NASDAQ$MNRO

Monro Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Monro's sales decreased due to the divestiture of wholesale tire and distribution assets, while comparable store sales increased, driven by strong performance in small or underperforming stores.

Monro, Inc. reported a decrease in sales by 1.9% to $335.2 million for the third quarter of fiscal year 2023, primarily due to the divestiture of its Wholesale tire and distribution assets. However, comparable store sales increased by 5.6%, driven by a significant increase in small or underperforming stores. Diluted EPS was reported at $0.41, with an adjusted diluted EPS of $0.43.

  • Sales decreased by 1.9% to $335.2 million due to the divestiture of Wholesale tire and distribution assets.
  • Comparable store sales increased by 5.6%, with a notable 12% increase in small or underperforming stores.
  • Diluted EPS was $0.41, and adjusted diluted EPS was $0.43.
  • The company repurchased approximately 584,000 shares of its common stock during the quarter.

Headline financials

Total Revenue

$335M

Previous: $342M-1.9%
EPS (adj)

$0.43

Previous: $0.49-12.2%
Gross margin

33.8%

Previous: 35.3%-4.2%
Capital Expenditures

-$28.5M

Previous: -$17.4M-63.6%
Free Cash Flow

$143M

Previous: $110M+29.9%
Net Income

$13M

Previous: $16.3M-20.0%
Operating Income

$23.8M

Previous: $27.4M-13.1%
Gross Profit

$113M

Previous: $121M-5.9%
Cash & Equivalents

$13M

Previous: $9.51M+36.6%
Total Assets

$1.8B

Previous: $1.89B-4.8%
Stock-Based Comp

$1.16M

Previous: $1.26M-8.2%

Revenue & EPS history

Monro · Revenue · Quarterly

$335M

Q3 2023-1.9%vs Q3 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 Q3 2023

Historical avgQ3 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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