Dec 31, 2022

SpartanNash Q4 2022 Earnings Report

Reported solid fourth-quarter results and fiscal 2022 performance that exceeded expectations.

Key Takeaways

SpartanNash reported a 10.3% increase in net sales for the quarter, reaching $2.3 billion. However, net earnings decreased to $0.7 million compared to $22.2 million in the prior year quarter. Adjusted EBITDA increased to $47.2 million from $43.0 million in the prior year quarter.

Net sales increased 10.3% to $2.3 billion.

Retail comparable sales increased 9.1%.

Net earnings were $0.7 million, compared to $22.2 million in the prior year quarter.

Adjusted EBITDA increased to $47.2 million from $43.0 million in the prior year quarter.

Total Revenue
$2.31B
Previous year: $2.09B
+10.3%
EPS
$0.28
Previous year: $0.18
+55.6%
Gross Profit
$341M
Previous year: $338M
+0.9%
Cash and Equivalents
$29.1M
Previous year: $19.9M
+46.1%
Free Cash Flow
$71.9M
Previous year: $239M
-70.0%
Total Assets
$2.31B
Previous year: $2.28B
+1.3%

SpartanNash

SpartanNash

SpartanNash Revenue by Segment

Forward Guidance

The Company provided guidance for fiscal year 2023, expecting net sales between $9.9 billion and $10.2 billion, adjusted EBITDA between $248 million and $263 million, and adjusted EPS between $2.20 and $2.35.

Positive Outlook

  • Wholesale net sales to grow 4.0% to 7.0%, inclusive of the net sales from a recently acquired grocery wholesaler, Great Lakes Foods.
  • Retail comparable sales to grow 2.0% to 5.0%.
  • Net sales to more than $10.5 billion (previously $10 billion), an increase of at least 17% from fiscal 2021
  • Adjusted EBITDA to more than $300 million, an increase of at least 40% from fiscal 2021
  • Increasing net sales by more than $1 billion through customer acquisition and continued expansion into value-add offerings

Challenges Ahead

  • Annual interest expense will range from $37 million to $42 million.
  • During the first quarter of 2023, the Company will cycle a significant inflation-related price change benefit of nearly $10 million
  • During the first quarter of 2023, $4 million in Retail wage investments.
  • The Company expects the benefits from its supply chain and merchandising transformation initiatives will not fully offset these headwinds in the first quarter of 2023.