NYSE$KLG

WK Kellogg Co · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

WK Kellogg Co's second quarter results were announced, revealing a slight year-over-year decline in net sales but an increase in net income, alongside updates to its supply chain modernization plan.

WK Kellogg Co reported a 3.9% decline in reported net sales and a 2.7% decline in adjusted net sales year-over-year. Reported net income increased by 14.8%, while adjusted EBITDA decreased by 11.4%. The company reaffirmed its 2024 adjusted net sales and adjusted EBITDA guidance, expecting net sales to be at the lower end of the range. Additionally, WK Kellogg Co announced further details of its supply chain modernization plan.

  • Net sales declined by 3.9% year-over-year.
  • Net income increased by 14.8% year-over-year.
  • Adjusted EBITDA decreased by 11.4% year-over-year.
  • Company reaffirms 2024 adjusted net sales and adjusted EBITDA guidance.

Headline financials

Total Revenue

$672M

Previous: $700M-4.0%
EPS (adj)

$0.36

Previous: $0.34+5.9%
Capital Expenditures

-$38M

Previous: $29M-231.0%
Net Income

$31M

Previous: $29M+6.9%
Operating Income

$47M

Previous: $30M+56.7%
Gross Profit

$193M

Previous: $192M+0.5%
Stock-Based Comp

$5M

Previous: $1M+400.0%

Revenue & EPS history

Kellogg's · Revenue · Quarterly

$672M

Q2 2024-4%vs Q2 2023
Beat estimate in 2 of 7 quarters(29%)
ActualEstimate

Forward guidance

WK Kellogg Co reaffirms the 2024 financial guidance provided on its fourth quarter 2023 earnings call and now expects 2024 adjusted net sales to be at the lower end of the guidance range.

Tailwinds

  • 2024 Adjusted Net Sales growth is projected to be (1.0)% to 1.0%
  • 2024 Adjusted EBITDA growth is projected to be 3.0% to 5.0%

Historical earnings impact

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

Avg. return before/after earnings

Based on 10 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.3%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+8.2%

Avg return

30 days after

31%

4 / 13 earnings

Positive

+14.2%

Q4 2023

Best reaction

-6.7%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025-0.0%-0.8%-1.0%
Q1 2025+3.2%-2.1%-10.0%
Q4 2024+3.9%+21.3%+23.1%
Q3 2024+7.2%+4.2%+21.2%
Q2 2023-4.1%-2.0%+6.3%
Q2 2024-4.1%-2.0%+6.3%
Q1 2024-6.7%-5.7%-22.4%
Q1 2023-6.7%-5.7%-22.4%
Q1 2022+0.0%+8.7%+38.6%
Q4 2023+14.2%+20.0%+26.5%
Q4 2022-1.0%+1.9%+13.3%
Q3 2023-1.0%+1.9%+13.3%
Q3 2022-1.0%+1.9%+13.3%
Q2 2022

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