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View Full Version : Panic - The Sky is Falling


Tim Hayes.
April 22nd, 2006, 02:07 PM
Last paragraph.

A.C. Moore Q1 Sales Up 8%
April 21, 2006
By Eric Peterson

BERLIN, NJ-A.C. Moore Arts & Crafts Inc. enjoyed an 8.2% sales increase for Q1 2006 ended March 31, with the final number coming it at $132.9 million compared to ’05’s $122.9 million. However, net income for the period was $136,000, or just $0.01 per diluted share, compared with $1.3 million and $0.06 one year earlier. Company officials also reported yesterday that same store sales were off by 1.8%.

A.C. Moore officials blame the company’s struggling yarn business for the fall-off in profits and same store sales. Noting that the final numbers were in line with earnings estimates, president and COO Lawrence Fine told analysts that, “we expected Q1 sales to be very challenging and impacted by the decline in our yarn business. In fact, we did lose $8.2 million, or 45% in comp store yarn sales during Q1.

“However, the most encouraging news is the rest of the store was up almost 6% on a comp store basis,” Fine said during yesterday’s conference call. “Our best performing department were basic crafts, seasonal and jewelry making. As we move into Q2 and the rest of the year, yarn sales will have a much smaller impact on our total business,” he added, noting that in 2005, Q1 yarn sales were 15.1% of the company’s total business, a figure that dropped to just 6.6% in Q2 as the weather got warmer.

Among other numbers released yesterday by CFO Leslie Gordon: Q1 net income included a net of tax expense amounting to $555,000, or $0.03 per diluted share, for stock-based compensation. Also, the customer count was down .7%, the average ticket was down 1.1% and the gross margin was 40%, “up 80 basis points from 2005.” The company opened four new stores during the period, including its second in Florida, and it will be opening its third Florida store in Q2

Besides the struggling yarn business, the 113-store chain’s sales in the February/March period were negatively impacted by the blizzard in February and the fact that Easter occurred in April this year rather than March, Fine pointed out. “But we feel we will achieve our sales plan for the balance of the year. Many of the merchandising resets we did last year are showing positive effects. The changes we made provided the foundation for improved merchandise adjacencies and departmental flow.”

Fine also announced that the custom framing business in 25 of the company’s stores, currently leased to an outside company, “will be managed and operated by A.C. Moore as of July 1, 2006. We are very excited by our entry into the framing business, and we expect to see significant sales and margin increases. We will also add custom frame shops in at least another 12 stores, including new stores, this year, and in the first four months of 2007 we are looking to add shops in an additional 24 to 30 stores.

duncan
April 22nd, 2006, 02:23 PM
Oh boy! More high school dropouts to serve your every need!

Paul N
April 22nd, 2006, 02:38 PM
There is an AC Moore not far from where I live but they don't do framing.

Did they always frame or is this something they started lately?

Rogatory
April 22nd, 2006, 03:38 PM
Wow to lose $8.2 million in the first quarter alone, on one line of merchandise!

Ok, I don't understand the numbers, could someone explain to me "customer count was -.7% and average ticket was down 1.1% and the gross margin was 40%, up 80 basis points from 2005”. What are 'basis points'?

Steph
April 22nd, 2006, 03:42 PM
Our Ac Moore does framing, I don't find tehm a threat. I mostly hear people complaining about the prices and how long it takes to get a mat cut--2+weeks

Grumbler F.K.A. Harry
April 22nd, 2006, 04:35 PM
Don't panic. Everyone thinks this framing thing is easy. They'll see.

They may see improvements in their existing framing departments as they change operating management. For the existing stores thay will have some work to do to win back old customers.

Patrick Leeland
April 22nd, 2006, 04:38 PM
Isn't AC Moore also the same as Garden Ridge? I thought someone mentioned that before...?

PL

Susan May
April 23rd, 2006, 04:38 PM
AC Moore is a "small" chain that started in Moorestown NJ. They dona't actually do thier own framing, but contract their framing to a framing franchise. (I wish I remembered which one.) The frame shop employees are not actually AC Moore employees, so they won't help the craft customers.

As for the rest of the article... I don't understand why their Yarn sales are down... according to the craft industry magazines, Knitting is up! Yarn sales should be up too! (Though, I personally don't know anyone who is taking up knitting right now.)

So, I don't think you have to worry about AC Moore as a whole being a threat. But I would not shove all of them aside... like in any frame shop, there are good framers, and bad.. Just keep an eye on the ones close to you!

Barb Pelton
April 23rd, 2006, 07:10 PM
Originally posted by Rogatory:
What are 'basis points'? One hundreth of a percentage point.

AWG
April 23rd, 2006, 10:17 PM
Patrick: AC Moore framing services and Garden Ridge framing service USED TO BE run by the same company - BA Framer out of Memphis. With this change BAF is (supposed to be) going into their own thing - those of you in Memphis and other areas should know about the BA Framer stores - lots of preframed art and custom framing.

Sue is right - one of the very best framers I know works in for BA Framer at an AC Moore location. Others in the group - not so great.

Tony

Susan May
April 23rd, 2006, 11:46 PM
Thanks Tony, you got the name of the franchise I was trying to think of. It IS BA Framer.

TADPORTER
April 24th, 2006, 12:09 PM
Originally posted by AWG:
BAF is (supposed to be) going into their own thingActually, BA has been doing their own thing for a little over forty years now. They currently have nine stores in the Memphis area and perhaps 100 or so nationwide.

The Garden Ridge, AC Moore program was a nice deal for them while it lasted. They do have other similar deals still in place. BA is currently re-focusing on the existing stores with an emphasis an new store developement locally and nationwide. With current ownership, this is a well run company with darn good employees overall.

--
Mike