The 10-second takeaway
For the quarter ended Jan. 1 (Q4), Susser Holdings met expectations on revenues and beat expectations on earnings per share.
Compared to the prior-year quarter, revenue improved significantly, and GAAP earnings per share grew.
Gross margins dropped, operating margins improved, and net margins improved.
Susser Holdings reported revenue of $1.30 billion. The five analysts polled by S&P Capital IQ wanted to see net sales of $1.29 billion on the same basis. GAAP reported sales were 29% higher than the prior-year quarter's $1.01 billion.
Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.
Non-GAAP EPS came in at $0.29. The six earnings estimates compiled by S&P Capital IQ forecast $0.19 per share on the same basis. GAAP EPS were $0.28 for Q4 versus -$0.07 per share for the prior-year quarter.
Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.
For the quarter, gross margin was 10%, 110 basis points worse than the prior-year quarter. Operating margin was 1.4%, 20 basis points better than the prior-year quarter. Net margin was 0.4%, 50 basis points better than the prior-year quarter.
Next quarter's average estimate for revenue is $1.36 billion. On the bottom line, the average EPS estimate is -$0.03.
Next year's average estimate for revenue is $5.90 billion. The average EPS estimate is $1.42.
The stock has a two-star rating (out of five) at Motley Fool CAPS, with 57 members rating the stock outperform and 10 members rating it underperform. Among 18 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 17 give Susser Holdings a green thumbs-up, and one gives it a red thumbs-down.
Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Susser Holdings is outperform, with an average price target of $27.67.
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Seth Jayson had no position in any company mentioned here at the time of publication. You can view his stock holdings here. He is co-advisor of Motley Fool Hidden Gems, which provides new small-cap ideas every month, backed by a real-money portfolio. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.