<p>在與 Coach 母公司 <strong>Tapestry</strong> 的合併被阻止後，<strong>Capri Holdings</strong>（CPRI -8.66%）在其首次財報中給投資者帶來了更令人失望的消息，因為其在 2023 財年第二季度的財報未能達到預期。</p>
<p>截至東部時間下午 2:39，該股因這一消息下跌了 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>圖片來源：Getty Images。</p>
<h2>Capri 業績不佳</h2>
<p>這家擁有 Michael Kors、Jimmy Choo 和 Versace 品牌的母公司表示，該季度收入下降了 16.4%，降至 10.8 億美元，未能達到預期的 11.8 億美元。公司將收入下降歸因於全球對時尚奢侈品需求疲軟。零售銷售下降了高個位數，而批發收入則下降了雙位數。</p>
<p>管理層指出，公司在其數據庫中新增了 1090 萬名客户，同比增長了 13%。</p>
<p>該季度毛利率保持穩定，從 64.4% 降至 64.3%，有利的渠道組合被更多的折扣所抵消。調整後的營業收入從 1.57 億美元暴跌至 3200 萬美元，調整後的營業利潤率為 3%。</p>
<p>在底線方面，調整後的每股收益從 1.13 美元降至 0.65 美元，未能達到市場共識的 0.75 美元。</p>
<p>在談到與 Tapestry 合併被阻止的最新情況時，首席執行官 John Idol 表示：“我們對這一決定感到失望，並且根據合併協議的義務，Tapestry 和 Capri 已共同提交了上訴通知。”</p>
<h2>Capri 的下一步是什麼？</h2>
<p>管理層表示，由於與 Tapestry 的合併上訴尚未解決，將不會提供或召開電話會議。</p>
<p>該合併被阻止是因為地區法院同意聯邦貿易委員會的觀點，即該交易將顯著減少手袋行業的競爭。當這一消息傳出時，Capri 的股票暴跌。</p>
<p>如果上訴失敗，該股可能會進一步下跌，特別是考慮到當前業務的軌跡。</p>

CPRI

<p>Capri Holdings 的股票在未能達到 2023 財年第二季度盈利預期後下跌了 10.4%，報告的收入下降了 16.4%，降至 10.8 億美元，這歸因於全球對奢侈品需求疲軟。調整後的每股收益從 1.13 美元降至 0.65 美元，未能達到市場共識預期。首席執行官 John Idol 對與 Tapestry 的合併被阻止表示失望，該合併目前正在上訴中。管理層由於待決的上訴未召開電話會議，如果上訴不成功，考慮到當前的業務軌跡，預計股票將進一步下跌</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>在與 Coach 母公司 <strong>Tapestry</strong> 的合併被阻止後，<strong>Capri Holdings</strong>（CPRI -8.66%）在其首次財報中給投資者帶來了更令人失望的消息，因為其在 2023 財年第二季度的財報未能達到預期。</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>截至東部時間下午 2:39，該股因這一消息下跌了 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>圖片來源：Getty Images。</p>
</div><h2>Capri comes up short</h2>
<div class="lb-trans"><h2>Capri 業績不佳</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>這家擁有 Michael Kors、Jimmy Choo 和 Versace 品牌的母公司表示，該季度收入下降了 16.4%，降至 10.8 億美元，未能達到預期的 11.8 億美元。公司將收入下降歸因於全球對時尚奢侈品需求疲軟。零售銷售下降了高個位數，而批發收入則下降了雙位數。</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>管理層指出，公司在其數據庫中新增了 1090 萬名客户，同比增長了 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>該季度毛利率保持穩定，從 64.4% 降至 64.3%，有利的渠道組合被更多的折扣所抵消。調整後的營業收入從 1.57 億美元暴跌至 3200 萬美元，調整後的營業利潤率為 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>在底線方面，調整後的每股收益從 1.13 美元降至 0.65 美元，未能達到市場共識的 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>在談到與 Tapestry 合併被阻止的最新情況時，首席執行官 John Idol 表示：“我們對這一決定感到失望，並且根據合併協議的義務，Tapestry 和 Capri 已共同提交了上訴通知。”</p>
</div><h2>What's next for Capri?</h2>
<div class="lb-trans"><h2>Capri 的下一步是什麼？</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>管理層表示，由於與 Tapestry 的合併上訴尚未解決，將不會提供或召開電話會議。</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>該合併被阻止是因為地區法院同意聯邦貿易委員會的觀點，即該交易將顯著減少手袋行業的競爭。當這一消息傳出時，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>如果上訴失敗，該股可能會進一步下跌，特別是考慮到當前業務的軌跡。</p>
</div>

為什麼 Capri Holdings 的股票今天下跌