兰亭集势2026年第二季度财报电话会议纪要

发布时间：2026-08-26 一、AI总结内容 一、核心要点 1. 2026年第二季度兰亭集势总收入5700万美元，同比下降4%，系主动淘汰长尾产品所致；受地缘政治、跨境物流成本上升、美元走弱等外部环境影响，毛利率维持稳定，为66.1%，同比仅微升0.2个百分点，处于较高水平。 2. 第二季度总运营费用同比下降4%至3500万美元，其中采购费用、销售与营销费用、一般及行政费用分别同比下降3%、4%、5%，运营费用占营收比重从63%降至62%；第二季度净利润为160万美元，同比较去年同期的200万美元有所减少。 3. 公司2026年上半年经营向好，营收实现增长，此前2023-2024年持续投入服饰品牌、自有产品研发及生产能力建设，为可持续发展奠定基础；2025年将平台转型为消费者生活方式公司，依托AI技术优化产品推荐，聚焦情感连接、自我表达等核心需求，目前拥有Adore、Miss Glamour、Mesco三大品牌，发展态势良好，复购率提升，同时筹备新增品牌，计划每年新增1-2个符合市场的品牌。 二、风险与关注 1. 跨境业务面临地缘政治、物流成本、汇率波动等多重外部压力，对营收及利润形成扰动。三、补充信息 1. 本次财报电话会议提及的未按美国公认会计准则（GAAP）编制的非GAAP财务指标，具体调节内容需参考公司发布的财报稿； forward-looking statement（前瞻性陈述）受相关风险因素影响，实际业绩可能与预期存在差异，详情可查阅公司20-F表格文件，公司无义务更新此类陈述 二、音频原文（转写） Hello, ladies and gentlemen. Thank you for standing by for Life in the Box's second quarter 2026earnings conference call. At this time, all participants are in listen only mode. After management's prepared remarks, there will be a questionand a suspicion. Today's conference call is being recorded. I will now turn the call over to your host, Miss Serena Hua. Please go ahead, Serena. Thank you, operator. Hello, everyone, and welcome to Lighten the Box's second quarter 2026 earnings conference call. The company's earnings results were released via new Squire services earlier today and are available on the company's IRwebsite at IR dot adore dot com. On the call from Lighten the Box today are Mr. Jianhe, CEO, an d Mrs. Wendy Liu, CFO. Is the hole we provide? an overview of the company's Q2 highlights. followed by Mrs. Liu, who will go over its financialresults. Following our prepared remarks, we will open the call. Two questions. Before we proceed, please note that Today's discussion may contain forward-looking statements. made under the sixth power provisions of the u s. Private securities litigation reform acts. of nineteen ninety five These forward-looking statements are subjectto risks and uncertainties that may cause actual results to differ materially from the company's. current expectations to understand the factors that could cause results to materially differfrom those in forward-looking statements Pleaserefer to the companies. form twenty f by with the i t c. The company does not assume any obligation to update any forward-looking statements Except as required under applicable law. Please also note that. Net in a box. early. press releaseand this conference call includes discussions ofunedited GAAP financial measures. as well as unedited non-GAAP financial measures Please referto the company's earnings press release. which contains a reconciliation of the unauthorities non gaap flat measures to the unedited GAAP measures Now I'd like to Turn the call over to lightenthe box. C.O. MR. FLOWS. Please go ahead. 嗯。 Good morning and good evening everyone. Thank you for. Joining 19th box. Second quarter twenty twenty six. early school We are pleased to report. excellent result for the first half and the second quarter of 2026 Our first half of results.provide a clear view of the progress we are working. Revenue increased 3% using technologies toanticipate evolving consumer needs and collect them more effectively with product discovery, personalization and creation. At the same time, wewill continue to evolve our product strategy aro und enduring human aspiration for self inspiration, emotional value and memorable experience. Isthat I can allow hand call over to Wendy to gothrough our financial results. Thank you, Mr. He. Good morning and good evening, everyone. Before we go over our financials, please note that unless otherwise stated, all figures are presentedin U.S. dollars. In the second quarter, our total revenues were 57 million, a modest 4% decrease year-over-year as we deliberately phased out long-tail products. This quarter was affected bya challenging external environment. geopoliticaldisruptions increase pressure on cross border logistics and validity costs. while the weaker U.S. dollar created additional foreign change headwinds for our global operation. expect inspectors Golf margin remained very stable at. sixty sixpoint one percent compared with 65.9% a year ago. reflecting our continued efforts on high margin lifestyle products. Total operating expensesin the second quarter decreased by 4% year-over-year to thirty five million. of which procurement expenses decreased by three percent to four million Sally and market. Kansas decreased by fourpercent to twenty seven million. and G and A expenses decreased by 5% to 5 million. total operating expenses as a percentage of revenue decreased from 63% to 62%. Our net income in the secondquarter reached 1.6 million. compared to 2 million in the same quarter last year. This concludes my remarks. We are now open to your questions.嗯，operator please continue。 Thank you. If you wish to ask a question, pleasepress star one on your telephone and wait for your name to be announced. If you wish to cancelyour request. Please press star two. If you areon a speakerphone, please pick up the hands