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Dec 31, 2024

Lazydays Q4 2024 Earnings Report

Lazydays reported a significant decline in revenue and continued losses in Q4 2024.

Key Takeaways

Lazydays faced a challenging fourth quarter in 2024, with a notable decline in revenue and deepening losses, including impairment charges and a loss from changes in warrant liability values.

Q4 revenue declined to $159.9 million from $198.0 million YoY.

Net loss narrowed slightly to $96.1 million from $108.0 million in Q4 2023.

Adjusted EBITDA was a loss of $24.3 million, down from $10.7 million loss YoY.

Impairment charges of $39.1 million significantly impacted results.

Total Revenue
$160M
Previous year: $198M
-19.3%
EPS
-$2.39
Previous year: -$1.09
+119.3%
EBITDA
-$79.8M
Adjusted EBITDA
-$24.3M
Gross Profit
$30.4M
Previous year: $37.6M
-19.3%
Cash and Equivalents
$24.7M
Previous year: $58.1M
-57.5%
Free Cash Flow
$94.4M
Previous year: -$97.7M
-196.6%
Total Assets
$676M
Previous year: $938M
-27.9%

Lazydays

Lazydays

Lazydays Revenue by Segment

Forward Guidance

Lazydays is focused on streamlining operations and optimizing its dealership footprint through divestitures and operational performance improvements.

Positive Outlook

  • Signed letter of intent to divest three underperforming locations
  • Expected cash inflow and debt reduction from asset sales
  • Enhanced operational focus on core dealership footprint
  • Improved liquidity from recent transactions
  • Progress in balance sheet restructuring

Challenges Ahead

  • Significant net losses and continued negative Adjusted EBITDA
  • Impairment charges impacting bottom line
  • Non-cash losses from warrant liability changes
  • Decline in pre-owned vehicle retail revenue
  • Gross profit margins deteriorated across most segments

Revenue & Expenses

Visualization of income flow from segment revenue to net income