<p>在与 Coach 母公司 <strong>Tapestry</strong> 的合并被阻止后，<strong>Capri Holdings</strong>（CPRI -8.66%）在其首次财报中给投资者带来了更令人失望的消息，因为其在 2023 财年第二季度的财报未能达到预期。</p>
<p>截至东部时间下午 2:39，该股因这一消息下跌了 10.4%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTcyNTUvZGVwYXJ0bWVudC1zdG9yZS1yZXRhaWwuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTcyNTUvZGVwYXJ0bWVudC1zdG9yZS1yZXRhaWwuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>Capri 业绩不佳</h2>
<p>这家拥有 Michael Kors、Jimmy Choo 和 Versace 品牌的母公司表示，该季度收入下降了 16.4%，降至 10.8 亿美元，未能达到预期的 11.8 亿美元。公司将收入下降归因于全球对时尚奢侈品需求疲软。零售销售下降了高个位数，而批发收入则下降了双位数。</p>
<p>管理层指出，公司在其数据库中新增了 1090 万名客户，同比增长了 13%。</p>
<p>该季度毛利率保持稳定，从 64.4% 降至 64.3%，有利的渠道组合被更多的折扣所抵消。调整后的营业收入从 1.57 亿美元暴跌至 3200 万美元，调整后的营业利润率为 3%。</p>
<p>在底线方面，调整后的每股收益从 1.13 美元降至 0.65 美元，未能达到市场共识的 0.75 美元。</p>
<p>在谈到与 Tapestry 合并被阻止的最新情况时，首席执行官 John Idol 表示：“我们对这一决定感到失望，并且根据合并协议的义务，Tapestry 和 Capri 已共同提交了上诉通知。”</p>
<h2>Capri 的下一步是什么？</h2>
<p>管理层表示，由于与 Tapestry 的合并上诉尚未解决，将不会提供或召开电话会议。</p>
<p>该合并被阻止是因为地区法院同意联邦贸易委员会的观点，即该交易将显著减少手袋行业的竞争。当这一消息传出时，Capri 的股票暴跌。</p>
<p>如果上诉失败，该股可能会进一步下跌，特别是考虑到当前业务的轨迹。</p>

CPRI

<p>Capri Holdings 的股票在未能达到 2023 财年第二季度盈利预期后下跌了 10.4%，报告的收入下降了 16.4%，降至 10.8 亿美元，这归因于全球对奢侈品需求疲软。调整后的每股收益从 1.13 美元降至 0.65 美元，未能达到市场共识预期。首席执行官 John Idol 对与 Tapestry 的合并被阻止表示失望，该合并目前正在上诉中。管理层由于待决的上诉未召开电话会议，如果上诉不成功，考虑到当前的业务轨迹，预计股票将进一步下跌</p>

<p>In its first earnings report since its merger with Coach parent <strong>Tapestry</strong> was blocked, <strong>Capri Holdings</strong>(CPRI -8.66%) had more disappointing news for investors after it missed estimates in its fiscal second-quarter earnings report.</p>
<div class="lb-trans"><p>在与 Coach 母公司 <strong>Tapestry</strong> 的合并被阻止后，<strong>Capri Holdings</strong>（CPRI -8.66%）在其首次财报中给投资者带来了更令人失望的消息，因为其在 2023 财年第二季度的财报未能达到预期。</p>
</div><p>As of 2:39 p.m. ET, the stock was down 10.4% on the news.</p>
<div class="lb-trans"><p>截至东部时间下午 2:39，该股因这一消息下跌了 10.4%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTcyNTUvZGVwYXJ0bWVudC1zdG9yZS1yZXRhaWwuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F797255%2Fdepartment-store-retail.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Capri comes up short</h2>
<div class="lb-trans"><h2>Capri 业绩不佳</h2>
</div><p>The parent company of Michael Kors, Jimmy Choo, and Versace said that revenue in the quarter fell 16.4% to $1.08 billion, which missed estimates at $1.18 billion. The company blamed the decline on weak global demand for fashion luxury goods. Retail sales were down by high single digits, while wholesale revenue declined double digits.</p>
<div class="lb-trans"><p>这家拥有 Michael Kors、Jimmy Choo 和 Versace 品牌的母公司表示，该季度收入下降了 16.4%，降至 10.8 亿美元，未能达到预期的 11.8 亿美元。公司将收入下降归因于全球对时尚奢侈品需求疲软。零售销售下降了高个位数，而批发收入则下降了双位数。</p>
</div><p>Management noted that the company added 10.9 million new customers across its databases, representing 13% growth from the year before.</p>
<div class="lb-trans"><p>管理层指出，公司在其数据库中新增了 1090 万名客户，同比增长了 13%。</p>
</div><p>Gross margin held steady in the quarter, going from 64.4% to 64.3% as a favorable channel mix was offset by more markdowns. Adjusted operating income tumbled from $157 million to $32 million, or an adjusted operating margin of 3%.</p>
<div class="lb-trans"><p>该季度毛利率保持稳定，从 64.4% 降至 64.3%，有利的渠道组合被更多的折扣所抵消。调整后的营业收入从 1.57 亿美元暴跌至 3200 万美元，调整后的营业利润率为 3%。</p>
</div><p>On the bottom line, its adjusted earnings per share fell from $1.13 to $0.65, which missed the consensus at $0.75.</p>
<div class="lb-trans"><p>在底线方面，调整后的每股收益从 1.13 美元降至 0.65 美元，未能达到市场共识的 0.75 美元。</p>
</div><p>Commenting on the recent blocking of its merger with Tapestry, CEO John Idol said, &#34;We are disappointed with the decision, and consistent with our obligations under the merger agreement, Tapestry and Capri have jointly filed a notice of appeal.&#34;</p>
<div class="lb-trans"><p>在谈到与 Tapestry 合并被阻止的最新情况时，首席执行官 John Idol 表示：“我们对这一决定感到失望，并且根据合并协议的义务，Tapestry 和 Capri 已共同提交了上诉通知。”</p>
</div><h2>What's next for Capri?</h2>
<div class="lb-trans"><h2>Capri 的下一步是什么？</h2>
</div><p>Management said it would not provide or hold a conference call due to the pending appeal of the merger with Tapestry.</p>
<div class="lb-trans"><p>管理层表示，由于与 Tapestry 的合并上诉尚未解决，将不会提供或召开电话会议。</p>
</div><p>The merger was blocked after a district court agreed with the Federal Trade Commission that the deal would significantly reduce competition in the handbag industry. Capri stock plunged when that news came out.</p>
<div class="lb-trans"><p>该合并被阻止是因为地区法院同意联邦贸易委员会的观点，即该交易将显著减少手袋行业的竞争。当这一消息传出时，Capri 的股票暴跌。</p>
</div><p>If the appeal fails, the stock looks likely to head lower, especially considering the current trajectory of the business.</p>
<div class="lb-trans"><p>如果上诉失败，该股可能会进一步下跌，特别是考虑到当前业务的轨迹。</p>
</div>

为什么 Capri Holdings 的股票今天下跌