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Dec 31, 2024

GrowGeneration Q4 2024 Earnings Report

GrowGeneration reported a decline in revenue and gross profit in Q4 2024, but proprietary brand sales increased.

Key Takeaways

GrowGeneration posted Q4 2024 revenue of $37.4 million, a decrease from the prior year due to store consolidations. The company's gross profit margin declined to 16.4% as a result of inventory rationalization efforts. Despite a net loss of $23.3 million, proprietary brand sales grew to 30.4% of total Cultivation and Gardening sales, supporting future margin improvement. The company remains focused on cost reductions and business transformation efforts.

Revenue decreased 24.4% year-over-year to $37.4 million.

Gross profit margin fell to 16.4% due to strategic inventory adjustments.

Net loss improved to $23.3 million compared to $27.3 million last year.

Proprietary brand sales grew to 30.4% of Cultivation and Gardening revenue.

Total Revenue
$37.4M
Previous year: $49.5M
-24.3%
EPS
-$0.39
Previous year: -$0.18
+116.7%
Gross Margin
16.4%
Previous year: 23.5%
-30.2%
Adjusted EBITDA
-$8.1M
Previous year: -$3.7M
+118.9%
Proprietary Brand Sales
30.4%
Previous year: 21.2%
+43.4%
Gross Profit
$6.13M
Previous year: $7.51M
-18.5%
Cash and Equivalents
$27.5M
Previous year: $65M
-57.7%
Total Assets
$174M
Previous year: $239M
-27.1%

GrowGeneration

GrowGeneration

GrowGeneration Revenue by Segment

Forward Guidance

GrowGeneration expects a return to profitability in 2025, with revenue stabilizing and margin improvements driven by proprietary brand growth.

Positive Outlook

  • Projected 2025 revenue range of $170 million to $180 million.
  • Expecting Adjusted EBITDA to improve to a range of -$2 million to +$2 million.
  • Gross profit margin expected to expand to 29%-31%.
  • Proprietary brands expected to reach 35% of Cultivation & Gardening sales.
  • Continued cost reductions anticipated to improve profitability.

Challenges Ahead

  • Revenue decline expected due to ongoing store consolidations.
  • Continued gross margin pressure from industry-wide pricing compression.
  • Restructuring costs may still impact short-term financials.
  • Macroeconomic uncertainties could affect demand.
  • Potential challenges in expanding e-commerce and B2B channels.

Revenue & Expenses

Visualization of income flow from segment revenue to net income