UPDATE: RadioShack 2Q Profit Up 18%; Cost Cuts Offset Sales Miss
27 July 2009 - 10:48PM
Dow Jones News
RadioShack Corp.'s (RSH) second-quarter profit rose a
stronger-than-expected 18% as continued cost cuts offset weaker
sales of wireless accessories, TV converter boxes and GPS
devices.
The Fort Worth, Texas, consumer electronics retailer posted
income of $48.8 million, or 39 cents a share, up from $41.4
million, or 32 cents a share a year earlier. The prior year's
results included a $4.3 million charge related to the amendment of
its headquarters lease, which was partly offset by a state
sales-tax settlement.
Revenue decreased 2.9% to $965.7 million as same-store sales
fell 4% but were helped by a 24% increase in online sales.
Company-operated stores posted a 4.6% drop in same-store sales.
Analysts polled by Thomson Reuters expected earnings of 28 cents
and revenue of $977 million.
Analysts had expected weaker sales of digital-to-analog
converter boxes after a mid-June deadline passed for broadcasters
to switch over their signals. Barclays capital analyst Michael
Lasser said converter-box sales were about $50 million for the most
recent quarter, compared with an estimated $70 million a year
earlier.
RadioShack said wireless accessories, GPS products, music
players and digital cameras were also weaker. Netbooks, television
antennas, digital TVs and prepaid wireless phones and plans were
among products posting sales increases. Among company-operated
stores, sales in RadioShack's biggest category, wireless products
and services, fell 1.5% in company-operated stores, while accessory
sales dropped 9.2%. Sales tied to prepaid wireless airtime and
service plans, however, were stronger.
Personal electronics sales dropped 26.1% on lower sales of
digital cameras and music players.
A shift to lower margin products in the quarter, including
netbook computers and digital TVs, contributed to a lower gross
margin, which fell to 46.1% from 47.2% a year earlier. But the
retailer cut selling, general and administrative expenses by 10.6%
to $335.7 million, which was lower than many analysts expected.
"The company has almost made a habit out of squeezing more costs
out of its operation than expected, but this quarter appears to be
particularly impressive - especially since it has generally been
thought that the cost cutting must run out at some point," RBC
Capital Markets analyst Scot Ciccarelli told clients in a research
note.
RadioShack has been seeking a way to stay relevant as companies
such as Best Buy Co. (BBY) and Wal-Mart Stores Inc. (WMT) take
increasing market share in the consumer-electronics space.
RadioShack has made basic renovations at most company-owned stores
and is testing a standalone mobile-phone store.
Last week, RadioShack announced it would add products and
services from Deutsche Telekom AG's (DT) T-Mobile cellphone unit,
to its wireless lineup of AT&T and Sprint, giving it another
way to lure cellphone customers.
RadioShack hasn't commented on terms of the deal or its
expectations for the sales impact, but Ciccarelli said a 10%
increase in wireless sales would equate to a 3 percentage point
lift in RadioShack's same-store sales.
After a 10.2% jump on Friday, RadioShack shares were 4.9% higher
at $16.06 in premarket trading Monday. The stock is up 35% this
year.
Cash levels rose 61% while inventories dropped 7.7%.
-By Mary Ellen Lloyd and Kerry Grace Benn, Dow Jones Newswires,
704-948-9145; maryellen.lloyd@dowjones.com