自GameStop股價(jià)暴漲之后,該公司將于美東時(shí)間3月23日下午公布其財(cái)務(wù)情況。
今年早些時(shí)候,Reddit的r/WallStreetBets社區(qū)推動(dòng)GameStop的股價(jià)飆升了2700%之多。這家視頻游戲零售商將首次公布季度收益。據(jù)預(yù)計(jì),數(shù)字將會(huì)相當(dāng)可觀。
分析師預(yù)計(jì),該公司即將公布的季度營收和利潤,將是兩年以來最強(qiáng)勁的數(shù)字。但這并不歸功于商業(yè)環(huán)境的變化,更多的是由于假期銷售和索尼(Sony)、微軟(Microsoft)新游戲系統(tǒng)的發(fā)布所帶來的季節(jié)性增長。
GameStop的管理層從一開始就未對(duì)其股價(jià)上漲做出回應(yīng),也沒有公開談?wù)摫O(jiān)管機(jī)構(gòu)對(duì)該公司的關(guān)注。但是,在財(cái)報(bào)電話會(huì)議上,管理層或?qū)o法避免相關(guān)話題。
目前最大的問題是:投資者將作何反應(yīng)?賣空者一直堅(jiān)持做空該公司,但機(jī)構(gòu)投資者肯定對(duì)目前的價(jià)位感到不安。
分析師預(yù)計(jì),GameStop的凈銷售額將達(dá)到22.9億美元,調(diào)整后每股收益為1.35美元。同店銷售額預(yù)計(jì)將增長8%。
不過,Wedbush Securities公司的邁克爾·帕切特對(duì)這一增長數(shù)字表示懷疑。
他在給投資者的一份報(bào)告中說:“盡管2020年第四季度發(fā)布了幾款備受矚目的增量游戲,但數(shù)字組合轉(zhuǎn)換的步伐和微軟Game Pass訂閱的流行可能吸收了大部分的銷售增長。新游戲機(jī)的供應(yīng)仍然受到限制。這些因素共同導(dǎo)致同店銷售額從11月的16.5%下降至假日期間的4.8%,遠(yuǎn)低于NPD水平,并意味著12月的數(shù)據(jù)將出現(xiàn)負(fù)增長?!?/p>
股票價(jià)格并不是GameStop近期經(jīng)歷的唯一波動(dòng)。自2017年以來,該公司共更換了5位首席執(zhí)行官,并取消了公司出售的計(jì)劃。最近,Chewy的創(chuàng)始人瑞恩·科恩在該公司平均股價(jià)僅為8.43美元的情況下,投資了7600萬美元,收購了該公司相當(dāng)大數(shù)量的股份。他最近被任命為一個(gè)委員會(huì)的負(fù)責(zé)人,該委員會(huì)表示,將尋求一些舉措,幫助GameStop在傳統(tǒng)的實(shí)體業(yè)務(wù)之外繼續(xù)轉(zhuǎn)型。
但委員會(huì)的聲明中并未提及GameStop的首席執(zhí)行官喬治·舍曼。(財(cái)富中文網(wǎng))
編譯:楊二一
自GameStop股價(jià)暴漲之后,該公司將于美東時(shí)間3月23日下午公布其財(cái)務(wù)情況。
今年早些時(shí)候,Reddit的r/WallStreetBets社區(qū)推動(dòng)GameStop的股價(jià)飆升了2700%之多。這家視頻游戲零售商將首次公布季度收益。據(jù)預(yù)計(jì),數(shù)字將會(huì)相當(dāng)可觀。
分析師預(yù)計(jì),該公司即將公布的季度營收和利潤,將是兩年以來最強(qiáng)勁的數(shù)字。但這并不歸功于商業(yè)環(huán)境的變化,更多的是由于假期銷售和索尼(Sony)、微軟(Microsoft)新游戲系統(tǒng)的發(fā)布所帶來的季節(jié)性增長。
GameStop的管理層從一開始就未對(duì)其股價(jià)上漲做出回應(yīng),也沒有公開談?wù)摫O(jiān)管機(jī)構(gòu)對(duì)該公司的關(guān)注。但是,在財(cái)報(bào)電話會(huì)議上,管理層或?qū)o法避免相關(guān)話題。
目前最大的問題是:投資者將作何反應(yīng)?賣空者一直堅(jiān)持做空該公司,但機(jī)構(gòu)投資者肯定對(duì)目前的價(jià)位感到不安。
分析師預(yù)計(jì),GameStop的凈銷售額將達(dá)到22.9億美元,調(diào)整后每股收益為1.35美元。同店銷售額預(yù)計(jì)將增長8%。
不過,Wedbush Securities公司的邁克爾·帕切特對(duì)這一增長數(shù)字表示懷疑。
他在給投資者的一份報(bào)告中說:“盡管2020年第四季度發(fā)布了幾款備受矚目的增量游戲,但數(shù)字組合轉(zhuǎn)換的步伐和微軟Game Pass訂閱的流行可能吸收了大部分的銷售增長。新游戲機(jī)的供應(yīng)仍然受到限制。這些因素共同導(dǎo)致同店銷售額從11月的16.5%下降至假日期間的4.8%,遠(yuǎn)低于NPD水平,并意味著12月的數(shù)據(jù)將出現(xiàn)負(fù)增長。”
股票價(jià)格并不是GameStop近期經(jīng)歷的唯一波動(dòng)。自2017年以來,該公司共更換了5位首席執(zhí)行官,并取消了公司出售的計(jì)劃。最近,Chewy的創(chuàng)始人瑞恩·科恩在該公司平均股價(jià)僅為8.43美元的情況下,投資了7600萬美元,收購了該公司相當(dāng)大數(shù)量的股份。他最近被任命為一個(gè)委員會(huì)的負(fù)責(zé)人,該委員會(huì)表示,將尋求一些舉措,幫助GameStop在傳統(tǒng)的實(shí)體業(yè)務(wù)之外繼續(xù)轉(zhuǎn)型。
