NASDAQ$MCW

Mister Car Wash Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Mister Car Wash's financial performance remained solid with revenue growth and UWC membership increase.

Mister Car Wash reported a 5.2% increase in net revenues, reaching $236.9 million. The Unlimited Wash Club (UWC) memberships grew by 12.2%, and comparable store sales increased by 0.3%. The company opened nine new greenfield locations and acquired one location, expanding its total car wash locations to 449. Net income was reported at $27.1 million, or $0.08 per diluted share.

  • Net revenues increased by 5.2% to $236.9 million compared to Q2 2022.
  • Comparable stores sales increased 0.3% compared to a 2.4% increase in Q2 2022.
  • UWC Memberships increased by 12.2% with 2.1 million members as of June 30, 2023.
  • Opened nine new greenfield locations and acquired one location, bringing the total to 449 locations.

Headline financials

Total Revenue

$237M

Previous: $225M+5.2%
EPS (adj)

$0.08

Previous: $0.11-27.3%
Comparable-Store Sales Growth

0.3%

Previous: 2.4%-87.5%
UWC Sales Mix

69.4%

Previous: 66.2%+4.8%
UWC Members

2.1M

Previous: 1.8M+14.1%
Total Locations

449

Previous: 409+9.8%
Capital Expenditures

-$128M

Previous: -$76.4M-67.4%
Free Cash Flow

-$101M

Previous: -$40.7M-147.3%
Net Income

$27.1M

Previous: $35.7M-23.9%
Operating Income

$52.6M

Previous: $54.3M-3.1%
Gross Profit

$166M

Previous: $156M+6.6%
Cash & Equivalents

$136M

Previous: $37.7M+260.8%
Total Assets

$2.83B

Previous: $2.56B+10.5%
Stock-Based Comp

$5.99M

Previous: $5.98M+0.2%

Revenue & EPS history

Mister Car Wash · Revenue · Quarterly

$237M

Q2 2023+5.2%vs Q2 2022
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

The Company revises the guidance previously provided for the fiscal year ending December 31, 2023:

Tailwinds

  • Net revenues $913 to $936 million
  • Comparable stores sales growth % -1.0% to 1.0%
  • Adjusted net income $94 to $103 million
  • Adjusted EBITDA $270 to $283 million
  • Diluted adjusted net income per share $0.28 to $0.32

Headwinds

  • Net revenues previous $925 to $960 million
  • Comparable stores sales growth % previous 0.0% to 3.0%
  • Adjusted net income previous $100 to $115 million
  • Adjusted EBITDA previous $277 to $297 million
  • Diluted adjusted net income per share previous $0.30 to $0.35

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+1.5%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+0.2%

Avg return

30 days after

48%

11 / 23 earnings

Positive

+26.1%

Q3 2023

Best reaction

-15.0%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%-0.4%
Q4 2025+16.5%+16.3%+15.8%
Q3 2025+8.4%+5.2%+2.7%
Q2 2025-5.9%-8.6%-7.0%
Q1 2025+9.2%+9.8%+3.2%
Q4 2024-1.6%-0.9%+6.6%
Q3 2024+15.9%+22.5%+23.5%
Q2 2024-4.6%-10.8%-15.2%
Q1 2024+4.3%+14.2%+5.1%
Q1 2021-1.2%+5.5%-2.8%
Q4 2023-13.4%-14.4%-15.9%
Q3 2023+26.1%+26.5%+54.6%
Q2 2023-15.0%-19.5%-17.5%
Q1 2023+0.7%+2.9%-6.7%
Q4 2022+4.0%+2.0%-7.7%
Q3 2022+21.9%+14.9%+13.4%
Q2 2022-11.6%-6.1%-13.3%
Q1 2022-6.8%-3.4%-2.2%
Q4 2021+0.6%-0.3%-7.5%
Q3 2020+2.1%-4.6%-1.4%
Q3 2021-5.0%-3.0%-4.9%
Q4 2020-8.9%-6.1%-9.5%
Q2 2021-1.7%-9.3%-8.5%
Q2 2020
Q1 2020

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