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Wolverine (WWW) Beats Earnings & Revenue Estimates in Q3

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Wolverine World Wide, Inc. (WWW - Free Report) delivered better-than-expected results in third-quarter 2020. Quarterly results, which outpaced management’s expectations, reflected strength in the company’s portfolio and brands. Apparently, Saucony and Chaco registered double-digit revenue growth, whereas Merrell and work brands saw robust revenue growth sequentially. Also, the company is benefiting from its digital efforts.

However, management expects coronavirus-induced challenges to persist in the near term, and consequently, fourth-quarter revenues are likely to decline nearly 25% year over year. This will include the impact of a partial shift in revenues from the company’s international business into first-quarter 2021. Nevertheless, Wolverine believes that its robust digital strategy and increased visibility to wholesale demand will help the company revert to significant growth in the first quarter of 2021.

In the past six months, shares of this Zacks Rank #3 (Hold) stock have increased 54.7% compared with the industry’s 45% rally.

Q3 Highlights

Wolverine’s third-quarter adjusted earnings of 35 cents per share outpaced the Zacks Consensus Estimate of 29 cents. However, the metric plunged 48.5% from 68 cents earned in the year-ago quarter. On a constant-currency (cc) basis, adjusted earnings were 34 cents per share.

Wolverine World Wide, Inc. Price, Consensus and EPS Surprise

Wolverine World Wide, Inc. Price, Consensus and EPS Surprise

Wolverine World Wide, Inc. price-consensus-eps-surprise-chart | Wolverine World Wide, Inc. Quote

Moreover, revenues of $493.1 million came above the Zacks Consensus Estimate of $458 million but fell 14.1% year over year. On a cc basis, revenues declined 14.6%. The year-over-year downside can probably be attributed to the ill impacts of the pandemic. However, the company’s owned e-commerce business excelled in the quarter, with revenues surging 56.4% year over year.

Gross profit amounted to $202 million, down nearly 17% year over year. Also, gross margin contracted 140 basis points (bps) year over year to 41%.

Further, adjusted selling, general and administrative expenses dropped 6.9% to $151.5 million. However, adjusted operating profit tumbled 35.3% to $52.3 million, with adjusted operating margin contracting 350 bps to 10.6%.

Segmental Performance

Revenues at Wolverine Michigan Group decreased 9.9% year over year to $287.3 million. At cc, the segment’s revenues fell 10.2% during the reported quarter.

Wolverine Boston Group’s revenues tumbled 19.7% to $193.8 million from the year-ago quarter. At cc, the segment’s revenues decreased 20.3% during the reported quarter.

Other Financials

The company ended the quarter with cash and cash equivalents of $342 million, long-term debt of $714.1 million and stockholders' equity of $765.5 million. Further, the adjusted net inventories in the third quarter decreased 22.9% to $322.1 million.

Notably, Wolverine has delivered nearly $135.5 million of cash flow from operations in the first nine months of 2020. Net cash generated from operating activities was $96.5 million during the third quarter of 2020.

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Rent-A-Center has delivered an earnings surprise of 12.9% in the last four quarters, on average. The company currently has a Zacks Rank of 2 (Buy).

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