December 16, 2011
ELECTRONICS retailer JB Hi-Fi last night provided a stark reminder of the tough climate for retailers as they head into the busiest week of the year, warning of a 5 per cent drop in pre-tax earnings for the first half.
Sales from JB Hi-Fi branded stores for the first five months of the financial year were up 7.8 per cent on the previous corresponding period, ahead of the 6.6 per cent growth seen in the first quarter but still below the 8 per cent annual growth forecast issued by the company in August.
When the benefit of new store openings was stripped out, the situation looked much worse, with sales down 3.5 per cent in the first quarter and down 1.8 per cent in the first five months of the financial year.
"Sales in the second quarter have improved, but unfortunately not enough to counter the impact of the first-quarter decline in sales and margin -- driven in large measure by a high level of discounting in the market," chief executive Terry Smart said after trading had closed yesterday. Its shares are expected to fall today.
Mr Smart said some competitors were selling stock below cost to lure customers or clear excess inventory, and because JB promises to beat any market price its gross margin had been crimped by 27 basis points compared with the first five months of the previous financial year.
While the number of televisions being sold was up 15 per cent when compared with the previous financial year, this was not enough to offset price deflation of up to 25 per cent.
"As a result of these factors, we expect earnings before interest and tax for the half year to be around 5 per cent below our first half last year, subject to Christmas trading performance being in line with recent months' trends," Mr Smart said.
However, the effect at an earnings per share level would be a decline of only 1 per cent as a result of the company having bought back 9.9 per cent of its issued stock in May.
Mr Smart said there had been some positive sales trends in October and November.
He hoped strong growth in the computer and information technology categories, plus new store openings, would improve performance in the second half of the financial year.
However, City Index chief market analyst Peter Esho said it appeared JB was "trying to put a brave face on what looks like being a very tough year".
Mr Esho also noted the company had provided no explicit earnings guidance for the full year.
Article by Blair Speedy From:The Australian