NASDAQ$WW

Weight Watchers International Inc. · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Announced results for the fourth quarter and full year fiscal 2019 and provided full year fiscal 2020 guidance.

WW International, Inc. reported Q4 2019 revenues of $333 million and EPS of $0.42. The company's end-of-period subscribers reached 4.2 million, an 8% increase year-over-year.

  • End of Period Subscribers increased 8% year-over-year, reaching 4.2 million.
  • Q4 2019 revenues totaled $333 million.
  • Q4 2019 EPS was $0.42.
  • Total Paid Weeks in Q4 2019 were up 5.7% versus the prior year period, driven by growth in all major geographic markets.

Headline financials

Total Revenue

$333M

Previous: $330M+0.7%
EPS (adj)

$0.42

Previous: $0.63-33.3%
End of Period Subscribers

4.2M

Previous: 3.9M+7.7%
Capital Expenditures

$6.68M

Previous: $7.12M-6.2%
Free Cash Flow

$24M

Previous: $33.8M-29.0%
Net Income

$29.4M

Previous: $43.8M-32.9%
Operating Income

$65.9M

Previous: $80.3M-18.0%
Gross Profit

$175M

Previous: $185M-5.4%
Cash & Equivalents

$183M

Previous: $237M-22.9%
Total Assets

$1.5B

Previous: $1.41B+5.9%
Stock-Based Comp

$5.54M

Previous: $4.84M+14.5%

Revenue & EPS history

Weight Watchers · Revenue · Quarterly

$333M

Q4 2019+0.7%vs Q4 2018
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Weight Watchers · $203M total across 1 segment · Q3 2023

  • Subscription Revenues
    $203M

Forward guidance

The Company is providing its full year fiscal 2020 revenue guidance of approaching $1.6 billion and earnings guidance of between $2.15 and $2.40 per fully diluted share.

Tailwinds

  • Revenues approaching $1.6 billion
  • EPS range of $2.15 to $2.40

Headwinds

  • Fiscal 2020 includes a 53rd week, which bridges the last week of December 2020 and the first week of January 2021 (ending on January 2, 2021).
  • The Company’s full year EPS guidance incorporates an expected $0.06 per fully diluted share negative impact from seasonally high marketing activity in the 53rd week.

Historical earnings impact

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

Avg. return before/after earnings

Based on 3 quarterly earnings reports

Historical avg

-1.5%

Avg return

Earnings day

-16.3%

Avg return

5 days after

-12.9%

Avg return

30 days after

45%

29 / 64 earnings

Positive

+63.1%

Q4 2022

Best reaction

-44.1%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-22.5%-18.2%+37.4%
Q4 2025+0.7%-16.2%-48.7%
Q3 2025+4.0%-14.4%-27.4%
Q1 2025-44.1%
Q4 2024-19.9%
Q3 2024-11.2%
Q2 2024-20.9%
Q1 2024+14.2%
Q4 2023-14.5%
Q3 2023-8.5%
Q2 2023-24.9%
Q1 2023+25.9%
Q4 2022+63.1%
Q3 2022-2.6%
Q2 2022-21.3%
Q1 2022+0.8%
Q4 2021+1.3%
Q3 2021+3.4%
Q2 2021-21.3%
Q1 2021+33.0%
Q3 2020-4.4%
Q2 2020-9.1%
Q1 2020+18.5%
Q4 2019-15.3%
Q3 2019-11.6%
Q2 2019+40.0%
Q1 2019+15.4%
Q4 2018-34.1%
Q3 2018-27.2%
Q2 2018-14.2%
Q1 2018-4.0%
Q4 2017-5.6%
Q3 2017+13.9%
Q2 2017+24.6%
Q1 2017+8.7%
Q4 2016+40.2%
Q3 2016+7.2%
Q2 2016-0.2%
Q1 2016+1.7%
Q4 2015-28.3%
Q3 2015+38.7%
Q2 2015+21.1%
Q1 2015-12.6%
Q4 2014-35.6%
Q3 2014-9.1%
Q2 2014+9.4%
Q1 2014+15.5%
Q4 2013-25.5%
Q3 2013-18.7%
Q2 2013-19.9%
Q1 2013+1.1%
Q4 2012-16.7%
Q3 2012+15.8%
Q2 2012-15.7%
Q1 2012+0.6%
Q4 2011-1.9%
Q3 2011+5.1%
Q2 2011+1.9%
Q4 2009-0.2%
Q1 2011+1.1%
Q3 2010+2.8%
Q2 2010-0.6%
Q4 2010-0.6%
Q1 2010-1.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro