La paradoja del sector retail

Pues tras la última castaña la tenemos ya cerca de precios de hace 5 años, cuando la empresa estaba en una situación mucho peor.

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Ni tan mal Puma

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Crocs como un cohete:

Financial Outlook

Full Year 2022

With respect to 2022, we expect:

  • Consolidated revenues to now be approximately $3.455 to $3.520 billion, representing growth between 49% and 52% compared to 2021.
    • Crocs Brand revenues to now be $2.605 to $2.630 billion, implying approximately 17% growth on a constant currency basis, and approximately 13% growth on a reported basis.
    • HEYDUDE Brand revenues to still be approximately $850 to $890 million on a reported basis, implying $940 to $980 million, including the period of time prior to the closing of the acquisition.
  • Adjusted operating income to now be approximately $920 to $950 million and adjusted operating margin to be approximately 27%. This excludes non-GAAP adjustments primarily related to the HEYDUDE acquisition and integration of $75 million in cost of sales and $55 million in SG&A.
  • GAAP tax rate of approximately 25% and non-GAAP effective tax rate to now be approximately 21%.
  • Adjusted diluted earnings per share to now be between $9.95 and $10.30.
  • Capital expenditures to now be approximately $150 to $170 million, primarily for supply chain investments to support growth.

Long-Term Projections

We expect:

  • Crocs Brand revenues to still be $5.0 billion by 2026.
  • HEYDUDE Brand revenues to now be over $1.0 billion in 2023.
  • Consolidated adjusted operating margins to still exceed 26% by 2026.
  • Gross leverage to still be below 2.0x by mid-year 2023 following strong earnings and cash flow expectations for 2022.

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Como aproximación igual le interesa: https://twitter.com/ProfesorDiv/status/1546143932555444225?t=gkeHK-azI8q5yCpGCodUuQ&s=19

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