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Thursday, March 17, 2016

New York & Co. (NWY) reported earnings Thur 17 March 2016 (a/h)

** charts before earnings **






** charts after earnings **






New York & Co misses by $0.02, reports revs in-line; guides Q1 EPS above consensus, revs in-line; Q4 comps +1.9%; sees Q1 comps up low single digits  :
  • Reports Q4 (Jan) earnings of $0.01 per share, excluding non-recurring items, $0.02 worse than the Capital IQ Consensus of $0.03; revenues rose 1.5% year/year to $271.3 mln vs the $271.79 mln Capital IQ Consensus. Comparable store sales increased 1.9% and total net sales increased by 1.5%. Gross profit as a percentage of net sales increased 10 basis points to 25.7% versus the fiscal year 2014 fourth quarter gross profit percentage of 25.6%. Total quarter-end inventory decreased 6.4% YoY.
  • Co issues guidance for Q1, sees EPS of $0.02-0.04 vs. $0.01 Capital IQ Consensus Estimate; sees Q1 revs of positive low single digits (cons +2.6% YoY) vs. $229.41 mln single analyst estimate.
  • Outlook: Net sales and comparable store sales are expected to increase by a low single-digit percentage. Gross margin is expected to increase in the range of 100 - 200 basis points from the prior year's first quarter rate reflecting reductions in product costs. Total inventory at the end of the first quarter is expected to increase in the low single-digit percentage range, reflecting higher levels of in-store inventory as we position inventory for the Mother's Day and early summer selling period.

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