NYSE$KLG

WK Kellogg Co · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

WK Kellogg Co announced third quarter financial results and raised 2024 adjusted EBITDA guidance.

WK Kellogg Co reported a decrease in reported net sales by 0.4% year-over-year but an increase in adjusted net sales by 0.7% year-over-year. The company's adjusted EBITDA grew by 27.5% year-over-year. The company reaffirms 2024 adjusted net sales growth guidance and raises 2024 adjusted EBITDA growth guidance range to 5% to 6%.

  • Reported net sales decreased 0.4% year-over-year.
  • Adjusted net sales increased 0.7% year-over-year when compared to standalone adjusted net sales.
  • Reported net income (loss) decreased 126.2% year-over-year.
  • Adjusted EBITDA grew 27.5% year-over-year when compared to standalone adjusted EBITDA.

Headline financials

Total Revenue

$689M

Previous: $692M-0.4%
EPS (adj)

$0.31

Previous: $0.49-36.7%
Capital Expenditures

-$49M

Previous: $33M-248.5%
Net Income

-$11M

Previous: $42M-126.2%
Operating Income

-$6M

Previous: $17M-135.3%
Gross Profit

$194M

Previous: $196M-1.0%
Stock-Based Comp

$5M

Previous: $1M+400.0%

Revenue & EPS history

Kellogg's · Revenue · Quarterly

$689M

Q3 2024-0.4%vs Q3 2023
Beat estimate in 2 of 7 quarters(29%)
ActualEstimate

Forward guidance

WK Kellogg Co is reaffirming 2024 adjusted Net Sales growth guidance and raising 2024 adjusted EBITDA growth guidance.

Tailwinds

  • 2024 Adjusted EBITDA growth is now projected to be in the range of 5.0% to 6.0%, up from 3.0% to 5.0%

Headwinds

  • 2024 Adjusted Net Sales growth is projected to be at the lower end of the guidance range, (1.0)% to 1.0%

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 Q3 2024

Historical avgQ3 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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