NYSE$SIG

Signet Jewelers LTD · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Sales improved sequentially due to store re-openings, virtual selling model, improved merchandise assortment, and enhanced digital marketing.

Signet Jewelers reported a 34.9% year-over-year decrease in total sales to $888.0 million for the second quarter of fiscal 2021. Same store sales decreased by 31.3%, but eCommerce sales increased by 72.1%. The company's net structural cost savings are on track to exceed $100 million in FY21.

  • Q2 same store sales decreased 31.3%, reflecting eCommerce growth of 72.1% year over year.
  • Preliminary August SSS are up 10.9% with eCommerce growth of 65.2%.
  • Net structural cost savings are on track to exceed $100 million in FY21.
  • GAAP earnings per share was $(1.73), which reflects a pre-tax impairment charge of $0.39.

Headline financials

Total Revenue

$888M

Previous: $1.36B-34.9%
EPS (adj)

-$1.13

Previous: $0.51-321.6%
Same-store sales growth

-31.3%

Previous: -1.5%-1986.7%
Capital Expenditures

-$23.6M

Previous: -$52.2M+54.8%
Free Cash Flow

-$105M

Previous: -$88.3M-19.3%
Net Income

-$81.7M

Previous: -$36.1M-126.3%
Operating Income

-$89.7M

Previous: -$22.4M-300.4%
Gross Profit

$224M

Previous: $459M-51.1%
Cash & Equivalents

$1.2B

Previous: $272M+343.5%
Total Assets

$6.58B

Previous: $5.97B+10.3%
Stock-Based Comp

$4.9M

Previous: $4.3M+14.0%

Revenue & EPS history

Signet · Revenue · Quarterly

$888M

Q2 2021-34.9%vs Q2 2020
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Signet · $2.15B total across 3 segments · Q4 2020

  • North America
    $1.95B
  • International
    $186M
  • Other
    $13.3M

Forward guidance

Signet is not providing financial guidance due to the continuing uncertainty surrounding multiple factors including the magnitude and potential resurgence of COVID-19 in key trade areas, extended duration of heightened unemployment, supply chain disruptions and macro or governmental influences on consumers’ ability to spend.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+1.4%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+0.8%

Avg return

30 days after

57%

39 / 68 earnings

Positive

+27.6%

Q3 2023

Best reaction

-30.1%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+13.0%-9.4%-0.3%
Q3 2026-7.2%-13.3%-13.4%
Q2 2026+2.2%+6.4%+11.9%
Q1 2026+12.2%+16.3%+25.8%
Q4 2025+17.3%+26.9%+14.7%
Q3 2025-7.0%-14.1%-21.6%
Q2 2025+16.7%+19.8%+23.1%
Q1 2025-19.6%-15.8%-18.8%
Q4 2024-12.2%-7.2%-6.8%
Q3 2024+12.4%+14.7%+16.5%
Q2 2024+10.0%+4.3%+0.5%
Q1 2024-13.9%-15.7%-1.4%
Q4 2023+8.0%+10.0%+9.0%
Q3 2023+27.6%+18.1%+16.1%
Q2 2023-15.6%-18.2%-12.5%
Q1 2023-0.9%-1.8%-10.5%
Q4 2022+3.1%+6.4%-0.2%
Q3 2022-9.1%-3.9%-6.4%
Q2 2022+3.3%-3.3%+1.1%
Q1 2022+22.5%+21.6%+25.5%
Q4 2021+2.7%-8.8%+6.9%
Q3 2021-1.8%-5.1%-8.5%
Q2 2021+3.7%-3.7%+4.9%
Q1 2021-27.2%-32.9%-40.1%
Q4 2020+7.8%-12.0%+3.8%
Q3 2020+23.6%+24.9%+14.4%
Q2 2020+27.5%+53.0%+47.6%
Q1 2020+1.6%+2.0%-10.9%
Q4 2019+2.4%-6.1%-16.3%
Q3 2019-22.9%-30.7%-30.7%
Q2 2019+17.5%+15.6%+20.6%
Q1 2019+22.1%+28.0%+33.6%
Q4 2018-21.6%-17.6%-19.4%
Q3 2018-30.1%-34.3%-26.5%
Q2 2018+20.8%+21.0%+24.1%
Q1 2018-9.6%-12.2%+7.1%
Q4 2017+8.4%+5.3%+5.9%
Q3 2017+5.6%+4.7%+5.1%
Q2 2017-15.5%-16.3%-17.3%
Q1 2017-8.1%-8.7%-24.3%
Q4 2016+4.0%
Q3 2016-3.7%
Q2 2016+15.1%
Q1 2016-2.9%
Q4 2015+7.1%
Q3 2015+5.2%
Q2 2015+9.1%
Q1 2015+4.7%
Q4 2014+7.7%
Q3 2014+0.9%
Q2 2014-4.9%
Q1 2014-2.4%
Q4 2013+6.8%
Q3 2013-2.7%
Q2 2013-2.0%
Q1 2013-7.3%
Q4 2012-3.5%
Q3 2012-3.8%
Q2 2012+6.5%
Q1 2011+5.7%
Q1 2012-1.8%
Q4 2009+2.7%
Q4 2011+2.7%
Q3 2011+0.4%
Q3 2010+0.4%
Q2 2010-6.0%
Q4 2010-6.0%
Q2 2011-6.0%

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