Natuzzi SpA (NTZ) Q3 2024 Earnings Call Highlights: Resilience Amidst Challenges and Strategic ...

In This Article:

  • Sales for First Nine Months 2024: EUR243.9 million, in line with the previous year.

  • Branded Business Growth: 6.3% increase compared to 2023.

  • Gross Margin for First Nine Months 2024: 35.8%, same as 2023; adjusted for severance costs, 37.4%.

  • Operating Loss for First Nine Months 2024: EUR3.6 million; adjusted for one-off severance costs, an operating profit of EUR1.2 million.

  • Financial Costs for First Nine Months 2024: EUR7.4 million, up from EUR5.6 million in 2023.

  • Cash Position as of September 2024: EUR17.1 million, down from EUR33.6 million at the beginning of the year.

  • Cash Used in Operations: EUR5.1 million, with EUR6 million for workforce reduction.

  • Investment in 2024: EUR5.4 million, primarily in factory and new store in Denver.

  • Third Quarter 2024 Sales: 0.1% increase compared to 2023.

  • Gross Margin for Third Quarter 2024: 31.8%; adjusted for severance costs, 35.7%.

  • Operating Loss for Third Quarter 2024: EUR400,000, adjusted for severance costs, compared to a loss of EUR1.1 million in 2023.

Release Date: December 13, 2024

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Natuzzi SpA (NYSE:NTZ) reported sales in line with the previous year, despite industry headwinds, indicating resilience.

  • The company's branded business showed strong performance, with a 6.3% growth compared to 2023.

  • Gross margin improved to 37.4% when excluding one-off severance costs, compared to 36.3% in 2023.

  • Natuzzi SpA (NYSE:NTZ) is successfully divesting non-strategic assets, freeing up cash for strategic investments.

  • The company is expanding its retail presence, with new store openings in the US, including a new store in Denver.

Negative Points

  • Natuzzi SpA (NYSE:NTZ) reported an operating loss of EUR3.6 million for the first nine months of 2024.

  • The company's cash position decreased significantly from EUR33.6 million to EUR17.1 million by the end of September.

  • Financial costs increased to EUR7.4 million, up from EUR5.6 million in 2023, due to higher interest rates.

  • The third quarter was notably soft, with a decline in gross margin due to specific factors.

  • The company faced restructuring costs of EUR4.8 million, impacting overall profitability.

Q & A Highlights

Q: There is talk that the next presidential administration in the United States might implement some tariffs. How might this affect Natuzzi? A: Antonio Achille, CEO, responded that while they cannot predict the administration's decisions, Natuzzi is preparing to handle potential changes in logistics and tariffs. They are establishing multiple production areas, including a new platform in Vietnam, to navigate such circumstances. Vietnam, unlike China, does not have tariffs when exporting to the US, which could be advantageous.