【海外株】TUMI、第2四半期の決算を発表!売上が前年同期比15.2%増!

 

ビジネスマンに人気の高い、カバンの製造・販売を行う、米トゥミホールディングス(Tumi Holdings, Inc., NYSE: TUMI)が、8月7日に2014年第2四半期の決算を発表しました。

tumi-logo

 

2014年第2四半期ですが、売上高が1億2458万ドル、前年同期比15.2%増(前年第2四半期は1億0818万ドル)、また第1四半期である売上1億860万ドルと比較して14.7%増となっています。

また純利益は1221万ドルで、前年第2四半期は1119万ドルとなっています。また、第1四半期である純利益は815万ドルとなっています。

 

MMTの考察

今回の売上増加に関しては、世界的に見た時に景気が上を向いており、失業率が下げていることで、こうしたビジネスバッグの需要が増えてきた、と見ております。

 

直近20日間の株価の推移

グラフ : Google Finance

 

TUMI FINANCIAL RESULTS FOR THE SECOND QUARTER 2014

  • Net sales increased 15.2% to $124.6 million from $108.2 million in the second quarter ended June 30, 2013.
  • Total comparable store sales for all Direct-to-Consumer channels, including company-owned websites, increased 12.9%, compared to an increase of 4.6% in the second quarter of 2013.
  • Direct-to-Consumer North America comparable store sales (including e-commerce sales) increased 12.4%. Excluding e-commerce sales, Direct-to-Consumer North America comparable store sales increased 8.2%.
  • Direct-to-Consumer International comparable store sales (including e-commerce sales) increased 18.1% in U.S. dollars, or 12.5% in Euros. Excluding e-commerce sales, Direct-to-Consumer International comparable stores sales increased 19.3% in U.S. dollars, or 13.6% in Euros.
  • Gross margin increased 15.7% to $72.1 million from $62.3 million in the second quarter of 2013. Gross margin percentage was 57.9% compared to 57.6% in the second quarter of 2013.
  • Operating income increased 11.2% to $19.9 million from $17.9 million in the second quarter of 2013. Operating income margin was 15.9% compared to 16.5% in the second quarter of 2013.
  • In the second quarter of 2013, the company incurred a $1.5 million ($0.9 million after tax) charge in connection with the early termination for an agreement with its web services provider. Excluding this one-time expense, operating income would have been $19.4 million, or 17.9% of net sales.
  • The effective tax rate was 38.0%, compared to 36.8% in the second quarter of 2013. The change in the effective tax rate was largely driven by the change in apportionment percentages for state purposes during the period ended June 29, 2014.
  • Net income was $12.2 million, or $0.18 per diluted share, based on 67.9 million diluted weighted average common shares outstanding, compared to $11.2 million, or $0.16 per diluted share, based on 67.9 million diluted weighted average common shares outstanding in the second quarter of 2013.
  • Excluding the aforementioned early termination charge, net income would have been $12.1 million, or $0.18 per diluted share, in the second quarter of 2013.
  • During the second quarter of 2014, Tumi opened five new stores, renovated three stores, and closed one store.
  • At June 29, 2014, Tumi operated 134 company-owned stores.

レポートはこちらから。

 

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