ZKH's positive EPS surprise in Q4 2024 can be attributed to Strategic Optimizations and Improved Operational Efficiency1:
- Optimization of Business Structure: ZKH has been actively optimizing its business structure to improve operational efficiency and profitability. This includes streamlining organizational structure and enhancing operating efficiencies23.
- Focus on High-Quality Revenues: The company has been focusing on high-quality revenues, which has led to an increase in gross margin and a narrowing of the net loss margin1. This strategic focus likely resulted in better financial performance despite challenges in service revenues.
- Expansion into New Markets: ZKH is expanding into new markets, such as the US market, which could have brought in additional revenue streams and contributed to the positive EPS surprise1.
In summary, ZKH's positive EPS surprise in Q4 2024 can be attributed to a combination of strategic optimizations, focus on high-quality revenues, and expansion into new markets. These initiatives have likely improved the company's operational efficiency and profitability, leading to a positive EPS surprise.
4/13/2025 07:17am
