NASDAQ$EWCZ

European Wax Center Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

European Wax Center reported solid first quarter performance driven by unit growth and in-center sales growth, while reiterating fiscal year 2023 outlook.

European Wax Center reported a solid first quarter with a 9.8% increase in total revenue to $49.9 million and system-wide sales growth of 5.5%. The company opened 34 net new centers, representing a 12% year-over-year growth. Despite the revenue increase, the company reported a GAAP net loss of $1.1 million, but adjusted EBITDA increased by 7.5% to $16.3 million.

  • Net new centers increased by 11.9% to a total of 978 centers across 45 states.
  • System-wide sales increased by 5.5% to $218.4 million.
  • Total revenue increased by 9.8% to $49.9 million.
  • Same-store sales increased by 4.5%.

Headline financials

Total Revenue

$49.9M

Previous: $183K+27163.4%
EPS (adj)

$0.05

Previous: $0.17-70.6%
Net Income

-$1.1M

Previous: $4.03M-127.3%
Operating Income

$5.3M

Previous: -$4.88M+208.7%
Cash & Equivalents

$45.9M

Previous: $44.2M+3.9%

Revenue & EPS history

European Wax Center · Revenue · Quarterly

$49.9M

Q1 2023+27,163.4%vs Q1 2022
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

European Wax Center · $49.9M total across 4 segments · Q1 2023

  • Product Sales
    $27.8M+12.4%
  • Royalty Fees
    $12.4M+8.5%
  • Marketing Fees
    $6.9M+7.0%
  • Other Revenue
    $2.8M-0.6%

Forward guidance

The Company reiterates its previous outlook for fiscal year 2023.

Tailwinds

  • New Center Openings, Net: 95 to 100
  • System-Wide Sales: $965 million to $990 million
  • Total Revenue: $222 million to $229 million
  • Same-Store Sales: Mid-Single Digits
  • Adjusted Net Income: $22 million to $24.5 million

Headwinds

  • Fiscal 2022 and Fiscal 2023 each include a 53rd week in the fourth quarter.
  • The Company estimates the 53rd week contribution to the top and bottom line is worth approximately one half of an average fourth quarter week.
  • The Company's current outlook assumes no meaningful change in consumer behavior driven by inflationary pressures or the COVID-19 pandemic
  • The Company's current outlook assumes no further impacts from incremental tightening in the labor market beyond what we see today.
  • Adjusted net income outlook assumes a 20% effective tax rate for Fiscal 2023.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.5%

Avg return

Earnings day

+0.0%

Avg return

5 days after

-0.3%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+22.1%

Q1 2026

Best reaction

-26.3%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.0%+0.3%+1.2%
Q3 2026+14.3%+0.3%+11.2%
Q2 2026+13.6%+5.7%-11.6%
Q1 2026+22.1%+39.6%+44.9%
Q4 2024-12.9%-14.9%-28.6%
Q3 2024-26.3%-26.3%-24.6%
Q2 2024-18.5%-14.7%+2.0%
Q1 2024+0.7%-0.8%+6.8%
Q4 2023+12.8%+11.1%-7.3%
Q3 2023-15.9%-17.0%-6.0%
Q2 2023+6.0%-0.9%-6.3%
Q1 2023-9.1%-3.2%-7.0%
Q4 2022-10.6%-11.6%+1.1%
Q3 2022+0.6%-2.9%+2.0%
Q2 2022-2.8%-7.6%-9.8%
Q1 2022+5.5%-10.9%-3.2%
Q4 2021+21.1%+32.8%+26.9%
Q3 2021-0.8%-9.2%-13.3%
Q2 2021+9.7%+30.8%+15.5%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro