Purple Innovation Inc (PRPL) Q1 2025 Earnings Call Highlights: Navigating Challenges with ...

In This Article:

  • Revenue: $104.2 million, down 13% year-over-year.

  • Showroom Revenue Growth: 7% increase, with comparable sales up 11%.

  • Adjusted EBITDA: Increased by $8 million and 650 basis points compared to last year.

  • Adjusted Gross Margin: Exceeded 40%, improving by 550 basis points year-over-year.

  • Wholesale Revenue: $40.8 million, down 24.2% year-over-year.

  • Direct-to-Consumer Revenue: $63.4 million, with showrooms up 7.4% despite a 5% reduction in store count.

  • E-commerce Revenue: Down 8.2% year-over-year.

  • Operating Expenses: $55.5 million, down 14.4% year-over-year.

  • Adjusted Net Loss: Negative $11.9 million, improved from negative $20.4 million last year.

  • Adjusted Loss Per Share: Negative $0.11, compared to negative $0.19 last year.

  • Cash and Cash Equivalents: $21.6 million as of March 31, 2025.

  • Inventory: $60.2 million, down 16.5% year-over-year.

  • Cash Used in Operations: $23.1 million, compared to $16.8 million last year.

  • Full Year Revenue Guidance: $465 million to $485 million.

  • Full Year Adjusted EBITDA Guidance: Flat to up $10 million.

Release Date: May 06, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Purple Innovation Inc (NASDAQ:PRPL) delivered first-quarter results in line with revenue guidance and ahead of adjusted EBITDA guidance.

  • Showroom channel revenue grew 7%, marking the fifth consecutive period of revenue growth, with comparable sales up 11%.

  • Adjusted gross margins exceeded 40% for the fourth consecutive quarter, improving by 550 basis points compared to last year.

  • The company announced a significant expansion of its partnership with Mattress Firm, expected to drive more than $70 million in incremental net revenue beginning next year.

  • Purple Innovation Inc (NASDAQ:PRPL) launched the new Rejuvenate 2.0 mattress line, receiving positive initial feedback and increasing slot commitments across the wholesale channel by more than 60% year over year.

Negative Points

  • First-quarter revenue of $104.2 million was down 13% compared to last year, primarily due to softness in wholesale and e-commerce channels.

  • E-commerce sales declined by 8% year over year, reflecting challenges in conveying product benefits digitally.

  • Wholesale channel sales were down 24% compared to last year, impacted by fewer doors and broad-based volume declines.

  • The company faces potential annual cost impacts of approximately $10 million due to recent US tariff charges.

  • Purple Innovation Inc (NASDAQ:PRPL) reported an adjusted net loss of $11.9 million for the first quarter, although this was an improvement from the previous year's loss.