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暴涨过后,GameStop将首次公布财报

暴涨过后,GameStop将首次公布财报

Chris Morris 2021-03-23
分析师预计,该公司即将公布的季度营收和利润,将是两年以来最强劲的数字。

自GameStop股价暴涨之后,该公司将于美东时间3月23日下午公布其财务情况。

今年早些时候,Reddit的r/WallStreetBets社区推动GameStop的股价飙升了2700%之多。这家视频游戏零售商将首次公布季度收益。据预计,数字将会相当可观。

分析师预计,该公司即将公布的季度营收和利润,将是两年以来最强劲的数字。但这并不归功于商业环境的变化,更多的是由于假期销售和索尼(Sony)、微软(Microsoft)新游戏系统的发布所带来的季节性增长。

GameStop的管理层从一开始就未对其股价上涨做出回应,也没有公开谈论监管机构对该公司的关注。但是,在财报电话会议上,管理层或将无法避免相关话题。

目前最大的问题是:投资者将作何反应?卖空者一直坚持做空该公司,但机构投资者肯定对目前的价位感到不安。

分析师预计,GameStop的净销售额将达到22.9亿美元,调整后每股收益为1.35美元。同店销售额预计将增长8%。

不过,Wedbush Securities公司的迈克尔·帕切特对这一增长数字表示怀疑。

他在给投资者的一份报告中说:“尽管2020年第四季度发布了几款备受瞩目的增量游戏,但数字组合转换的步伐和微软Game Pass订阅的流行可能吸收了大部分的销售增长。新游戏机的供应仍然受到限制。这些因素共同导致同店销售额从11月的16.5%下降至假日期间的4.8%,远低于NPD水平,并意味着12月的数据将出现负增长。”

股票价格并不是GameStop近期经历的唯一波动。自2017年以来,该公司共更换了5位首席执行官,并取消了公司出售的计划。最近,Chewy的创始人瑞恩·科恩在该公司平均股价仅为8.43美元的情况下,投资了7600万美元,收购了该公司相当大数量的股份。他最近被任命为一个委员会的负责人,该委员会表示,将寻求一些举措,帮助GameStop在传统的实体业务之外继续转型。

但委员会的声明中并未提及GameStop的首席执行官乔治·舍曼。(财富中文网)

编译:杨二一

自GameStop股价暴涨之后,该公司将于美东时间3月23日下午公布其财务情况。

今年早些时候,Reddit的r/WallStreetBets社区推动GameStop的股价飙升了2700%之多。这家视频游戏零售商将首次公布季度收益。据预计,数字将会相当可观。

分析师预计,该公司即将公布的季度营收和利润,将是两年以来最强劲的数字。但这并不归功于商业环境的变化,更多的是由于假期销售和索尼(Sony)、微软(Microsoft)新游戏系统的发布所带来的季节性增长。

GameStop的管理层从一开始就未对其股价上涨做出回应,也没有公开谈论监管机构对该公司的关注。但是,在财报电话会议上,管理层或将无法避免相关话题。

目前最大的问题是:投资者将作何反应?卖空者一直坚持做空该公司,但机构投资者肯定对目前的价位感到不安。

分析师预计,GameStop的净销售额将达到22.9亿美元,调整后每股收益为1.35美元。同店销售额预计将增长8%。

不过,Wedbush Securities公司的迈克尔·帕切特对这一增长数字表示怀疑。

他在给投资者的一份报告中说:“尽管2020年第四季度发布了几款备受瞩目的增量游戏,但数字组合转换的步伐和微软Game Pass订阅的流行可能吸收了大部分的销售增长。新游戏机的供应仍然受到限制。这些因素共同导致同店销售额从11月的16.5%下降至假日期间的4.8%,远低于NPD水平,并意味着12月的数据将出现负增长。”

股票价格并不是GameStop近期经历的唯一波动。自2017年以来,该公司共更换了5位首席执行官,并取消了公司出售的计划。最近,Chewy的创始人瑞恩·科恩在该公司平均股价仅为8.43美元的情况下,投资了7600万美元,收购了该公司相当大数量的股份。他最近被任命为一个委员会的负责人,该委员会表示,将寻求一些举措,帮助GameStop在传统的实体业务之外继续转型。

但委员会的声明中并未提及GameStop的首席执行官乔治·舍曼。(财富中文网)

编译:杨二一

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.

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