<p>Torrid Holdings, Inc. ((CURV)) 举行了第三季度财报电话会议。以下是会议的主要亮点。</p>
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<p>Torrid Holdings, Inc. 最近的财报电话会议呈现出复杂的局面，整体情绪偏向负面。公司面临重大挑战，尤其是在上衣和鞋类产品方面，这导致了收入下降和促销活动增加。尽管面临这些困难，但也有一些亮点，例如子品牌的成功势头、因关闭门店而节省的成本，以及牛仔裤和连衣裙的强劲表现。</p>
<h2>子品牌成功势头</h2>
<p>财报电话会议强调了 Torrid 子品牌的成功，Festi 成为表现突出的品牌。Nightfall 和 Retro 也显示出良好的业绩，而 Belle Isle 被认为更像是上半年的品牌。互动商业模式的引入进一步增强了公司的子品牌战略。</p>
<h2>门店关闭优化</h2>
<p>Torrid 战略性地关闭了门店，为今年节省了超过 1800 万美元的成本。这一举措预计将导致到 2026 年 EBITDA 利润率的大幅提升，改善公司的杠杆状况和财务健康。</p>
<h2>牛仔裤和连衣裙表现</h2>
<p>尽管其他类别面临挑战，牛仔裤和非牛仔连衣裙表现良好。腿型和洗涤处理的创新推动了增长，展示了公司在这些细分市场上把握趋势的能力。</p>
<h2>上衣类商品的商品销售失误</h2>
<p>本季度收入未达预期的一个重要原因是上衣类商品的商品销售失误。对核心面料的缺乏关注导致了促销活动的增加和平均单位零售（AUR）的下降。</p>
<h2>鞋类和夹克类别的挑战</h2>
<p>鞋类和夹克类别也面临困难，导致收入未达预期。关税影响了鞋类销售，而夹克由于其季节性重要性而受到影响。</p>
<h2>客户参与度下降</h2>
<p>公司注意到其最忠实客户的参与度下降，尤其是在上衣部门。这表明客户偏好和参与水平可能发生了变化。</p>
<h2>第四季度中等十几的收入下降指引</h2>
<p>展望未来，Torrid 对第四季度的指引显示收入将下降中等十几个百分点，预计在今年剩余时间内上衣和鞋类产品不会有显著恢复。然而，预计在下一个财政年度上衣类产品会有一些恢复。</p>
<p>总之，Torrid Holdings, Inc. 正在应对一个充满挑战的环境，结果喜忧参半。尽管子品牌和成本优化方面有积极进展，但公司在关键类别面临重大障碍，导致对近期前景持谨慎态度。</p>

CURV

<p>Torrid Holdings, Inc. 报告了第三季度的业绩喜忧参半，面临上衣和鞋类的挑战，导致收入下降。尽管如此，像 Festi 这样的子品牌表现出色，并且由于关闭门店而实现了成本节约。牛仔裤和连衣裙的表现良好，但上衣的商品陈列失误以及鞋子和夹克的挑战影响了业绩。公司预计第四季度收入将下降中个位数，并预计下个财年会有一定的恢复</p>

