NASDAQ$CENTA

Central Garden & Pet Company · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Central delivered Q2 earnings per share of $0.90 amidst garden portfolio softness, while the pet segment expanded market share and performed as planned.

Central Garden & Pet reported Q2 2023 net sales of $909 million and EPS of $0.90. The garden segment experienced softness due to a later start to the season and unfavorable retailer inventory dynamics, while the pet segment expanded market share.

  • Net sales were $909 million, a 5% decrease compared to the previous year.
  • Earnings per share (EPS) was $0.90, compared to $1.27 in the prior year quarter.
  • The Garden segment was impacted by a later start to the season and unfavorable retailer inventory dynamics.
  • The Pet segment expanded market share and performed largely as planned.

Headline financials

Total Revenue

$909M

Previous: $954M-4.8%
EPS (adj)

$0.72

Previous: $1.02-29.4%
Capital Expenditures

-$30.2M

Previous: -$75.4M+59.9%
Free Cash Flow

$17.9M

Previous: -$5.71M+413.5%
Net Income

$48.1M

Previous: $69.7M-31.0%
Operating Income

$78M

Previous: $107M-27.0%
Gross Profit

$260M

Previous: $287M-9.5%
Cash & Equivalents

$60.6M

Previous: $54.1M+12.1%
Total Assets

$3.35B

Previous: $3.35B+0.0%
Stock-Based Comp

$6.75M

Previous: $6.29M+7.3%

Revenue & EPS history

Central Garden & Pet · Revenue · Quarterly

$909M

Q2 2023-4.8%vs Q2 2022
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Central Garden & Pet · $909M total across 2 segments · Q2 2023

  • Pet Segment
    $475M-4.6%
  • Garden Segment
    $434M-5.0%

Forward guidance

The Company expects fiscal 2023 EPS of $2.35 or better. This outlook reflects the macroeconomic uncertainty, cost inflation, evolving consumer behavior and unfavorable retailer inventory dynamics, as well as pricing actions and productivity initiatives across the Company's portfolio.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.4%

Avg return

Earnings day

+1.7%

Avg return

5 days after

+0.4%

Avg return

30 days after

53%

34 / 64 earnings

Positive

+18.5%

Q1 2016

Best reaction

-22.9%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+3.2%+2.2%+4.9%
Q1 2026+0.0%-1.4%-0.9%
Q4 2025+8.2%+8.2%+3.3%
Q2 2025+0.3%+6.3%+4.4%
Q1 2025-0.9%+0.8%+0.1%
Q4 2024-0.2%+2.9%-1.4%
Q3 2024+5.0%+0.5%+0.7%
Q2 2024+11.9%+11.8%+0.3%
Q1 2024+5.6%+14.6%+6.9%
Q4 2023-10.8%-10.2%+6.6%
Q3 2023+15.6%+12.8%+8.0%
Q2 2023+6.3%+4.0%+2.0%
Q1 2023+4.0%+7.4%+0.0%
Q4 2022-8.8%-9.0%-13.4%
Q3 2022+0.7%+3.2%-11.3%
Q2 2022+0.7%+3.7%+2.7%
Q1 2022+0.3%-6.3%-1.1%
Q4 2021-3.6%-5.4%-2.8%
Q3 2021-3.0%-1.9%-8.0%
Q2 2021+5.8%+5.5%-1.0%
Q1 2021+5.2%+6.3%+11.8%
Q4 2020+1.7%+0.2%-6.1%
Q3 2020+7.1%+6.3%-0.1%
Q2 2020+2.3%+8.4%+10.7%
Q1 2020-1.8%-3.8%-10.8%
Q4 2019-18.4%-16.5%+0.1%
Q3 2019-22.9%-24.1%-12.7%
Q2 2019+4.4%+5.4%+2.6%
Q1 2019-21.0%-22.2%-24.5%
Q4 2018+2.6%+10.0%+4.8%
Q3 2018-0.4%+0.7%-9.4%
Q2 2018+5.4%+9.8%+13.5%
Q1 2018+8.6%+5.4%+7.7%
Q4 2017+3.5%+5.3%+4.1%
Q3 2017+11.7%+11.0%+12.4%
Q2 2017+3.3%+0.2%-6.7%
Q1 2017-4.3%-7.1%+0.6%
Q4 2016+9.0%+12.3%+12.9%
Q3 2016+7.1%+7.7%+6.0%
Q2 2016-2.8%
Q1 2016+18.5%
Q4 2015+14.9%
Q3 2015+3.1%
Q2 2015-4.3%
Q1 2015+3.5%
Q4 2014+4.1%
Q3 2014-0.4%
Q2 2014-7.4%
Q1 2014+7.5%
Q4 2013-11.5%
Q3 2013-13.5%
Q2 2013-12.0%
Q1 2013-2.8%
Q4 2012-13.1%
Q3 2011-4.2%
Q4 2011-4.2%
Q3 2012-6.1%
Q2 2012-7.4%
Q1 2011+1.4%
Q1 2012+4.7%
Q2 2011-3.6%
Q4 2009-3.6%
Q3 2010-14.7%
Q4 2010-14.7%

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