<p>Kirkland’s 最近的财报电话会议呈现出复杂的局面，既有成功的举措，也面临重大挑战。虽然 Bed Bath &amp; Beyond Home 店的开设和战略扩张计划受到赞扬，但公司也遭遇了龙卷风影响、电子商务销售下滑和关税增加的逆风，导致整体销售和盈利能力下降。</p>
<h2>Bed Bath &amp; Beyond Home 店的成功开设</h2>
<p>位于田纳西州布伦特伍德的首家 Bed Bath &amp; Beyond Home 店是 Kirkland’s 最近表现中的一个亮点。该店超出了销售预期，吸引了大量顾客流量和新客户。令人印象深刻的是，这次改造的资本支出控制在 30,000 美元以下，展示了其成本效益的转型策略。</p>
<h2>战略店铺改造与增长计划</h2>
<p>Kirkland’s 计划在未来 24 个月内将所有 Home 店改造为 Bed Bath &amp; Beyond 门店。这一战略举措旨在利用现有基础设施进行轻资本转型，每次改造预计成本低于 100,000 美元。这种方法旨在促进快速扩张和增长。</p>
<h2>批发扩张计划</h2>
<p>为了促进增长，Kirkland’s 计划扩展到批发市场。这一扩张预计将提高供应链效率并增强单位经济性，为增长提供新的途径。</p>
<h2>龙卷风对配送中心的影响</h2>
<p>由于 5 月底发生的龙卷风，公司的杰克逊（田纳西州）配送中心遭遇了重大干扰。这场自然灾害严重影响了电子商务运营，导致销售出现 750 个基点的负面影响。</p>
<h2>电子商务销售下降</h2>
<p>电子商务销售在可比销售中大幅下降 38.5%，这一情况因龙卷风的干扰而加剧。这一下降对公司维持销售势头构成了重大挑战。</p>
<h2>净销售和盈利能力整体下降</h2>
<p>Kirkland’s 报告本季度净销售额为 7580 万美元，较去年同期的 8630 万美元下降，主要由于可比销售下降 9.7%。毛利率也下降了 410 个基点，降至 16.3%，反映出公司面临的更广泛挑战。</p>
<h2>关税成本增加</h2>
<p>公司一直在应对关税成本的增加，这对毛利率造成了 30 个基点的影响。这些成本预计将在下个季度继续施加压力。</p>
<h2>净亏损增加</h2>
<p>Kirkland’s 报告净亏损为 1940 万美元，较去年同期的 1450 万美元有所上升。调整龙卷风影响后，净亏损为 1780 万美元，突显出近期挑战带来的财务压力。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Kirkland’s 将与 Bed Bath &amp; Beyond 的战略合作伙伴关系作为其增长战略的核心要素。公司计划继续推进店铺改造举措，并旨在减轻关税压力。尽管面临挑战，但布伦特伍德新店的成功开设为未来的表现提供了乐观的前景。</p>
<p>总之，Kirkland’s 的财报电话会议反映出乐观与谨慎的结合。尽管公司在战略举措上取得了进展，但也面临来自自然灾害和关税等外部因素的重大挑战。专注于转型零售业务和扩展新市场仍然是其未来增长战略的核心。</p>

Kirklands家具

<p>Kirkland 最近的财报电话会议显示出混合的结果，成功的举措如 Bed Bath & Beyond Home 商店的推出被龙卷风影响、电子商务销售下降和关税增加等挑战所掩盖。公司报告净亏损 1940 万美元， comparable sales 下降 9.7%，导致总净销售额降至 7580 万美元。尽管面临这些困难，Kirkland 计划将其 Home 商店转型为 Bed Bath & Beyond 专卖店，并扩展到批发市场，旨在实现增长和提高供应链效率</p>

