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Dec 31, 2024

Hydrofarm Q4 2024 Earnings Report

Hydrofarm reported a decline in revenue and a widened net loss in Q4 2024 due to industry headwinds.

Key Takeaways

Hydrofarm reported Q4 2024 revenue of $37.3 million, a 20.9% decline year-over-year due to weaker demand in the cannabis industry. Net loss widened to $17.5 million, driven by lower sales and higher inventory reserves. Adjusted EBITDA fell to -$7.3 million, reflecting a challenging operating environment. The company maintained positive free cash flow of $2.4 million, supported by cost-cutting initiatives.

Q4 2024 revenue declined 20.9% to $37.3 million due to lower demand in the cannabis sector.

Net loss widened to $17.5 million, compared to $15.2 million in Q4 2023.

Gross profit margin fell to 4.9% from 17.9% in Q4 2023.

Adjusted EBITDA decreased to -$7.3 million from -$0.6 million in the prior year.

Total Revenue
$37.3M
Previous year: $47.2M
-20.9%
EPS
-$3.8
Previous year: -$0.33
+1051.5%
Gross Margin
4.9%
Previous year: 17.9%
-72.6%
Adjusted EBITDA
-$7.3M
Previous year: -$600K
+1116.7%
SG&A Expenses
$17M
Gross Profit
$1.84M
Previous year: $8.45M
-78.2%
Cash and Equivalents
$26.1M
Previous year: $30.3M
-13.9%
Free Cash Flow
$2.39M
Previous year: -$1.74M
-236.8%
Total Assets
$426M
Previous year: $508M
-16.1%

Hydrofarm

Hydrofarm

Forward Guidance

Hydrofarm expects revenue to decline 10-20% in FY2025 due to continued industry challenges, but anticipates improvement in Adjusted EBITDA and Free Cash Flow through cost-saving measures.

Positive Outlook

  • Cost-saving initiatives expected to improve Adjusted EBITDA in 2025.
  • Proprietary brand sales mix projected to increase, boosting margins.
  • E-commerce growth and diversification into non-cannabis sectors remain strong.
  • Further reductions in SG&A expected to enhance profitability.
  • Capital expenditures to remain under $2 million, preserving cash flow.

Challenges Ahead

  • Revenue expected to decline 10-20% in FY2025 due to industry weakness.
  • Adjusted EBITDA expected to remain negative despite some improvement.
  • Inventory challenges persist, impacting profitability.
  • Higher restructuring costs anticipated due to ongoing cost-cutting initiatives.
  • Macroeconomic conditions and regulatory uncertainty remain key risks.