CoverageForm 410-K10-Q8-K13D13G13F

FRG · Franchise Group, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Income Statement

Line itemQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Revenue$1.04B$1.10B-$1.05B$1.09B$1.14B-$828.83M$862.76M$621.35M
Cost of Revenue$632.62M$669.11M-$616.48M$612.25M$628.11M-$497.35M$283.79M$342.82M
Gross Profit$406.06M$435.71M-$434.99M$482.75M$507.36M-$331.48M$578.97M$278.52M
R&D----------
SG&A$383.56M$387.24M-$391.00M$405.64M$377.00M-$276.71M$278.16M$225.54M
Total Operating Expenses----------
D&A----------
Operating Income$22.50M($26.53M)-($26.01M)$77.11M$130.37M-$54.76M$58.16M$52.98M
Interest Expense-------$21.19M$22.86M$47.44M
Income Tax($13.85M)($7.17M)-$32.01M$13.57M$3.68M-($15.52M)$2.77M($2.85M)
Net Income($52.92M)($108.32M)-($123.29M)$38.85M$12.32M-$164.07M$38.74M$13.81M
EPS - Basic($1.50)($3.16)-($3.09)$0.96$0.25-$4.02$0.91$0.29
EPS - Diluted($1.50)($3.16)-($3.09)$0.94$0.25-$3.96$0.89$0.29

Balance Sheet

Line itemQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Cash & Equivalents$106.26M$98.27M$80.78M$72.93M$95.04M$149.60M$292.71M$159.97M$165.43M$164.86M
Accounts Receivable$256.00M$151.72M$170.16M$143.24M$178.69M$110.37M$118.70M$95.69M$81.08M$88.26M
Inventory$746.75M$759.89M$736.84M$792.05M$825.39M$779.28M$673.17M$533.55M$504.73M$447.81M
Accounts Payable----------
Current Assets$1.34B$1.34B$1.32B$1.39B$1.48B$1.66B$1.48B$807.85M$886.46M$861.61M
Total Assets$3.57B$3.61B$3.63B$3.67B$3.82B$3.85B$3.91B$2.83B$2.89B$2.86B
Current Liabilities$975.96M$1.06B$943.91M$1.01B$968.04M$1.17B$1.12B$554.37M$585.12M$591.56M
Long-term Debt$1.53B$1.39B$1.37B$1.29B$1.28B$1.29B$1.38B$1.07B$1.25B$1.24B
Total Liabilities$3.35B$3.33B$3.21B$3.12B$3.05B$3.10B$3.15B$2.19B$2.40B$2.40B
Stockholders' Equity$225.43M$277.65M$421.38M$545.76M$768.85M$751.69M$762.83M$639.48M$488.00M$463.46M
Retained Earnings($85.62M)($32.91M)$109.92M$134.42M$282.35M$270.61M$286.99M$167.63M$21.17M$19.0K

Cash Flow

Line itemQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Operating Cash Flow-$19.69M---$62.15M---$115.77M
Investing Cash Flow-($16.73M)---($11.13M)--($350.21M)($345.16M)
Financing Cash Flow-$14.43M---($194.14M)--$409.55M$338.17M
CapEx--------$24.63M$11.54M
Free Cash Flow---------$104.23M

Ratios

MetricQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Profitability
Gross margin39.1%39.4%-41.4%44.1%44.7%-40.0%67.1%44.8%
Operating margin2.2%-2.4%--2.5%7.0%11.5%-6.6%6.7%8.5%
EBITDA margin----------
Net margin-5.1%-9.8%--11.7%3.5%1.1%-19.8%4.5%2.2%
Free cash flow margin---------16.8%
FCF / Net income---------7.55
R&D / Revenue----------
SG&A / Revenue36.9%35.1%-37.2%37.0%33.2%-33.4%32.2%36.3%
Effective tax rate----25.9%23.0%--10.4%6.7%-26.0%
Return on assets-1.5%-3.0%--3.4%1.0%0.3%-5.8%1.3%0.5%
Return on equity-23.5%-39.0%--22.6%5.1%1.6%-25.7%7.9%3.0%
Return on invested capital1.0%-1.3%--1.1%2.8%4.9%-3.2%3.1%3.1%
Liquidity
Current ratio1.371.261.391.371.521.421.321.461.511.46
Quick ratio0.600.540.610.590.670.750.720.490.650.70
Cash ratio0.110.090.090.070.100.130.260.290.280.28
Leverage
Debt / Equity6.775.023.262.361.671.711.811.682.552.68
Debt / Assets0.430.390.380.350.340.330.350.380.430.43
Debt / EBITDA----------
Interest coverage-------2.6x2.5x1.1x
Equity multiplier15.8412.998.626.724.965.135.134.435.926.18
Liabilities / Assets0.940.920.880.850.800.800.810.770.830.84
Efficiency
Asset turnover0.290.31-0.290.290.29-0.290.300.22
Inventory turnover0.850.88-0.780.740.81-0.930.560.77
Days sales outstanding90d50d-50d60d35d-42d34d52d
Days inventory outstanding431d415d-469d492d453d-392d649d477d
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)-5.1%-2.7%-26.9%26.9%82.7%-4280.7%2264.6%7482.0%
Revenue CAGR (3y)205.3%412.8%-217.4%444.7%441.2%-158.0%380.6%323.4%
Revenue CAGR (5y)166.2%166.7%-85.1%172.9%175.5%-72.9%155.8%141.8%
Gross profit growth (YoY)-15.9%-14.1%-31.2%-16.6%82.2%-2047.7%1486.8%-
Operating income growth (YoY)-70.8%---32.6%146.1%----
Net income growth (YoY)----0.3%-10.8%----
EPS growth (YoY)----5.6%-13.8%----88.4%
EPS CAGR (3y)----------
EPS CAGR (5y)-------63.4%--
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)-70.7%-63.1%-44.8%-14.7%57.6%62.2%98.1%56.5%67.9%50.0%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2021-12-25.

Business segments

$3.26B total
Vitamin Shoppe$1.17B · 36.0%
American Freight$988.89M · 30.4%
Pet Supplies Plus$917.44M · 28.2%
Badcock$102.06M · 3.1%
Buddys$64.41M · 2.0%
Sylvan$9.68M · 0.3%

Product / service

$4.85B total
Product$3.01B · 62.1%
Retail$1.17B · 24.2%
Wholesale$355.38M · 7.3%
Service$209.10M · 4.3%
Financial Service$41.62M · 0.9%
Rental$33.63M · 0.7%
Service Other$24.16M · 0.5%
Warranty Revenue$5.39M · 0.1%
Royaltiesand Advertising$262.0K · 0.0%
Interest$228.0K · 0.0%
Franchise$1.0K · 0.0%

Peer comparison

Same SIC group: Patent Owners & Lessors

CompanyRevenue (last FY)Net marginROE
IDCC$834.01M48.8%36.9%
APPS$565.25M-6.7%-19.6%
DLB$1.35B18.9%9.7%
ACTG$285.23M7.6%4.0%
JYNT--19.3%

Comparing Franchise Group against the 5 most active filers in the same SIC group.