LL elemzés, részlet
lényeg: 18,7% eddigi növekedés helyett 7,5% csökkenés várható eladásokban, ha az elmúlt 9 nap pánikja egész évben ugyanolyan hatással kitart a vevökre.
Na most ez mekkora diszkontot érdemel fundäs alapon a 9 nappal ezelötti ärfolyamból?!
While I was hoping for an update to the full year forecast, the company did not give one. Obviously at this point, there just isn't enough visibility into how the next nine months or so will turn out. Management did discuss how recent sales have done, in the first nine days following the 60 Minutes broadcast, as compared to the first two months of 2015. In the table below, I've summarized some key numbers between these two periods.
Consumers are obviously worried about the safety of the company's products. This is evident in net sales trends, going from an 18.7% year over year increase in the first two months to a 7.5% decrease for the nine day period (as compared to the same comparable periods in 2014). The customer invoice number also saw a dramatic drop. Management provided the following information in regards to March and Q1 2015 sales.