NYSE$LZB

La-Z-Boy Incorporated · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

La-Z-Boy reported record sales and operating income for the fiscal 2022 fourth quarter.

La-Z-Boy Incorporated reported record sales and operating income for the fiscal 2022 fourth quarter, driven by strong consumer demand, global supply chain challenges, and macroeconomic uncertainty. Consolidated sales increased by 32% to $685 million, and GAAP diluted EPS increased to $1.33.

  • Consolidated sales increased 32% to a record $685 million.
  • Retail segment sales increased 20% to $233 million, achieving record sales and operating profit.
  • Joybird sales increased 40% to a record $53 million.
  • GAAP diluted EPS increased to $1.33 versus $0.81 in the prior-year quarter.

Headline financials

Total Revenue

$685M

Previous: $519M+31.8%
EPS (adj)

$1.07

Previous: $0.87+23.0%
Capital Expenditures

$18M

Previous: $11.2M+60.1%
Free Cash Flow

$15.8M

Previous: $48.8M-67.6%
Net Income

$57.6M

Previous: $38M+51.8%
Operating Income

$78.8M

Previous: $50.1M+57.4%
Gross Profit

$271M

Previous: $222M+22.1%
Cash & Equivalents

$246M

Previous: $391M-37.2%
Total Assets

$1.93B

Previous: $1.79B+8.2%
Stock-Based Comp

$2.97M

Previous: $3.56M-16.5%

Revenue & EPS history

La-Z-Boy · Revenue · Quarterly

$685M

Q4 2022+31.8%vs Q4 2021
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

La-Z-Boy · $616M total across 3 segments · Q2 2024

  • Wholesale Segment
    $365M-18.2%
  • Retail Segment
    $214M-15.0%
  • Corporate and Other
    $36.2M-17.0%

Forward guidance

La-Z-Boy expects delivered sales for the fiscal 2023 first quarter to be up 7% to 10% versus the first quarter of fiscal 2022, in a range of $560 million to $575 million, and consolidated non-GAAP operating margin to be in a range of 6.5% to 7.5%.

Tailwinds

  • Leveraging manufacturing investments to service large backlog.
  • Increasing investments in marketing to drive demand.
  • Controlling the controllables.
  • Improving agility to navigate global supply chain disruptions.
  • Strong brands to leverage their power in the marketplace.

Headwinds

  • Current macroeconomic and geopolitical uncertainty.
  • Effect on consumer sentiment.
  • Demand trends likely to remain volatile.
  • Global supply chain disruptions.
  • Uncertainty about consumer demand.

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 Q4 2022

Historical avgQ4 2022

+2.0%

Avg return

Earnings day

+0.5%

Avg return

5 days after

-1.1%

Avg return

30 days after

53%

35 / 66 earnings

Positive

+21.8%

Q2 2012

Best reaction

-19.9%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+15.3%+13.4%
Q3 2026-6.8%-7.0%-16.8%
Q2 2026+20.2%+24.7%+33.1%
Q1 2026-12.1%-6.4%-13.8%
Q4 2025-2.3%-5.6%-4.9%
Q3 2025+4.0%-0.7%-15.2%
Q2 2025+0.0%+2.1%-0.6%
Q1 2025-5.8%-4.0%+2.4%
Q4 2024+20.7%+12.4%+26.5%
Q3 2024-5.1%-2.9%-2.2%
Q2 2024+11.9%+15.4%+17.4%
Q1 2024-2.8%-4.1%+3.1%
Q4 2023+0.0%+1.1%+15.4%
Q3 2023+9.7%+13.8%-2.1%
Q2 2023-6.3%-8.2%-14.2%
Q1 2023+3.1%-3.9%-16.6%
Q4 2022+5.7%+8.5%+17.1%
Q3 2022-15.0%-18.8%-17.5%
Q2 2022-6.8%-2.9%-2.8%
Q1 2022-5.8%-1.6%-7.0%
Q4 2021-12.1%-13.4%-18.8%
Q3 2021-7.7%-4.6%+8.5%
Q2 2021+5.1%+4.6%+7.1%
Q1 2021+1.0%-0.9%-0.4%
Q4 2020-1.3%-5.4%+3.1%
Q3 2020+2.1%+4.1%-44.2%
Q2 2020-15.3%-11.0%-14.4%
Q1 2020-5.8%-0.8%+2.2%
Q4 2019+7.3%-10.2%-6.7%
Q3 2019+14.6%+14.3%+4.1%
Q2 2019+5.9%+5.5%-2.6%
Q1 2019+15.6%+2.8%-0.6%
Q4 2018-4.2%-10.1%-2.3%
Q3 2018+9.1%+10.7%+1.4%
Q2 2018+12.7%+14.9%+6.8%
Q1 2018-19.9%-22.6%-18.9%
Q4 2017+17.4%+18.5%+19.4%
Q3 2017-2.4%-7.9%-5.0%
Q2 2017+3.1%+11.4%+13.9%
Q1 2017-9.6%-10.0%-13.2%
Q4 2016+5.2%+5.0%+14.0%
Q3 2016+17.0%
Q2 2016-0.1%
Q1 2016+2.1%
Q4 2015-1.8%
Q3 2015-5.5%
Q2 2015+5.5%
Q1 2015-3.8%
Q4 2014-3.3%
Q3 2014-3.5%
Q2 2014+10.1%
Q1 2014+7.6%
Q4 2013+3.7%
Q3 2013+11.7%
Q2 2013-10.9%
Q1 2013-1.7%
Q4 2010-11.8%
Q4 2012-11.8%
Q3 2011-0.9%
Q3 2012-0.9%
Q2 2011+21.8%
Q2 2012+21.8%
Q1 2012+8.5%
Q4 2011+8.5%
Q1 2011+7.0%
Q3 2010+18.8%

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