Scotts Miracle-Gro shares tumble on revenue miss, pulled guidance

Published 30/04/2025, 15:20
Scotts Miracle-Gro shares tumble on revenue miss, pulled guidance

Investing.com -- Scotts Miracle-Gro Company (NYSE:SMG) shares plunged 10.2% after the lawn and garden products maker reported second-quarter revenue that fell short of analyst expectations and withdrew full-year guidance for its Hawthorne segment due to cannabis industry uncertainty.

The company posted adjusted earnings per share of $3.98 for the quarter ended March 29, 2025, beating the analyst estimate of $3.94. However, revenue came in at $1.42 billion, missing the consensus forecast of $1.5 billion and declining 7% YoY from $1.53 billion.

U.S. Consumer segment sales decreased 5% to $1.31 billion, which the company attributed to a colder start to the lawn and garden season pushing some expected second-quarter sales into the third quarter. Despite the revenue miss, Scotts Miracle-Gro reaffirmed its full-year guidance for U.S. Consumer segment net sales, adjusted gross margin, adjusted EBITDA, and free cash flow.

"We have made substantial progress in the key financial metrics that support our full-year guidance," said Jim Hagedorn, chairman and CEO. "An important underlying story is POS, as for the second straight quarter we drove double-digit increases in consumer takeaway, reflecting the power of our franchise and health of our consumer."

The company reported that consumer point-of-sale (POS) units were up 12% through the first half of the fiscal year. It expects 60% of full-year consumer takeaway to occur in the third quarter.

Scotts Miracle-Gro’s adjusted gross margin rate improved to 39.1% from 35.3% in the prior year, primarily due to lower material, manufacturing, and distribution costs, as well as improved product and segment mix.

While maintaining guidance for its core business, the company withdrew full-year revenue guidance for its Hawthorne segment, citing continued uncertainty in the cannabis industry. Scotts Miracle-Gro plans to provide an updated outlook in early June.

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