NASDAQ$JOUT

Johnson Outdoors Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Johnson Outdoors experienced a decline in net sales and operating profit due to challenging marketplace conditions.

Johnson Outdoors reported a decrease in net sales by 13% to $175.9 million and an operating loss of $0.25 million for the second quarter. The company faced challenging market conditions across all segments and is focusing on cost structure improvements and new product launches.

  • Net sales decreased by 13% to $175.9 million compared to the prior year second fiscal quarter.
  • Operating loss was $0.25 million, a decline from the prior year's operating profit of $11.4 million.
  • Gross margin decreased to 34.9 percent, primarily due to unfavorable overhead absorption and promotional price reductions.
  • Net income was $2.2 million, or $0.21 per diluted share, compared to $14.9 million, or $1.45 per diluted share, in the previous year.

Headline financials

Total Revenue

$176M

Previous: $202M-13.0%
EPS

$0.21

Previous: $1.45-85.5%
Free Cash Flow

$2.16M

Previous: $14.9M-85.5%
Net Income

$2.16M

Previous: $14.9M-85.5%
Operating Income

-$253K

Previous: $11.4M-102.2%
Gross Profit

$61.4M

Previous: $75.3M-18.5%
Cash & Equivalents

$60.4M

Previous: $108M-43.9%
Total Assets

$692M

Previous: $701M-1.3%

Revenue & EPS history

Johnson Outdoors · Revenue · Quarterly

$176M

Q2 2024-13%vs Q2 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

The company is investing in marketing and promotions, supporting new product launches, improving cost structure, and reducing inventory levels to position itself for long-term marketplace success.

Tailwinds

  • Investing in marketing and promotions.
  • Supporting new product launches like the Minn Kota Quest trolling motor line.
  • Improving cost structure.
  • Reducing inventory levels.
  • Focusing on innovation and strengthening brands.

Headwinds

  • Challenging marketplace conditions.
  • Increased competitive pressure.
  • Decline in Camping segment due to divestiture of Military and Commercial Tents business.
  • Diving sales impacted by geopolitical issues affecting travel.
  • Unfavorable overhead absorption and promotional price reductions affecting gross margin.

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 2024

Historical avgQ2 2024

+0.2%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.3%

Avg return

30 days after

41%

26 / 64 earnings

Positive

+18.0%

Q4 2022

Best reaction

-17.8%

Q1 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.4%-26.2%-16.5%
Q1 2026-3.1%+1.0%-5.4%
Q4 2025-0.5%+1.9%+2.4%
Q2 2025+3.0%+1.9%+14.6%
Q1 2025-9.0%-10.6%-20.3%
Q4 2024+2.3%+10.9%-0.2%
Q3 2024-10.3%-10.5%-9.6%
Q2 2024-11.7%-10.9%-14.6%
Q1 2024-3.5%-3.7%+0.3%
Q4 2023-14.9%-13.9%-11.0%
Q3 2023+1.9%+2.2%-1.9%
Q2 2023+5.0%+6.1%+4.1%
Q1 2023-9.5%-8.3%-11.0%
Q4 2022+18.0%+17.3%+18.1%
Q3 2022-1.1%-0.3%-12.4%
Q2 2022-17.0%-13.6%-13.0%
Q1 2022-2.5%+1.3%-4.3%
Q4 2021+0.3%+2.2%-6.2%
Q3 2021+3.4%+0.4%-4.4%
Q2 2021-7.4%-11.7%-15.6%
Q1 2021+7.9%+7.8%+17.7%
Q4 2020+8.2%+8.9%+29.6%
Q3 2020-3.9%-6.8%-10.0%
Q2 2020+8.1%+11.1%+31.6%
Q1 2020-2.0%-3.2%-18.3%
Q4 2019+17.6%+16.7%+16.7%
Q3 2019-4.5%-9.9%-15.8%
Q2 2019+11.5%+7.8%-4.0%
Q1 2019-2.0%-3.4%+7.0%
Q4 2018-6.0%-11.1%-12.6%
Q3 2018+15.6%+18.7%+27.3%
Q2 2018+12.6%+16.2%+18.0%
Q1 2018+11.4%+10.2%+3.6%
Q4 2017-13.0%-16.6%-13.5%
Q3 2017+9.7%+11.7%+20.7%
Q2 2017+16.1%+29.7%+25.9%
Q1 2017-7.7%-8.5%-0.4%
Q4 2016-15.3%-16.3%-20.3%
Q3 2016-8.3%-6.6%+15.4%
Q2 2016+13.3%
Q1 2016-3.2%
Q4 2015-3.9%
Q3 2015+15.2%
Q2 2015-1.3%
Q1 2015-5.1%
Q4 2014-0.5%
Q3 2014+5.5%
Q2 2014-2.1%
Q1 2014-17.8%
Q4 2013-4.0%
Q3 2013+3.8%
Q2 2013-2.3%
Q1 2013+0.4%
Q4 2012-1.0%
Q3 2012-0.8%
Q2 2012-5.2%
Q1 2012+7.0%
Q4 2011-5.1%
Q3 2011+13.1%
Q2 2011+5.6%
Q1 2010+4.5%
Q4 2010-1.1%
Q3 2010-1.3%
Q2 2010+0.0%

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