NASDAQ$EWCZ

European Wax Center Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

European Wax Center's Q3 2022 performance reflected strength and resilience amidst a dynamic macroeconomic backdrop, driven by marketing initiatives and continued demand from franchisees.

European Wax Center, Inc. reported a 7.3% increase in system-wide sales, reaching $235.2 million, and a 12.3% increase in total revenue to $55.0 million for the third quarter of fiscal 2022. The company's net income was $5.3 million, and Adjusted EBITDA reached $18.6 million, a 12.6% increase from the prior year period. They also raised full year expectations for new center openings and announced a $40 million share repurchase program.

  • System-wide sales increased by 7.3% to $235.2 million compared to the prior year period.
  • Total revenue increased by 12.3% to $55.0 million compared to the prior year period.
  • The company opened 18 net new centers, bringing the total to 911 centers, a 9.4% increase year-over-year.
  • Net income was $5.3 million, a significant increase from the net loss of $9.3 million in the prior year period.

Headline financials

Total Revenue

$138K

Previous: $49M-99.7%
EPS (adj)

$0.11

Previous: $0.27-59.3%
Total Centers

911

Previous: 833+9.4%
Capital Expenditures

-$143K

No prior period
Free Cash Flow

$3.38M

No prior period
Net Income

$3.52M

Previous: -$9.27M+138.0%
Operating Income

-$15.1M

No prior period
Gross Profit

$138K

No prior period
Cash & Equivalents

$41.6M

No prior period

Revenue & EPS history

European Wax Center · Revenue · Quarterly

$138K

Q3 2022-99.7%vs Q3 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

European Wax Center · $55M total across 4 segments · Q3 2022

  • Product Sales
    $31.6M+14.3%
  • Royalty Fees
    $13.1M+9.6%
  • Marketing Fees
    $7.34M+8.6%
  • Other Revenue
    $3.05M+13.2%

Forward guidance

European Wax Center provided its fiscal year 2022 outlook, including estimates for new center openings, system-wide sales, total revenue, same-store sales, adjusted net income and adjusted EBITDA.

Tailwinds

  • New Center Openings, Net: 88 to 90
  • System-Wide Sales: $885 million to $895 million
  • Total Revenue: $202 million to $205 million
  • Same-Store Sales: Approximately 9.5%
  • Adjusted EBITDA: $70 million to $71 million

Headwinds

  • Fiscal 2022 guidance includes a 53rd week in the fourth quarter.
  • The Company estimates its contribution to the top and bottom line will be worth approximately one half of an average fourth quarter week.
  • The Company's outlook assumes no meaningful change from today in consumer behavior driven by inflationary pressures or the COVID-19 pandemic
  • The Company's outlook assumes no further impacts from incremental tightening in the labor market beyond what we see today.
  • Adjusted net income outlook assumes negligible corporate tax expense for fiscal 2022.

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 Q3 2022

Historical avgQ3 2022

+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

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