但委員會(huì)的聲明中并未提及GameStop的首席執(zhí)行官喬治·舍曼。(財(cái)富中文網(wǎng))
編譯:楊二一
After its stock went on a rocket-fueled ride to the stratosphere, GameStop will pull the curtain back on its financials on March 23 afternoon.
The video game retailer is scheduled to report its first quarterly earnings since Reddit’s r/WallStreetBets community sent the stock soaring as much as 2,700% earlier this year. And they’re anticipated to be especially strong.
Analysts expect the company to post its strongest quarterly revenue and profit in two years. That’s less because of a change in the business environment, though, and more due to the seasonal bump that comes with holiday sales and the launch of new game systems from Sony and Microsoft.
GameStop management hasn’t addressed the stock’s ascent since it began, nor has it spoken publicly about the attention it has received from regulators. The company is unlikely to be able to avoid the topic on the earnings call, though.
The big question is, How will investors react? Short-sellers have stuck with the company, but institutional investors are certainly uncomfortable with the current price point.
Analysts expect GameStop will post net sales of $2.29 billion and an adjusted earnings per share of $1.35. Same-store sales (comps) are expected to be up 8%.
Michael Pachter of Wedbush Securities, though, is skeptical of that comps number.
“Although Q4:20 featured several high-profile and incremental releases, the pace of digital mix shift and the popularity of Microsoft’s Game Pass subscription likely absorbed much of the sales increase,” he said in a note to investors. “New consoles remain supply-constrained, and these factors drove a comps decline from up 16.5% in November to up 4.8% for the holidays, well below the NPD levels and implying negative comps for December.”
The stock price isn’t the only volatility GameStop has undergone in recent times. The company has had five CEOs since 2017 and has scrapped plans to sell itself. More recently, Chewy founder Ryan Cohen acquired a sizable holding in the company, investing $76 million when shares were trading at an average of just $8.43. He recently was put in charge of a committee that said it will seek out initiatives that can help GameStop continue its transition beyond its brick-and-mortar origins.
GameStop CEO George Sherman was not mentioned in the announcement of that committee.