后每股收益为每股1.42加元,高于上一年的1.01加元。如果你退后一步,那就很难抱怨了。当然,除非华尔街分析师一直预测会有更好的结果,事实也的确如此。当一家公司未能实现营收和利润时,投资者通常会先卖出,然后再提出问题,这正是今天发生的情况。加剧负面情绪的是,该公司还下调了2021财年全年指引(更多信息见下文)。</blockquote></p><p>But there was an important number in the report that probably deserves more attention. Canada Goose's non-parka sales increased by nearly 75%. The company didn't break out how much that was in dollars and cents, as it was probably pretty small relative to its parka sales. But it means that consumers are starting to view the company as more than just a jacket brand. Basically, Canada Goose is trying to move past a single product, which sells well for a very short period of time each year, to become more of a lifestyle brand. And it seems to be having some success in the effort. Meanwhile, despite the revenue and earnings miss, the core of the business is still growing, so it's not like Canada Goose has suddenly fallen out of style.</p><p><blockquote>但是报告中有一个重要的数字可能值得更多的关注。加拿大鹅非派克大衣销售额增长近75%。该公司没有透露具体金额,因为相对于其派克大衣销售额来说,这可能相当小。但这意味着消费者开始将该公司视为不仅仅是一个夹克品牌。基本上,加拿大鹅正试图超越每年在很短时间内畅销的单一产品,成为一个更多的生活方式品牌。这一努力似乎取得了一些成功。与此同时,尽管收入和盈利均未达到预期,但核心业务仍在增长,因此加拿大鹅并没有突然过时。</blockquote></p><p><b>The long-term view</b></p><p><blockquote><b>长远观点</b></blockquote></p><p>Even the reduced guidance is hard to get too upset about, given that it was tied to the pandemic and related restrictions in Asia and Europe. That isn't something that Canada Goose can control, basically impacts the entire retail sector, and is, hopefully, going to be a transitory issue over the long term. In other words, investors seem to be focusing on the short term here, thinking in months and quarters when management is thinking in years as it looks to expand beyond its current parka niche. If it can do that, with the near 75% increase in non-parka sales suggesting it is seeing early success, Canada Goose could have a long runway for growth ahead of it.</p><p><blockquote>考虑到这与疫情以及亚洲和欧洲的相关限制有关,即使是下调的指导也很难让人感到太不安。这不是加拿大鹅可以控制的事情,基本上会影响整个零售业,并且希望从长远来看这将是一个暂时的问题。换句话说,投资者似乎关注的是短期,考虑的是几个月和几个季度,而管理层则考虑的是几年,因为它希望扩展到目前的派克大衣利基市场之外。如果加拿大鹅能够做到这一点,非派克大衣销售额增长近75%表明它正在取得早期成功,那么加拿大鹅可能还有很长的增长之路。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2022/02/10/canada-goose-plunged-today-is-the-market-overreact/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOS":"加拿大鹅"},"source_url":"https://www.fool.com/investing/2022/02/10/canada-goose-plunged-today-is-the-market-overreact/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132322740","content_text":"What happenedShares of Canada Goose(NYSE:GOOS), a maker and retailer of winter jackets, got off to a lousy start on Feb. 10, losing as much as 21% of their value in the first few minutes of trading. The big news was the company's premarket earnings release. It was a mix of positives and negatives, even though investors were clearly left with a downbeat view of the future. Before you make a final call here, there are some things to understand about the company and its results.A one-trick ponyLike many hot retail companies Canada Goose rose to fame because of a single product. In this case it was its winter parkas. Since most people only buy winter coats when it is cold, the company has a highly seasonal business. The recently ended fiscal third quarter is the biggest selling period of the year for the company. It didn't actually have a bad quarter.IMAGE SOURCE: GETTY IMAGES.The top line increased to 586 million Canadian dollars in the fiscal third quarter of 2021 from CA$474 million in the same period of fiscal 2020. Although an extra week added roughly CA$41 million to the most recent figure, the retailer still managed to grow its business nicely in the quarter. On the bottom line, adjusted earnings per share came in at CA$1.42 per share, up from CA$1.01 in the prior year. If you step back, that's kind of hard to complain about. Unless of course Wall Street analysts had been predicting even better results, which they were. When a company misses on the top and bottom lines investors often sell first and ask questions later, which isexactly what happened today. Exacerbating the negative mood, the company also lowered its full-year fiscal 2021 guidance (more on this below).But there was an important number in the report that probably deserves more attention. Canada Goose's non-parka sales increased by nearly 75%. The company didn't break out how much that was in dollars and cents, as it was probably pretty small relative to its parka sales. But it means that consumers are starting to view the company as more than just a jacket brand. Basically, Canada Goose is trying to move past a single product, which sells well for a very short period of time each year, to become more of a lifestyle brand. And it seems to be having some success in the effort. Meanwhile, despite the revenue and earnings miss, the core of the business is still growing, so it's not like Canada Goose has suddenly fallen out of style.The long-term viewEven the reduced guidance is hard to get too upset about, given that it was tied to the pandemic and related restrictions in Asia and Europe. That isn't something that Canada Goose can control, basically impacts the entire retail sector, and is, hopefully, going to be a transitory issue over the long term. In other words, investors seem to be focusing on the short term here, thinking in months and quarters when management is thinking in years as it looks to expand beyond its current parka niche. If it can do that, with the near 75% increase in non-parka sales suggesting it is seeing early success, Canada Goose could have a long runway for growth ahead of it.","news_type":1,"symbols_score_info":{"GOOS":0.9}},"isVote":1,"tweetType":1,"viewCount":588,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/631124592"}
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