NASDAQ$MNRO

Monro Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Monro's sales decreased due to the divestiture of wholesale tire and distribution assets, while comparable store sales saw a slight increase.

Monro, Inc. reported a decrease in sales for the second quarter of fiscal year 2023, primarily due to the divestiture of its Wholesale tire and distribution assets. However, comparable store sales increased slightly, driven by strong performance in small or underperforming stores. The company is focused on strategic initiatives to improve performance and capture market share.

  • Sales decreased by 5.1% to $329.8 million due to the divestiture of Wholesale tire and distribution assets.
  • Comparable store sales increased by 1.3%, driven by a 10% increase in approximately 300 small or underperforming stores.
  • Diluted EPS was reported at $0.40, with an adjusted diluted EPS of $0.43.
  • Gross margin decreased by 220 basis points to 35.4% due to a higher mix of tire sales and parts inflation.

Headline financials

Total Revenue

$330M

Previous: $348M-5.1%
EPS (adj)

$0.43

Previous: $0.62-30.6%
Comparable Store Sales

1.3%

No prior period
Gross margin

35.4%

Previous: 37.6%-5.9%
Capital Expenditures

-$19.6M

Previous: -$10M-95.0%
Free Cash Flow

$101M

Previous: $92.3M+9.1%
Net Income

$13.1M

Previous: $21M-37.5%
Operating Income

$23.5M

Previous: $34.5M-31.9%
Gross Profit

$117M

Previous: $131M-10.7%
Cash & Equivalents

$9.79M

Previous: $6.64M+47.4%
Total Assets

$1.79B

Previous: $1.85B-3.5%
Stock-Based Comp

$1.89M

Previous: $1.12M+69.3%

Revenue & EPS history

Monro · Revenue · Quarterly

$330M

Q2 2023-5.1%vs Q2 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

Monro is not providing fiscal 2023 financial guidance at this time but will provide perspective on its outlook for fiscal 2023 during its earnings conference call.

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

-1.1%

Avg return

Earnings day

-2.0%

Avg return

5 days after

-2.1%

Avg return

30 days after

42%

27 / 64 earnings

Positive

+31.4%

Q4 2025

Best reaction

-20.3%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026+0.2%-7.0%+7.5%
Q2 2026-16.6%-16.8%+3.5%
Q1 2026-20.3%-11.6%+1.6%
Q4 2025+31.4%+22.2%+14.9%
Q3 2025-7.7%-15.6%-19.1%
Q2 2025+2.3%+3.2%+5.0%
Q1 2025+11.4%+4.5%+4.0%
Q4 2024-9.4%-8.6%-11.0%
Q3 2024+5.3%+6.9%+8.2%
Q2 2024+4.3%+0.9%+18.4%
Q1 2024-6.4%-6.5%-15.1%
Q4 2023-8.8%-11.4%-19.3%
Q3 2023+11.9%+8.3%+12.3%
Q2 2023-6.3%-1.7%-5.0%
Q1 2023+8.7%+10.9%+3.8%
Q4 2022-11.1%-1.0%-8.4%
Q3 2022-12.8%-14.1%-18.8%
Q2 2022+6.2%+7.5%+0.1%
Q1 2022-6.7%-9.5%-12.3%
Q4 2021-3.2%-5.1%-7.4%
Q3 2021+2.1%+8.0%+9.2%
Q2 2021-1.6%-4.3%+10.5%
Q1 2021-5.8%-4.4%-23.6%
Q4 2020-11.2%-11.8%-13.6%
Q3 2020-10.8%-12.4%-20.2%
Q2 2020-14.9%-12.4%-9.4%
Q1 2020+0.7%+3.5%-7.0%
Q4 2019+4.7%+2.3%+8.6%
Q3 2019+1.0%+6.1%+7.7%
Q2 2019+15.2%+14.1%+20.2%
Q1 2019-4.9%+0.3%+4.8%
Q4 2018-7.0%-1.9%+8.0%
Q3 2018-7.1%-9.7%-16.2%
Q2 2018-3.6%-1.2%-3.4%
Q1 2018+14.0%+9.4%+4.5%
Q4 2017+0.7%-2.0%-8.3%
Q3 2017-8.0%-8.8%-4.8%
Q2 2017-3.5%-6.1%-3.4%
Q1 2017-1.2%-3.0%-9.8%
Q4 2016-6.4%
Q3 2016+2.9%
Q2 2016+4.0%
Q1 2016-1.4%
Q4 2015-4.7%
Q3 2015-3.9%
Q2 2015-3.6%
Q1 2015+0.1%
Q4 2014+6.6%
Q3 2014+0.3%
Q2 2014-1.0%
Q1 2014+1.0%
Q4 2013+10.1%
Q3 2013-4.6%
Q2 2013+1.4%
Q1 2013+0.2%
Q4 2010-1.9%
Q4 2012-1.9%
Q3 2012+4.2%
Q3 2011+4.2%
Q2 2012-1.2%
Q4 2011-1.2%
Q1 2012-2.3%
Q2 2011-2.3%
Q1 2011-2.3%

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