Dec 31, 2020

Tanger Q4 2020 Earnings Report

Tanger reported fourth quarter and full year results, collecting 95% of fourth quarter rents and exceeding $680 million in liquidity at the end of January.

Key Takeaways

Tanger Factory Outlet Centers, Inc. reported improved business conditions with consumer traffic nearing pre-COVID-19 levels. Rent collections for the fourth quarter reached 95% of billed rents by the end of January, and the company's liquidity position remained strong.

Net income available to common shareholders was $0.00 per share, or $0.3 million.

Funds From Operations (“FFO”) available to common shareholders was $0.54 per share, or $52.7 million.

Core Funds From Operations (“Core FFO”) available to common shareholders was $0.54 per share, or $52.3 million.

Consolidated portfolio occupancy rate was 91.9% on December 31, 2020.

Total Revenue
$111M
Previous year: $120M
-7.7%
EPS
$0.54
Previous year: $0.59
-8.5%
Occupancy rate
91.9%
Previous year: 97%
-5.3%

Tanger

Tanger

Tanger Revenue by Segment

Forward Guidance

Management believes the Company’s net income and FFO per share for 2021 will be as follows: Estimated diluted net income per share between $0.30 and $0.40. Estimated diluted FFO per share between $1.45 and $1.55.

Positive Outlook

  • A $9 million to $10 million, or $0.09 to $0.10 per share, decrease in lease termination fees, to approximately $2 million to $3 million, from $12 million in 2020
  • Additional store closures and lease adjustments related to recent tenant bankruptcy filings and restructuring announcements
  • No further government-mandated retail shutdowns
  • Combined annual recurring capital expenditures and second generation tenant allowances of approximately $40 million to $45 million
  • Does not include the impact of the sale of any outparcels, additional properties or joint venture interests, or the acquisition of any properties or joint venture partner interests