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Jul 16, 2022

Advance Auto Parts Q2 2022 Earnings Report

Advance Auto Parts' Q2 2022 financial performance saw a slight increase in net sales, but a decrease in comparable store sales. Adjusted operating income margin reached a seven-year high, driving record adjusted diluted earnings per share.

Key Takeaways

Advance Auto Parts reported a 0.6% increase in net sales to $2.7 billion, driven by growth in the professional business, while comparable store sales decreased by 0.6%. Adjusted operating income margin expanded to 11.7%, the highest in seven years, contributing to a record adjusted diluted EPS of $3.74. The company returned $291 million to shareholders through share repurchases and dividends.

Net sales increased 0.6% to $2.7 billion.

Comparable store sales decreased 0.6%.

Adjusted operating income margin reached 11.7%, the highest in seven years.

Adjusted diluted EPS increased 10.0% to $3.74.

Total Revenue
$2.67B
Previous year: $2.65B
+0.6%
EPS
$3.74
Previous year: $3.4
+10.0%
Comp store sales
-0.6%
Previous year: 5.8%
-110.3%
Gross Profit
$1.2B
Previous year: $1.19B
+0.9%
Cash and Equivalents
$241M
Previous year: $809M
-70.3%
Free Cash Flow
$97.3M
Previous year: $647M
-85.0%
Total Assets
$12.1B
Previous year: $11.8B
+2.5%

Advance Auto Parts

Advance Auto Parts

Forward Guidance

Advance Auto Parts updated its full year 2022 guidance, anticipating net sales between $11.0 and $11.2 billion, and comparable store sales to range from -1.0% to 0.0%. They expect adjusted operating income margin between 9.8% and 10.0% and adjusted diluted EPS between $12.75 and $13.25.

Positive Outlook

  • Well positioned to create long-term value for shareholders
  • Delivering on long-term goals shared in strategic update
  • Remain relentlessly focused on customer service
  • Confident this will help enable sustainable sales growth
  • Confident this will help enable margin expansion and strong cash returns

Challenges Ahead

  • External environment has changed significantly since 2021 strategic update
  • Volatility remains
  • Industry is not immune to the inflationary pressures consumers and broader retail have been experiencing
  • High inflation and significant year over year increases in fuel prices will continue to pressure DIY consumers in the back half of the year
  • Updating 2022 full year guidance