<p>The recent earnings call for Kirkland’s painted a mixed picture, highlighting both successful initiatives and significant challenges. While the launch of the Bed Bath &amp; Beyond Home store and strategic expansion plans were celebrated, the company faced headwinds from tornado impacts, declining e-commerce sales, and increased tariffs, leading to an overall decline in sales and profitability.</p>
<div class="lb-trans"><p>Kirkland’s 最近的财报电话会议呈现出复杂的局面，既有成功的举措，也面临重大挑战。虽然 Bed Bath &amp; Beyond Home 店的开设和战略扩张计划受到赞扬，但公司也遭遇了龙卷风影响、电子商务销售下滑和关税增加的逆风，导致整体销售和盈利能力下降。</p>
</div><h2>Successful Launch of Bed Bath &amp; Beyond Home Store</h2>
<div class="lb-trans"><h2>Bed Bath &amp; Beyond Home 店的成功开设</h2>
</div><p>The first Bed Bath &amp; Beyond Home store in Brentwood, Tennessee, was a bright spot in Kirkland’s recent performance. The store exceeded sales expectations, attracting significant customer traffic and new acquisitions. Impressively, the capital expenditure for this conversion was kept under $30,000, demonstrating a cost-effective transformation strategy.</p>
<div class="lb-trans"><p>位于田纳西州布伦特伍德的首家 Bed Bath &amp; Beyond Home 店是 Kirkland’s 最近表现中的一个亮点。该店超出了销售预期，吸引了大量顾客流量和新客户。令人印象深刻的是，这次改造的资本支出控制在 30,000 美元以下，展示了其成本效益的转型策略。</p>
</div><h2>Strategic Store Conversions and Growth Plans</h2>
<div class="lb-trans"><h2>战略店铺改造与增长计划</h2>
</div><p>Kirkland’s has ambitious plans to convert all its Home stores into Bed Bath &amp; Beyond outlets within the next 24 months. This strategic move aims to leverage existing infrastructure for a capital-light transformation, with each conversion expected to cost less than $100,000. This approach is designed to facilitate rapid scaling and growth.</p>
<div class="lb-trans"><p>Kirkland’s 计划在未来 24 个月内将所有 Home 店改造为 Bed Bath &amp; Beyond 门店。这一战略举措旨在利用现有基础设施进行轻资本转型，每次改造预计成本低于 100,000 美元。这种方法旨在促进快速扩张和增长。</p>
</div><h2>Wholesale Expansion Plans</h2>
<div class="lb-trans"><h2>批发扩张计划</h2>
</div><p>In a bid to bolster growth, Kirkland’s is planning to expand into the wholesale market. This expansion is expected to enhance supply chain efficiency and strengthen unit economics, providing a new avenue for growth.</p>
<div class="lb-trans"><p>为了促进增长，Kirkland’s 计划扩展到批发市场。这一扩张预计将提高供应链效率并增强单位经济性，为增长提供新的途径。</p>
</div><h2>Tornado Impact on Distribution Center</h2>
<div class="lb-trans"><h2>龙卷风对配送中心的影响</h2>
</div><p>The company faced significant disruption due to a tornado that hit its Jackson, Tennessee distribution center in late May. This natural disaster severely affected e-commerce operations, contributing to a 750 basis point negative impact on sales.</p>
<div class="lb-trans"><p>由于 5 月底发生的龙卷风，公司的杰克逊（田纳西州）配送中心遭遇了重大干扰。这场自然灾害严重影响了电子商务运营，导致销售出现 750 个基点的负面影响。</p>
</div><h2>Decline in E-commerce Sales</h2>
<div class="lb-trans"><h2>电子商务销售下降</h2>
</div><p>E-commerce sales saw a steep decline of 38.5% in comparable sales, a situation worsened by the tornado disruption. This decline has been a significant challenge for the company in maintaining its sales momentum.</p>
<div class="lb-trans"><p>电子商务销售在可比销售中大幅下降 38.5%，这一情况因龙卷风的干扰而加剧。这一下降对公司维持销售势头构成了重大挑战。</p>
</div><h2>Overall Decline in Net Sales and Profitability</h2>
<div class="lb-trans"><h2>净销售和盈利能力整体下降</h2>
</div><p>Kirkland’s reported net sales of $75.8 million for the quarter, a drop from $86.3 million the previous year, driven by a 9.7% decline in comparable sales. The gross margin also decreased by 410 basis points to 16.3%, reflecting the broader challenges faced by the company.</p>
<div class="lb-trans"><p>Kirkland’s 报告本季度净销售额为 7580 万美元，较去年同期的 8630 万美元下降，主要由于可比销售下降 9.7%。毛利率也下降了 410 个基点，降至 16.3%，反映出公司面临的更广泛挑战。</p>
</div><h2>Increased Tariff Costs</h2>
<div class="lb-trans"><h2>关税成本增加</h2>
</div><p>The company has been grappling with increased tariff costs, which have impacted gross margins by 30 basis points. These costs are expected to continue exerting pressure in the upcoming quarter.</p>
<div class="lb-trans"><p>公司一直在应对关税成本的增加，这对毛利率造成了 30 个基点的影响。这些成本预计将在下个季度继续施加压力。</p>
</div><h2>Net Loss Increase</h2>
<div class="lb-trans"><h2>净亏损增加</h2>
</div><p>Kirkland’s reported a net loss of $19.4 million, up from $14.5 million the previous year. When adjusted for tornado impacts, the net loss stood at $17.8 million, highlighting the financial strain from recent challenges.</p>
<div class="lb-trans"><p>Kirkland’s 报告净亏损为 1940 万美元，较去年同期的 1450 万美元有所上升。调整龙卷风影响后，净亏损为 1780 万美元，突显出近期挑战带来的财务压力。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Kirkland’s is focused on its strategic partnership with Bed Bath &amp; Beyond as a central element of its growth strategy. The company plans to continue its store conversion initiatives and aims to mitigate tariff pressures. Despite the challenges, the success of the new store launch in Brentwood provides a hopeful outlook for future performance.</p>
<div class="lb-trans"><p>展望未来，Kirkland’s 将与 Bed Bath &amp; Beyond 的战略合作伙伴关系作为其增长战略的核心要素。公司计划继续推进店铺改造举措，并旨在减轻关税压力。尽管面临挑战，但布伦特伍德新店的成功开设为未来的表现提供了乐观的前景。</p>
</div><p>In summary, Kirkland’s earnings call reflected a blend of optimism and caution. While the company is making strides with its strategic initiatives, it faces significant challenges from external factors like natural disasters and tariffs. The focus on transforming its retail presence and expanding into new markets remains central to its future growth strategy.</p>
<div class="lb-trans"><p>总之，Kirkland’s 的财报电话会议反映出乐观与谨慎的结合。尽管公司在战略举措上取得了进展，但也面临来自自然灾害和关税等外部因素的重大挑战。专注于转型零售业务和扩展新市场仍然是其未来增长战略的核心。</p>
</div>

Kirkland's 财报电话会议：面临的挑战与战略举措