Beaten Down Specialty Home Goods Retailer Conn's Modifies Store Expansion Plans for FY24 After Mixed Q2 Performance
Portfolio Pulse from Anusuya Lahiri
Conn's, Inc (NASDAQ:CONN) reported a Q2 FY24 revenue decline of 11.5% YoY to $306.9 million, missing consensus estimates. Adjusted EPS loss of $(1.39) beat the consensus loss of $(1.53). Same-store sales decreased 15.4%, but eCommerce sales increased 41.5%. The company opened four new stores in the quarter and plans to open ten in FY24, down from the prior forecast of 11. The stock lost over 51% YTD and over 29% last month.

August 30, 2023 | 1:25 pm
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Conn's reported a decline in Q2 FY24 revenue and same-store sales, but an increase in eCommerce sales. The company also plans to open fewer stores in FY24. The stock has been performing poorly, with a YTD loss of over 51%.
The company's revenue and same-store sales have declined, indicating a potential issue with its business model or market conditions. The decision to open fewer stores could be seen as a negative sign, suggesting the company is not confident in its growth prospects. The poor stock performance further supports a negative outlook.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100