11/24/2024, 01:22 PM UTC
Sonos：转型之路漫长（评级下调）Sonos: This Turnaround Will Take Awhile (Rating Downgrade)
1、Sonos刚刚结束了一个艰难的财年，产品注册和家庭用户增长均不如往年。2、公司大力投资促销以维持市场份额，这严重影响了毛利率和调整后的EBITDA。3、股票交易价格合理，为14倍调整后的EBITDA倍数，但建议等待当前挑战过去。1. Sonos has closed out a difficult FY24 with weaker product registrations and household additions. 2. The company is investing heavily in promotions to maintain market share, which has negatively impacted gross margins and adjusted EBITDA. 3. The stock is trading at a reasonable 14x adjusted EBITDA multiple, but it's advisable to wait out the current challenges.
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