<p>Torrid Holdings, Inc. ((CURV)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Torrid Holdings, Inc. ((CURV)) 举行了第三季度财报电话会议。以下是会议的主要亮点。</p>
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</div><p>The recent earnings call for Torrid Holdings, Inc. painted a mixed picture, with the overall sentiment leaning towards the negative. The company is grappling with significant challenges, particularly in the tops and shoe categories, which have led to revenue declines and increased promotional activities. Despite these hurdles, there are bright spots, such as the successful momentum of sub-brands, cost savings from store closures, and strong performances in denim and dresses.</p>
<div class="lb-trans"><p>Torrid Holdings, Inc. 最近的财报电话会议呈现出复杂的局面，整体情绪偏向负面。公司面临重大挑战，尤其是在上衣和鞋类产品方面，这导致了收入下降和促销活动增加。尽管面临这些困难，但也有一些亮点，例如子品牌的成功势头、因关闭门店而节省的成本，以及牛仔裤和连衣裙的强劲表现。</p>
</div><h2>Successful Sub-Brand Momentum</h2>
<div class="lb-trans"><h2>子品牌成功势头</h2>
</div><p>The earnings call highlighted the success of Torrid’s sub-brands, with Festi emerging as a standout performer. Nightfall and Retro also showed promising results, while Belle Isle was noted as more of a first-half brand. The introduction of an interactive business model has further bolstered the company’s sub-brand strategy.</p>
<div class="lb-trans"><p>财报电话会议强调了 Torrid 子品牌的成功，Festi 成为表现突出的品牌。Nightfall 和 Retro 也显示出良好的业绩，而 Belle Isle 被认为更像是上半年的品牌。互动商业模式的引入进一步增强了公司的子品牌战略。</p>
</div><h2>Store Closure Optimization</h2>
<div class="lb-trans"><h2>门店关闭优化</h2>
</div><p>Torrid has strategically closed stores, resulting in over $18 million in cost reductions for the year. This move is expected to lead to substantial EBITDA margin expansion by 2026, improving the company’s leverage profile and financial health.</p>
<div class="lb-trans"><p>Torrid 战略性地关闭了门店，为今年节省了超过 1800 万美元的成本。这一举措预计将导致到 2026 年 EBITDA 利润率的大幅提升，改善公司的杠杆状况和财务健康。</p>
</div><h2>Denim and Dresses Performance</h2>
<div class="lb-trans"><h2>牛仔裤和连衣裙表现</h2>
</div><p>Despite challenges in other categories, denim and non-denim dresses have performed well. Innovations in leg shape and wash treatment have driven growth, showcasing the company’s ability to capitalize on trends in these segments.</p>
<div class="lb-trans"><p>尽管其他类别面临挑战，牛仔裤和非牛仔连衣裙表现良好。腿型和洗涤处理的创新推动了增长，展示了公司在这些细分市场上把握趋势的能力。</p>
</div><h2>Merchandising Missteps in Tops</h2>
<div class="lb-trans"><h2>上衣类商品的商品销售失误</h2>
</div><p>A significant portion of the revenue miss for the quarter was attributed to merchandising missteps in the tops category. The lack of focus on core fabrications led to increased promotional activities and reduced average unit retail (AUR).</p>
<div class="lb-trans"><p>本季度收入未达预期的一个重要原因是上衣类商品的商品销售失误。对核心面料的缺乏关注导致了促销活动的增加和平均单位零售（AUR）的下降。</p>
</div><h2>Challenges in Shoe and Jacket Categories</h2>
<div class="lb-trans"><h2>鞋类和夹克类别的挑战</h2>
</div><p>The shoe and jacket categories also faced difficulties, contributing to the revenue miss. Tariffs impacted shoe sales, while jackets suffered due to their seasonal importance.</p>
<div class="lb-trans"><p>鞋类和夹克类别也面临困难，导致收入未达预期。关税影响了鞋类销售，而夹克由于其季节性重要性而受到影响。</p>
</div><h2>Reduced Customer Engagement</h2>
<div class="lb-trans"><h2>客户参与度下降</h2>
</div><p>The company noted a reduction in engagement from its most loyal customers, particularly in the tops department. This indicates a potential shift in customer preferences and engagement levels.</p>
<div class="lb-trans"><p>公司注意到其最忠实客户的参与度下降，尤其是在上衣部门。这表明客户偏好和参与水平可能发生了变化。</p>
</div><h2>Mid-Teens Revenue Decline Guidance for Q4</h2>
<div class="lb-trans"><h2>第四季度中等十几的收入下降指引</h2>
</div><p>Looking ahead, Torrid’s guidance for the fourth quarter suggests a mid-teens revenue decline, with no significant recovery expected in the tops or shoes categories for the remainder of the year. However, some recovery in tops is anticipated in the next fiscal year.</p>
<div class="lb-trans"><p>展望未来，Torrid 对第四季度的指引显示收入将下降中等十几个百分点，预计在今年剩余时间内上衣和鞋类产品不会有显著恢复。然而，预计在下一个财政年度上衣类产品会有一些恢复。</p>
</div><p>In summary, Torrid Holdings, Inc. is navigating a challenging landscape with mixed results. While there are positive developments in sub-brands and cost optimization, the company faces significant hurdles in key categories, leading to a cautious outlook for the near future.</p>
<div class="lb-trans"><p>总之，Torrid Holdings, Inc. 正在应对一个充满挑战的环境，结果喜忧参半。尽管子品牌和成本优化方面有积极进展，但公司在关键类别面临重大障碍，导致对近期前景持谨慎态度。</p>
</div>

Torrid Holdings 在挑战中面临着喜忧参半的收益