您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[财报]: 2024 Q1 - Quarterly Results - 发现报告
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2024 Q1 - Quarterly Results

2024-06-28-财报乐***
 2024 Q1 - Quarterly Results

Exhibit99.2 Q&AResponses Helloeveryone,excitedtostartthisoff!Thankyouallforyourparticipation. FirstthingwewanttoflagisthatallstatementsotherthanstatementsofhistoricalfactsincludedinthisQ&Athataddressactivities,eventsordevelopmentsthatweexpect,believeoranticipatewillormayoccurinthefutureareforward-lookingstatementsincluding,inparticular,regardingourexpectedadjustedEBITDAprofitabilityforthesecondhalfof2024.Theseforward-lookingstatementsarebasedonmanagement’scurrentexpectationsandbeliefsandaresubjecttoanumberofrisksanduncertaintiesandotherfactors,allofwhicharedifficulttopredictandmanyofwhicharebeyondourcontrolandcouldcauseactualresultstodiffermateriallyandadverselyfromthosedescribedintheforward-lookingstatements.Theserisksinclude,butarenotlimitedto,thoserelatedtoourabilitytocontinueasagoingconcern,ourabilitytomeetfinancialcovenantswithourlenders,ourabilitytomaintainandtogrowmarketshareinexistingandnewproductcategories;ourabilitytocontinuetoprofitablyselltheSKUsweoperate;ourabilitytocreateoperatingleverageandefficiencywhenintegratingcompaniesthatweacquire,includingthroughtheuseofourteam’sexpertise,theeconomiesofscaleofoursupplychainandautomationdrivenbyourplatform;thoserelatedtoourabilitytogrowinternationallyandthroughthelaunchofproductsunderourbrandsandtheacquisitionofadditionalbrands;thoserelatedtoconsumerdemand,ourcashflows,financialcondition,forecastingandrevenuegrowthrate;oursupplychainincludingsourcing,manufacturing,warehousingandfulfillment;ourabilitytomanageexpenses,workingcapitalandcapitalexpendituresefficiently;ourbusinessmodelandourtechnologyplatform;ourabilitytodisrupttheconsumerproductsindustry;ourabilitytogenerateprofitabilityandstockholdervalue;internationaltariffsandtrademeasures;inventorymanagement,productliabilityclaims,recallsorothersafetyandregulatoryconcerns;relianceonthirdpartyonlinemarketplaces;seasonalandquarterlyvariationsinourrevenue;acquisitionsofothercompaniesandtechnologiesandourabilitytointegratesuchcompaniesandtechnologieswithourbusiness;ourabilitytocontinuetoaccessdebtandequitycapital(includingontermsadvantageoustotheCompany)andtheextentofourleverage;andotherfactorsdiscussedinthe“RiskFactors”sectionofourmostrecentperiodicreportsfiledwiththeSecuritiesandExchangeCommission(“SEC”),allofwhichyoumayobtainforfreeontheSEC’swebsiteatwww.sec.gov. Althoughwebelievethattheexpectationsreflectedinourforward-lookingstatementsarereasonable,wedonotknowwhetherourexpectationswillprovecorrect.Youarecautionednottoplaceunduerelianceontheseforward-lookingstatements,whichspeakonlyasofthedatehereof,evenifsubsequentlymadeavailablebyusonourwebsiteorotherwise.Wedonotundertakeanyobligationtoupdate,amendorclarifytheseforward-lookingstatements,whetherasaresultofnewinformation,futureeventsorotherwise,exceptasmayberequiredunderapplicablesecuritieslaws. **** Q:WhatareyourexpectationsfortheexpansionintoSouthAmerica?Whatareyoudoingtomakesurethisexpansionleadstoprofit?CanyousayanythingabouttheimaginableROIinrelationtothecostofthiscooperation? A:AterianiscurrentlysellingproductsfromitshomeandkitchencategoryonMercadoLibre’sMexicomarketplacebutitistoonewandrecenttocommentonrevenue,profitorROI.Webelieveingeneralthatmarketplaceexpansionisalong-termvaluecreationplay. **** Q:Withtherecentdeclinesinconsumerspendinganddecreasedshippingvolumesovertheyears,whatwillyouchangetobecomeprofitableandobtainalargermarketsharewithinthishighinterestrateenvironment? A:Consumerdemandandsentimentaredifficulttohandicap,particularlywithrespecttodiscretionaryproducts.Havingsaidthat,weareseeingdemandforthecategorieswearein.Wehaverationalizednon-core,unprofitableSKUstodrivebetterperformanceonourcorebusinesswithaviewtowardscustomersatisfaction.Whereapplicable,weareimprovingproductperformanceandmarketing,launchingnewproducts,expandingourchannelsandpursuingsynergisticM&Aopportunities. **** Q:Whatisthenewproductlaunchstrategythisyear?Whatnewproductshavelaunchedoverthepastyear(suchasthepersonalblender?)andhowhavetheyfared? A:Aspreviouslymentionedonourearningscall,wehavebeenpatientonlaunchingnewproducts.Wedon’tcommentonindividualproductperformance.Ournear-termfocusonproductlauncheshavebeenaroundexistingassortmentofproductsbyprovidingconsumersvariationsonfeaturesandpricetostrengthenourexistingofferings. **** Q:Assomeonewhoinvestedalmost100thousanddollarsinAterianinthelastfewyears,whatdoesmanagementhavetosaytothemanyinvestorssuchasmyselfthathelpedkeepthiscompanyoutofbankruptcy?Whatdoyouhavetosaytothoseofuswhohavewatchedtheirpositionsinthiscompanydropover90%? A:Wedonotcommentonstockprice.Wearegratefulforthesupportofourinvestorbasewhichwerealizelargelyconsistsofretailinvestors.OurnewleadershipcontinuestoworkhardtodrivevalueforAterian’sshareholders. **** Q:Whathappenedtothe"ongoinginvestigations"intomarketfraudandillegalshortingofthesecurity?Thestagnationandinabilitytogrowwasblamedonshipping/supplychainissuesduringthepandemic.Wearewellpassedthattimeandhaveyettoseeaprofitablereturn.Whataretheplanstochangethat?Whatareyoudoingtokeepusinvestorsconfident? A:

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