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Jan 31, 2020

Movado Q4 2020 Earnings Report

Movado Group Announced Q4 2020 Results

Key Takeaways

Movado Group reported a decrease in net sales by 4.2% to $191.0 million compared to the fourth quarter of fiscal 2019, with net income decreasing to $3.5 million, or $0.15 per diluted share. The company is discontinuing its quarterly dividend due to COVID-19 uncertainty but maintains a strong cash position.

Net sales decreased by 4.2% to $191.0 million compared to Q4 2019.

Gross profit was $100.6 million, representing 52.7% of net sales, compared to $110.6 million, or 55.5% of net sales in the same period last year.

Operating income was $6.6 million, down from $17.1 million in the prior year period.

Net income was $3.5 million, or $0.15 per diluted share, compared to $17.4 million, or $0.74, for the same period in the prior year.

Total Revenue
$191M
Previous year: $199M
-4.2%
EPS
$0.15
Previous year: $0.67
-77.6%
Gross Profit
$101M
Previous year: $111M
-9.1%
Cash and Equivalents
$186M
Previous year: $190M
-2.1%
Free Cash Flow
$74M
Previous year: $56.9M
+30.0%
Total Assets
$847M
Previous year: $760M
+11.5%

Movado

Movado

Forward Guidance

Given the rapidly changing environment with COVID-19, the company is refraining from providing fiscal 2021 guidance. The Company expects the COVID-19 pandemic to negatively impact its business, results of operations, and financial position; however, the related financial impact cannot be reasonably estimated at this time.

Positive Outlook

  • Taking proactive measures to increase financial flexibility.
  • Implementing strategic cost reductions across all functional areas.
  • Borrowed an additional $30 million on its revolving credit facility in March 2020.
  • Company’s strong balance sheet, with approximately $190 million of cash as of March 25, 2020, will help it navigate the current unprecedented situation.
  • Maintains strong, long-term relationships with its vendors, landlords and banking partners.

Challenges Ahead

  • Refraining from providing fiscal 2021 guidance.
  • Expects the COVID-19 pandemic to negatively impact its business.
  • Expects the COVID-19 pandemic to negatively impact its results of operations.
  • Expects the COVID-19 pandemic to negatively impact its financial position.
  • Discontinued the regular quarterly dividend until further notice.