•
Dec 31, 2023

Hydrofarm Q4 2023 Earnings Report

Hydrofarm announced its Q4 and full year 2023 results, showing significant improvement in net loss and adjusted EBITDA for both periods, with a 2024 outlook calling for lower net sales, positive adjusted EBITDA, and positive free cash flow.

Key Takeaways

Hydrofarm's Q4 2023 results showed a decrease in net sales to $47.2 million, but an improvement in gross profit to $8.4 million and a reduced net loss of $(15.2) million. Adjusted EBITDA also improved to $(0.6) million. The company's restructuring plan and cost-saving efforts contributed to positive Adjusted EBITDA and Free Cash Flow for the full year 2023.

Net sales decreased to $47.2 million compared to $61.5 million in the prior year period.

Gross profit increased to $8.4 million compared to a gross loss of $(0.5) million in the prior year period, with gross profit margin increasing to 17.9%.

Net loss improved to $(15.2) million compared to a net loss of $(35.3) million in the prior year period.

Adjusted EBITDA improved to $(0.6) million compared to $(8.4) million in the prior year period.

Total Revenue
$47.2M
Previous year: $61.5M
-23.2%
EPS
-$0.33
Previous year: -$0.45
-26.7%
Gross Margin
17.9%
Previous year: -0.8%
-2337.5%
Adjusted EBITDA
-$600K
Previous year: -$8.4M
-92.9%
Gross Profit
$8.45M
Previous year: -$473K
-1886.3%
Cash and Equivalents
$30.3M
Previous year: $21.3M
+42.4%
Free Cash Flow
-$1.74M
Previous year: $5.4M
-132.3%
Total Assets
$508M
Previous year: $574M
-11.5%

Hydrofarm

Hydrofarm

Forward Guidance

The Company is providing the following outlook for the full fiscal year 2024: Net sales to decrease low to high teens in percentage terms. Adjusted EBITDA that is positive. Free Cash Flow that is positive.

Positive Outlook

  • Improved year-over-year Adjusted Gross Profit Margin resulting primarily from cost savings associated with restructuring and related productivity initiatives.
  • Improved year-over-year Adjusted Gross Profit Margin resulting primarily from an expectation of minimal non-restructuring inventory reserves or related charges.
  • Reduced year-over-year Adjusted SG&A expense resulting primarily from full year benefit of headcount reductions completed in 2023.
  • Reduced year-over-year Adjusted SG&A expense resulting primarily from further reductions in professional fees, facilities and insurance expenses.
  • Reduction in inventory and net working capital helping to generate positive Free Cash Flow for the full year.

Challenges Ahead

  • Net sales to decrease low to high teens in percentage terms.