NYSE$CPRI

Capri Holdings Ltd · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Second quarter results were impacted by macro-economic headwinds and Ecommerce implementation challenges.

Capri Holdings' second quarter results were below expectations due to macro-economic headwinds and Ecommerce implementation challenges. Total revenue decreased by 8.6% to $1.29 billion, and adjusted earnings per share were $1.13.

  • Revenue decreased 8.6% on a reported basis and 10.1% in constant currency.
  • Adjusted operating margin was 12.2%.
  • Adjusted earnings per share were $1.13.
  • 11.4 million new consumers were added across databases, representing 15% growth over the last year.

Headline financials

Total Revenue

$1.29B

Previous: $1.41B-8.6%
EPS (adj)

$1.13

Previous: $1.79-36.9%
Adjusted operating margin

12.2%

Previous: 19.8%-38.4%
Capital Expenditures

-$90M

Previous: -$86M-4.7%
Free Cash Flow

-$187M

Previous: -$47M-297.9%
Net Income

$90M

Previous: $224M-59.8%
Operating Income

$100M

Previous: $252M-60.3%
Gross Profit

$832M

Previous: $951M-12.5%
Cash & Equivalents

$238M

Previous: $215M+10.7%
Total Assets

$7.35B

Previous: $7.2B+2.0%
Stock-Based Comp

$17M

Previous: $16M+6.3%

Revenue & EPS history

Capri · Revenue · Quarterly

$1.29B

Q2 2024-8.6%vs Q2 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Capri · $1.01B total across 2 segments · Q2 2024

  • Michael Kors
    $879M-8.6%
  • Jimmy Choo
    $132M-7.0%

Forward guidance

Given the proposed merger transaction of Capri Holdings Limited by Tapestry, Inc., the Company does not intend to provide financial guidance.

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 2024

Historical avgQ2 2024

+2.4%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+3.3%

Avg return

30 days after

59%

34 / 58 earnings

Positive

+53.5%

Q1 2024

Best reaction

-25.5%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-13.4%-12.8%-19.2%
Q2 2026-0.0%+6.7%+33.5%
Q1 2026+14.3%+6.7%+16.9%
Q4 2025+3.1%-0.9%+0.2%
Q3 2025-10.1%-8.5%-13.1%
Q2 2025-6.7%-11.9%+1.3%
Q1 2025-4.2%-6.2%+9.1%
Q4 2024-1.2%+0.5%-3.4%
Q3 2024+1.3%+1.8%+1.2%
Q2 2024-2.3%-1.5%+0.5%
Q1 2024+53.5%+50.0%+52.5%
Q4 2023-13.0%-9.8%-9.3%
Q3 2023-25.5%-22.8%-35.4%
Q2 2023+4.5%+10.9%+21.5%
Q1 2023-1.8%+1.2%-5.3%
Q4 2022+0.6%+4.8%-15.4%
Q3 2022+4.9%+5.4%-11.3%
Q2 2022+19.9%+16.6%+10.8%
Q1 2022+14.2%+16.6%+16.7%
Q4 2021+6.6%+7.1%+6.3%
Q3 2021+6.6%+9.0%+11.6%
Q2 2021+7.2%+20.8%+68.1%
Q1 2021+7.2%+20.1%+22.2%
Q4 2020-2.6%+0.5%-4.2%
Q3 2020+1.9%-2.2%-25.5%
Q2 2020+4.5%+6.7%+11.9%
Q1 2020+3.5%-5.5%-11.1%
Q4 2019-13.1%-12.5%-10.8%
Q3 2019+8.2%+4.5%+0.1%
Q2 2019-12.8%-16.9%-29.5%
Q1 2019+10.3%+8.9%+10.3%
Q4 2018-15.9%-11.2%-2.4%
Q3 2018-8.3%-7.0%-6.2%
Q2 2018+14.7%+14.9%+25.7%
Q1 2018+23.0%+20.0%+13.8%
Q4 2017-8.8%-4.9%-0.1%
Q3 2017-8.3%-7.0%-11.7%
Q2 2017-1.0%-6.5%-1.6%
Q1 2017-2.0%-0.3%-4.7%
Q4 2016+11.2%+16.1%+17.2%
Q3 2016+27.9%
Q2 2016+10.6%
Q1 2016+11.0%
Q4 2015-24.4%
Q3 2015+0.9%
Q2 2015-7.2%
Q1 2015-3.3%
Q4 2014-3.6%
Q3 2014+19.1%
Q2 2014+6.3%
Q1 2014+2.4%
Q4 2013+6.0%
Q3 2013+7.6%
Q2 2013-4.9%
Q1 2013+16.6%
Q4 2012+1.7%
Q4 2011+1.7%
Q4 2010+1.7%
Q1 2012

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