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Jul 15, 2023

Advance Auto Parts Q2 2023 Earnings Report

Advance Auto Parts reported Q2 2023 results with a slight increase in net sales but a decrease in comparable store sales. Profitability was below expectations due to pricing challenges, and the company announced leadership appointments and a strategic review.

Key Takeaways

Advance Auto Parts reported a 0.8% increase in net sales to $2.7 billion, driven by new store openings, but comparable store sales decreased by 0.6%. Operating income was $134.4 million, or 5.0% of net sales, and diluted EPS was $1.43. The company has initiated a comprehensive operational and strategic review.

Net sales increased by 0.8% to $2.7 billion, primarily due to new store openings.

Comparable store sales decreased by 0.6%.

Operating income was $134.4 million, representing 5.0% of net sales.

Diluted EPS was $1.43, compared to $2.38 in the prior year.

Total Revenue
$2.69B
Previous year: $2.67B
+0.8%
EPS
$1.43
Previous year: $3.74
-61.8%
Comp store sales
-0.6%
Previous year: -0.6%
+0.0%
Gross Profit
$1.1B
Previous year: $1.2B
-8.3%
Cash and Equivalents
$277M
Previous year: $241M
+15.2%
Free Cash Flow
-$309M
Previous year: $97.3M
-418.0%
Total Assets
$12.3B
Previous year: $12.1B
+1.4%

Advance Auto Parts

Advance Auto Parts

Forward Guidance

Advance Auto Parts is updating its full-year guidance, anticipating a modest increase in net and comparable store sales growth, driven by a strengthening professional business. However, they are reducing the outlook for operating income margin rate, diluted earnings per share, and free cash flow due to competitive pricing, channel mix shifts, and team investments.

Positive Outlook

  • Strengthening of professional business is expected to drive net and comparable store sales growth.
  • Commitment to maintaining competitive price targets.
  • Investments in the team to help retain top talent.
  • Focus on improving execution across the business.
  • Comprehensive operational and strategic review to position Advance for long-term success.

Challenges Ahead

  • Reduced outlook for operating income margin rate.
  • Reduced outlook for diluted earnings per share.
  • Reduced outlook for free cash flow.
  • Additional headwinds anticipated in the back half of the year.
  • Impacts from a shift in channel mix.