NASDAQ$WING

Wingstop Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Wingstop's Q4 2022 performance was marked by significant revenue and net income growth, driven by strong system-wide sales and same store sales increases.

Wingstop Inc. reported strong financial results for the fiscal fourth quarter and full year 2022, which benefited from a 53rd week compared to fiscal 2021. Key highlights include a 28.9% increase in system-wide sales, an 8.7% increase in domestic same store sales, and a 155.2% increase in net income for the fiscal fourth quarter 2022.

  • System-wide sales increased by 28.9% to $775.7 million.
  • Domestic same store sales grew by 8.7%.
  • Net income increased by 155.2% to $17.6 million, or $0.59 per diluted share.
  • Total revenue increased by 45.6% to $104.9 million.

Headline financials

Total Revenue

$105M

Previous: $72M+45.6%
EPS (adj)

$0.60

Previous: $0.24+150.0%
Domestic AUV

$1.6M

Previous: $1.59M+0.5%
Domestic same store sales growth

8.7%

Previous: 7.5%+16.0%
Capital Expenditures

$4.98M

Previous: $11.5M-56.6%
Free Cash Flow

$18.1M

Previous: -$16.6M+208.7%
Net Income

$17.6M

Previous: $6.9M+155.1%
Operating Income

$28.9M

Previous: $14.2M+103.1%
Gross Profit

$50.5M

Previous: $34.9M+44.9%
Cash & Equivalents

$184M

Previous: $48.6M+279.8%
Total Assets

$424M

Previous: $249M+70.2%
Stock-Based Comp

$2.08M

Previous: $2.81M-25.9%

Revenue & EPS history

Wingstop · Revenue · Quarterly

$105M

Q4 2022+45.6%vs Q4 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Wingstop · $105M total across 3 segments · Q4 2022

  • Royalty revenue, franchise fees and other
    $47.1M+42.4%
  • Advertising fees
    $35.3M+61.7%
  • Company-owned restaurant sales
    $22.4M+31.2%

Forward guidance

Wingstop is reaffirming its three- to five-year outlook of mid-single digit domestic same store sales growth. Additionally, the Company expects the following for 2023, which is a 52-week fiscal year: Approximately 240 global net new units; SG&A of between $82.0 - $84.0 million; Stock-based compensation expense of between $11.5 - $12.5 million; and Depreciation and amortization of between $14.0 - $15.0 million.

Tailwinds

  • Reaffirming mid-single digit domestic same store sales growth outlook.
  • Expects approximately 240 global net new units.
  • SG&A of between $82.0 - $84.0 million.
  • Stock-based compensation expense of between $11.5 - $12.5 million.
  • Depreciation and amortization of between $14.0 - $15.0 million.

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 2022

Historical avgQ4 2022

+2.7%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+3.5%

Avg return

30 days after

63%

31 / 49 earnings

Positive

+26.6%

Q2 2022

Best reaction

-22.0%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%-13.0%-9.3%
Q4 2025+10.8%-1.4%-25.4%
Q3 2025+10.8%+11.3%+22.8%
Q1 2025+14.5%+16.8%+48.2%
Q4 2024-13.4%-22.7%-29.6%
Q3 2024-22.0%-19.5%-10.9%
Q2 2024-1.3%-6.4%+2.5%
Q1 2024-0.8%+2.9%-4.2%
Q4 2023+3.0%+7.7%+9.8%
Q3 2023+8.7%+13.0%+32.8%
Q2 2023-1.7%-0.9%-5.7%
Q1 2023+4.1%+3.6%-0.8%
Q4 2022+4.8%+4.2%+10.9%
Q3 2022+17.5%+17.5%+15.3%
Q2 2022+26.6%+24.3%+16.1%
Q1 2022-1.4%-9.4%-12.4%
Q4 2021-1.5%-15.3%-16.7%
Q3 2021-2.6%+1.1%-7.7%
Q2 2021+2.5%+0.5%+1.1%
Q1 2021+6.7%+8.0%-3.7%
Q4 2020-16.0%-20.9%-20.8%
Q3 2020+1.6%+13.7%+8.3%
Q2 2020+19.1%+22.0%+23.6%
Q1 2020+1.7%+4.6%-0.8%
Q4 2019-0.5%-4.2%-44.4%
Q3 2019-0.3%-8.0%-4.4%
Q2 2019-3.2%-1.3%+4.8%
Q1 2019+3.7%+3.6%+16.8%
Q4 2018+0.6%-1.2%+14.8%
Q3 2018-6.7%-7.1%-4.7%
Q2 2018+20.6%+20.6%+36.4%
Q1 2018+10.7%+12.7%+4.1%
Q4 2017-3.0%-0.1%+3.0%
Q3 2017+10.4%+8.7%+17.5%
Q2 2017+5.2%+6.7%+8.9%
Q1 2017+10.7%+5.8%+0.3%
Q4 2016-3.7%-6.8%+4.7%
Q3 2016+1.5%-1.5%+17.6%
Q2 2016+11.6%+16.8%+17.2%
Q1 2015+2.3%
Q1 2016+1.4%
Q4 2013+0.2%
Q1 2014+0.2%
Q4 2015+4.2%
Q3 2014-5.8%
Q3 2015-0.5%
Q2 2014+0.4%
Q4 2014+0.4%
Q2 2015+0.7%

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