<p>Torrid Holdings, Inc. ((CURV)) 舉行了第三季度財報電話會議。以下是會議的主要亮點。</p>
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<p>Torrid Holdings, Inc. 最近的財報電話會議呈現出複雜的局面，整體情緒偏向負面。公司面臨重大挑戰，尤其是在上衣和鞋類產品方面，這導致了收入下降和促銷活動增加。儘管面臨這些困難，但也有一些亮點，例如子品牌的成功勢頭、因關閉門店而節省的成本，以及牛仔褲和連衣裙的強勁表現。</p>
<h2>子品牌成功勢頭</h2>
<p>財報電話會議強調了 Torrid 子品牌的成功，Festi 成為表現突出的品牌。Nightfall 和 Retro 也顯示出良好的業績，而 Belle Isle 被認為更像是上半年的品牌。互動商業模式的引入進一步增強了公司的子品牌戰略。</p>
<h2>門店關閉優化</h2>
<p>Torrid 戰略性地關閉了門店，為今年節省了超過 1800 萬美元的成本。這一舉措預計將導致到 2026 年 EBITDA 利潤率的大幅提升，改善公司的槓桿狀況和財務健康。</p>
<h2>牛仔褲和連衣裙表現</h2>
<p>儘管其他類別面臨挑戰，牛仔褲和非牛仔連衣裙表現良好。腿型和洗滌處理的創新推動了增長，展示了公司在這些細分市場上把握趨勢的能力。</p>
<h2>上衣類商品的商品銷售失誤</h2>
<p>本季度收入未達預期的一個重要原因是上衣類商品的商品銷售失誤。對核心面料的缺乏關注導致了促銷活動的增加和平均單位零售（AUR）的下降。</p>
<h2>鞋類和夾克類別的挑戰</h2>
<p>鞋類和夾克類別也面臨困難，導致收入未達預期。關税影響了鞋類銷售，而夾克由於其季節性重要性而受到影響。</p>
<h2>客户參與度下降</h2>
<p>公司注意到其最忠實客户的參與度下降，尤其是在上衣部門。這表明客户偏好和參與水平可能發生了變化。</p>
<h2>第四季度中等十幾的收入下降指引</h2>
<p>展望未來，Torrid 對第四季度的指引顯示收入將下降中等十幾個百分點，預計在今年剩餘時間內上衣和鞋類產品不會有顯著恢復。然而，預計在下一個財政年度上衣類產品會有一些恢復。</p>
<p>總之，Torrid Holdings, Inc. 正在應對一個充滿挑戰的環境，結果喜憂參半。儘管子品牌和成本優化方面有積極進展，但公司在關鍵類別面臨重大障礙，導致對近期前景持謹慎態度。</p>

CURV

<p>Torrid Holdings, Inc. 報告了第三季度的業績喜憂參半，面臨上衣和鞋類的挑戰，導致收入下降。儘管如此，像 Festi 這樣的子品牌表現出色，並且由於關閉門店而實現了成本節約。牛仔褲和連衣裙的表現良好，但上衣的商品陳列失誤以及鞋子和夾克的挑戰影響了業績。公司預計第四季度收入將下降中個位數，並預計下個財年會有一定的恢復</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)) 舉行了第三季度財報電話會議。以下是會議的主要亮點。</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. 最近的財報電話會議呈現出複雜的局面，整體情緒偏向負面。公司面臨重大挑戰，尤其是在上衣和鞋類產品方面，這導致了收入下降和促銷活動增加。儘管面臨這些困難，但也有一些亮點，例如子品牌的成功勢頭、因關閉門店而節省的成本，以及牛仔褲和連衣裙的強勁表現。</p>
</div><h2>Successful Sub-Brand Momentum</h2>
<div class="lb-trans"><h2>子品牌成功勢頭</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>財報電話會議強調了 Torrid 子品牌的成功，Festi 成為表現突出的品牌。Nightfall 和 Retro 也顯示出良好的業績，而 Belle Isle 被認為更像是上半年的品牌。互動商業模式的引入進一步增強了公司的子品牌戰略。</p>
</div><h2>Store Closure Optimization</h2>
<div class="lb-trans"><h2>門店關閉優化</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 戰略性地關閉了門店，為今年節省了超過 1800 萬美元的成本。這一舉措預計將導致到 2026 年 EBITDA 利潤率的大幅提升，改善公司的槓桿狀況和財務健康。</p>
</div><h2>Denim and Dresses Performance</h2>
<div class="lb-trans"><h2>牛仔褲和連衣裙表現</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>儘管其他類別面臨挑戰，牛仔褲和非牛仔連衣裙表現良好。腿型和洗滌處理的創新推動了增長，展示了公司在這些細分市場上把握趨勢的能力。</p>
</div><h2>Merchandising Missteps in Tops</h2>
<div class="lb-trans"><h2>上衣類商品的商品銷售失誤</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>本季度收入未達預期的一個重要原因是上衣類商品的商品銷售失誤。對核心面料的缺乏關注導致了促銷活動的增加和平均單位零售（AUR）的下降。</p>
</div><h2>Challenges in Shoe and Jacket Categories</h2>
<div class="lb-trans"><h2>鞋類和夾克類別的挑戰</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>鞋類和夾克類別也面臨困難，導致收入未達預期。關税影響了鞋類銷售，而夾克由於其季節性重要性而受到影響。</p>
</div><h2>Reduced Customer Engagement</h2>
<div class="lb-trans"><h2>客户參與度下降</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>公司注意到其最忠實客户的參與度下降，尤其是在上衣部門。這表明客户偏好和參與水平可能發生了變化。</p>
</div><h2>Mid-Teens Revenue Decline Guidance for Q4</h2>
<div class="lb-trans"><h2>第四季度中等十幾的收入下降指引</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>展望未來，Torrid 對第四季度的指引顯示收入將下降中等十幾個百分點，預計在今年剩餘時間內上衣和鞋類產品不會有顯著恢復。然而，預計在下一個財政年度上衣類產品會有一些恢復。</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>總之，Torrid Holdings, Inc. 正在應對一個充滿挑戰的環境，結果喜憂參半。儘管子品牌和成本優化方面有積極進展，但公司在關鍵類別面臨重大障礙，導致對近期前景持謹慎態度。</p>
</div>

Torrid Holdings 在挑戰中面臨着喜憂參半的收益