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Apr 01, 2023

European Wax Center Q1 2023 Earnings Report

European Wax Center reported solid first quarter performance driven by unit growth and in-center sales growth, while reiterating fiscal year 2023 outlook.

Key Takeaways

European Wax Center reported a solid first quarter with a 9.8% increase in total revenue to $49.9 million and system-wide sales growth of 5.5%. The company opened 34 net new centers, representing a 12% year-over-year growth. Despite the revenue increase, the company reported a GAAP net loss of $1.1 million, but adjusted EBITDA increased by 7.5% to $16.3 million.

Net new centers increased by 11.9% to a total of 978 centers across 45 states.

System-wide sales increased by 5.5% to $218.4 million.

Total revenue increased by 9.8% to $49.9 million.

Same-store sales increased by 4.5%.

Total Revenue
$49.9M
Previous year: $45.4M
+9.8%
EPS
$0.05
Previous year: $0.17
-70.6%
Cash and Equivalents
$45.9M
Previous year: $44.2M
+3.9%

European Wax Center

European Wax Center

European Wax Center Revenue by Segment

Forward Guidance

The Company reiterates its previous outlook for fiscal year 2023.

Positive Outlook

  • New Center Openings, Net: 95 to 100
  • System-Wide Sales: $965 million to $990 million
  • Total Revenue: $222 million to $229 million
  • Same-Store Sales: Mid-Single Digits
  • Adjusted Net Income: $22 million to $24.5 million

Challenges Ahead

  • Fiscal 2022 and Fiscal 2023 each include a 53rd week in the fourth quarter.
  • The Company estimates the 53rd week contribution to the top and bottom line is worth approximately one half of an average fourth quarter week.
  • The Company's current outlook assumes no meaningful change in consumer behavior driven by inflationary pressures or the COVID-19 pandemic
  • The Company's current outlook assumes no further impacts from incremental tightening in the labor market beyond what we see today.
  • Adjusted net income outlook assumes a 20% effective tax rate for Fiscal 2023.