Dec 23, 2023

Monro Q3 2024 Earnings Report

Monro's third quarter results reflected a decrease in sales and comparable store sales, while diluted EPS and adjusted diluted EPS were reported.

Key Takeaways

Monro, Inc. reported a decrease in sales for the third quarter of fiscal year 2024, with sales decreasing by 5.2% to $317.7 million. Comparable store sales also decreased by 6.1% due to milder weather and a pressured low-to-middle income consumer. Diluted EPS was reported at $0.38, and adjusted diluted EPS was $0.39. The company ended the quarter with 1,296 company-operated stores and 51 franchised locations.

Third quarter sales decreased to $317.7 million.

Third quarter comparable store sales decreased 6.1%.

Third quarter diluted EPS was $.38, and adjusted diluted EPS was $.39.

Company repurchased approximately 1.5 million shares of common stock at an average price of $28.50 for approximately $44 million during the third quarter of fiscal 2024.

Total Revenue
$318M
Previous year: $335M
-5.2%
EPS
$0.39
Previous year: $0.43
-9.3%
Comparable store sales
-6.1%
Gross Profit
$113M
Previous year: $113M
-0.7%
Cash and Equivalents
$23.8M
Previous year: $13M
+83.4%
Free Cash Flow
$29M
Previous year: $42M
-30.9%
Total Assets
$1.73B
Previous year: $1.8B
-3.7%

Monro

Monro

Forward Guidance

Monro no longer expects to grow full-year sales, but anticipates diluted earnings per share to be higher versus prior year.

Positive Outlook

  • Actions taken to successfully re-position cost structure.
  • Expanding gross margin through properly training Teammates to maximize their productivity.
  • Optimizing tire assortment for improved profitability.
  • Relentlessly focused on improving 300 small or underperforming stores.
  • Maintaining a balanced approach between tire and service categories with competitive pricing to drive store traffic and continuously improving customer experience.

Challenges Ahead

  • Pressures on the consumer.
  • Preliminary comparable store sales for fiscal January are down approximately 6% due to softness in the first half of the month.
  • Tough macro-economic environment.
  • Industry-wide slowdown in tire unit sales.
  • Pressured store traffic, which was not supportive to sales of higher-margin service categories in the quarter.