BI
BurgerFi International, Inc. (BFI)·Q4 2023 Earnings Summary
Executive Summary
- Q4 2023 revenue was $41.47M, down 8.3% YoY, while EPS was $(0.40); Adjusted EBITDA was $0.67M as lost leverage on sales pressured margins despite lower food costs .
- Anthony’s showed sequential improvement in same‑store sales and traffic vs Q3, aided by holiday performance; BurgerFi comps remained negative, with corporate SSS down 14% and franchise SSS down 8% .
- 2024 outlook introduced: revenue $170–$180M, low‑single digit corporate SSS growth, Adjusted EBITDA $7–$9M, capex $2–$3M, and 10–15 new restaurants including the NYC BurgerFi flagship and one franchised Anthony’s .
- Company disclosed non‑compliance with minimum liquidity covenant on ~$51.3M credit facility and is engaging lenders; uncertainty around outcome may be a stock reaction catalyst .
What Went Well and What Went Wrong
What Went Well
- Sequential improvement at Anthony’s in Q4 (SSS down 3% YoY but improving vs Q3 and strong holiday performance), with management noting March trends “flat to slightly positive” adjusting for Easter .
- Cost discipline: consolidated food, beverage and paper expense margin improved 42 bps YoY in Q4; for FY23, improvement was 240 bps YoY .
- Strategic investments to drive margin expansion: inventory control systems and a new POS platform at Anthony’s to enhance efficiencies and data visibility .
What Went Wrong
- Top line softness: consolidated revenue fell 8.3% YoY to $41.47M; consolidated systemwide sales fell to $65.0M (from $71.6M), driven by negative BurgerFi comps and softer Anthony’s comps .
- Margin pressure from lower sales leverage: restaurant‑level operating expenses as % of restaurant sales increased, notably at BurgerFi (+660 bps YoY in Q4), constraining EBITDA .
- Liquidity/covenant breach risk: the company was not in compliance with minimum liquidity covenants on its credit agreement, creating near‑term financing uncertainty .
Financial Results
Segment breakdown (Anthony’s vs BurgerFi)
KPIs and trend
Consensus vs Actual (Q4 2023)
Note: S&P Global consensus was unavailable via our GetEstimates tool; third‑party sources are cited above.
Guidance Changes
Earnings Call Themes & Trends
Management Commentary
- CEO: “2023 was a challenging year… I implemented five key strategic priorities… which should ultimately drive long‑term, profitable growth.” And, “Anthony’s had a 3% decrease in same‑store sales… sequential improvement… encouraging performance during the Christmas holidays… March flat to slightly positive, adjusting for the Easter shift.”
- CFO: “Top line softness pressured margins… declines in payroll and corporate expense dollars… inventory control systems at both brands and a new POS platform at Anthony’s… greater margin expansion opportunity… as we come out of the recovery.”
- Q3 setup (for trajectory): “Successfully executed the biggest enhancement of the BurgerFi menu… adding wings and salad bowls… launch chicken sandwiches… decreased turnover… reduced training labor… higher consumer satisfaction scores… faster throughput and ticket times.”
- Q2 plan: “We cannot accept performance like 2Q… launch much‑needed new crispy and grilled chicken sandwiches… improve milkshakes… fix the french fries.”
Q&A Highlights
- Participants included BTIG; the call focused on Q4/FY23 results and FY2024 outlook (revenues, comps, EBITDA, development plans) .
- Management emphasized operational efficiency initiatives (inventory systems, Anthony’s POS) and sequential comp improvements at Anthony’s, while acknowledging continued softness at BurgerFi .
- Liquidity and covenant non‑compliance were addressed, with ongoing discussions with lenders and no assurance on outcomes at this time .
Estimates Context
- S&P Global consensus estimates were unavailable through our data tool for BFI’s Q4 2023.
- Third‑party sources indicate EPS of $(0.40) missed consensus by $0.21, and revenue of $41.47M beat consensus by $1.47M, implying stronger‑than‑expected sales despite margin headwinds .
Key Takeaways for Investors
- Revenue resilience vs consensus with a sales beat, but EPS miss underscores margin sensitivity to comp declines and lost sales leverage; near‑term trading likely focuses on comp trajectories and margin recovery pace .
- Anthony’s is showing sequential improvement and is likely the near‑term margin/Sales stabilizer; monitor continued traffic/SSS recovery and POS rollout benefits .
- BurgerFi comps remain negative; watch impact of menu upgrades (wings, salads, chicken) and operational fixes (fries, throughput) on mix and margins in 1H24 .
- 2024 outlook points to modest growth with Adjusted EBITDA expansion; execution on inventory/POS and cost controls is key to achieving $7–$9M Adjusted EBITDA and low‑single digit corporate comps growth .
- Liquidity/covenant breach adds financing overhang; outcome of lender discussions could be a stock‑moving catalyst—risk management and potential refinancing actions bear close scrutiny .
- Development rationalization continues (store closures, selective franchising, NYC flagship); expect disciplined growth to support brand equity and unit economics .
- Digital channel remains stable at ~32% of systemwide sales, providing a consistent demand channel while operational improvements aim to lift in‑store leverage .