December 7, 2022

Big Lots Reports Second Quarter Earnings Higher Than Street View; Eye inventory and cost reduction

  • In-Home Discount Retailer Big Lots Inc BIG reported second-quarter FY22 sales fell 7.6% year-over-year to $1.346 billion, slightly beating consensus of $1.34 billion. Comparable sales decreased by 9.2%.
  • Gross margin for the quarter decreased by 700 basis points Y/Y to 32.6%. Operating loss for the quarter was ($109.1) million compared to profit of $53.8 million a year ago.
  • The company held $49.1 million in cash and cash equivalents as of July 30, 2022.
  • Inventory at the end of the quarter was $1.2 billion, up 22.8% year-on-year, encompassing higher unit costs and a significant increase in inventory in transit.
  • The Adjusted EPS loss of ($2.28) topped analyst consensus of ($2.47).
  • The Company’s Board of Directors has declared a quarterly cash dividend of $0.30 per share, payable September 23, 2022, to shareholders of record September 9, 2022.
  • “Consumers are stretched by inflation and are starting to fall more,” CEO Bruce Thorn said.
  • Outlook: Big Lots sees Q3 comparable sales down in the low double-digit range.
  • The company expects continued promotional activity in the third quarter, driving a quarterly gross margin rate through the mid-30s.
  • BIG said it was taking aggressive steps to improve the gross margin rate in the fourth quarter to a rate roughly in line with the year-ago quarter.
  • In addition, the company also plans to take measures to reduce expenses.
  • Price Action: BIG shares are trading up 2.78% at $22.15 premarket when last checked on Tuesday.
  • Photo via company