NASDAQ$SNDL

SNDL Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

SNDL Q4 2024: record CAD 257.7M revenue (+3.7%), cannabis up 16.5%, net loss CAD 96.2M

SNDL Inc. reported Q4 and full-year 2024 results for the period ended December 31, 2024, with all figures in Canadian dollars. Q4 net revenue reached a record CAD 257.7 million, up 3.7% year over year, driven by 16.5% growth in the combined cannabis business partly offset by legal retail declines. Gross profit was a record CAD 68.8 million (+20.0% YoY) with gross margin expansion. The company reported an operating loss of CAD 76.1 million and a net loss of CAD 96.2 million, reflecting a CAD 65.7 million SunStream fair-value adjustment, a CAD 15.0 million Spiritleaf intangible write-off, and CAD 0.6 million restructuring charges. Excluding CAD 81.3 million of exceptional items, underlying operating income would have been positive. Free cash flow was positive CAD 11.6 million in Q4 and CAD 8.9 million for the full year.

  • Q4 net revenue of CAD 257.7 million (+3.7% YoY) was a company record; full-year revenue reached CAD 920.4 million.
  • Combined cannabis revenue grew 16.5% in Q4 and 10.6% for the full year.
  • Gross profit hit a record CAD 68.8 million (+20.0% YoY) with margin improvement to 26.7%.
  • Net loss of CAD 96.2 million driven by SunStream fair-value and Spiritleaf intangible charges totaling CAD 81.3 million.
  • Q4 free cash flow was positive CAD 11.6 million; full-year free cash flow was CAD 8.9 million.

Headline financials

Total Revenue

C$258M

Previous: C$248M+3.7%
EPS

-C$0.18

Previous: -C$0.32+43.0%
Gross margin

26.7%

No prior period
Free cash flow

C$11.6M

No prior period
Capital Expenditures

-C$2.21M

No prior period
Net Income

-C$96.2M

No prior period
Operating Income

-C$76.1M

No prior period
Gross Profit

C$68.8M

No prior period
R&D Expense

C$88.7K

No prior period

Revenue & EPS history

SNDL · Revenue · Quarterly

C$258M

Q4 2024+3.7%vs Q4 2023
Beat estimate in 6 of 10 quarters(60%)
ActualEstimate

Revenue by segment

SNDL · C$211M total across 3 segments · Q4 2026

  • Liquor retail
    C$104M
  • Cannabis Retail
    C$77.3M
  • Cannabis Operations
    C$29.4M

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 Q4 2024

Historical avgQ4 2024

+0.4%

Avg return

Earnings day

-3.1%

Avg return

5 days after

-1.5%

Avg return

30 days after

44%

12 / 27 earnings

Positive

+57.6%

Q1 2020

Best reaction

-38.5%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+1.3%-3.4%-0.0%
Q3 2025-14.8%-18.7%-19.6%
Q2 2025+19.9%+15.3%+86.1%
Q1 2025-5.4%-12.1%-14.8%
Q4 2024+3.2%+1.9%-9.7%
Q3 2024-4.6%-8.3%-12.0%
Q2 2024-7.0%-8.6%-10.9%
Q1 2024-6.5%+6.5%-17.1%
Q4 2023+14.4%+28.8%+22.2%
Q3 2023+7.0%+3.5%+3.5%
Q2 2023-0.6%-1.9%-7.1%
Q1 2023-3.6%+4.1%-17.2%
Q4 2022-3.5%+3.5%+18.7%
Q3 2022+3.1%+0.0%-8.8%
Q2 2022+14.4%+7.2%-1.1%
Q1 2022+13.8%+8.3%-21.1%
Q4 2021+1.0%-3.8%-22.4%
Q3 2021+35.7%+23.2%-13.6%
Q2 2021-7.1%-11.6%-10.5%
Q1 2021-4.0%-3.4%+40.7%
Q4 2020-3.3%-13.9%-43.9%
Q3 2020-35.2%-40.2%+15.5%
Q2 2020-18.2%-22.2%-45.6%
Q1 2020+57.6%+43.2%+150.6%
Q4 2019-38.5%-54.7%-52.0%
Q3 2019-14.4%-26.2%-33.9%
Q2 2019+6.6%+0.6%-15.8%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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