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CATO US Equity

Cato CorpConsumer Discretionary · Retail-Women's Clothing Stores · CIK 18255 · FY ends Jan 30
$2.92
-0.12 (-3.95%)
USD · as of 2026-08-21 · marketstack

CATO · 10-K · period ended 2024-02-03

← all CATO documents
filed 2024-03-27 · EDGAR original ↗

Our rendering of the filing — original pagination and typography are not reproduced, and tables are reduced to their short label cells (the figures live on FA). Nothing is summarized: every line below is the filing's own text.

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Item 7.

Management's Discussion and Analysis of Financial Condition and Results

of Operations:

Management’s

Discussion and

Analysis of

Financial Condition

and Results

of Operations

is intended

to provide information to assist readers in better

understanding and evaluating our financial condition and

results

of

operations.

The

following

information

should

be

read

in

conjunction

with

the

Consolidated

Financial Statements, including the accompanying Notes appearing in

Part II, Item 8 of this

annual report

on Form 10-K.

This section of the annual report

on Form 10-K generally discusses fiscal 2023

and fiscal

2022

and

year-to-year

comparisons

between

fiscal

2023

and

fiscal

2022,

as

well

as

certain

fiscal

2021

items.

Discussions

of

fiscal

2021

items

and

year-to-year

comparisons

between

fiscal

2022

and

fiscal

2021 that are not included

in this Form 10-K can

be found in “Management’s

Discussion and Analysis of

Financial

Condition

and

Results

of

Operations”

in

Part

II,

Item

7

of

the

Company’s

annual

report

on

Form 10-K for the fiscal year ended January 28, 2023.

Recent Developments

Inflationary Cost Pressure and High Interest Rates

Our

customers’

disposable

income

was

negatively

impacted

by

high

interest

rates

and

continued

inflation related to

fuel, food, housing,

including rent, and

other consumable products

and a flattening

of

wage rates in 2023. The

persistence of high interest rates and

inflation negatively affected our customers’

willingness to purchase discretionary items such as apparel, jewelry

and shoes.

Though the Federal Reserve paused

raising rates in the

fall of 2023, it

has indicated it is

committed to

maintaining

interest

rates

at

or

near

these

elevated

levels

until

inflation

subsides

to

its

targeted

levels.

These high interest rates have adversely affected the availability and cost of credit for both businesses and

our

customers.

Increasing

costs

related

to

revolving

credit,

auto

loans

and

mortgages

continue

to

negatively

impact

our

customers’

discretionary

income.

Our

customers’

willingness

to

purchase

our

products may continue to be negatively impacted by these inflationary

pressures and high interest rates.

We

believe continued

inflation and

high interest

rates negatively

impacted fiscal

2023 and

will likely

continue to have a negative impact on

consumer behavior and, by extension, our results of

operations and

financial condition during fiscal 2024.

Merchandise Supply Chain

A

significant

amount

of

our

merchandise

is

manufactured

overseas,

principally

Southeast

Asia,

and

traverses through the Panama Canal or

the Suez Canal.

Due to a sustained regional

drought, the Panama

Canal

has

reduced

the

number

of

transits

by

approximately

37%

and

has

also

reduced

the

permissible

draft of vessels

transiting the Panama Canal,

which reduces the volume

and number of

containers carried

by container

ships and

increases our

costs.

The recent

hostilities affecting

the Red

Sea and

Suez Canal

are

causing

container

ships

to

travel

a

much

longer

distance

around

the

Cape

of

Good

Hope,

which

is

increasing both lead times for merchandise during our key selling times and our costs to ship

these goods.

Both of these situations have negatively impacted 2023 and will likely continue to have a negative impact

on our results of operations and financial condition during fiscal 2024.

30

Results of Operations

The table below sets forth certain financial data of the Company

expressed as a percentage of

retail sales for the years indicated:

Fiscal Year Ended

February 3, 2024

January 28, 2023

Retail sales ....................................................................

100.0

%

100.0

%

Other revenue..................................................................

1.1

0.9

Total revenues ................................................................

101.1

100.9

Cost of goods sold ...........................................................

66.3

67.7

Selling, general and administrative........................................

36.1

32.3

Depreciation ..................................................................

1.4

1.5

Interest and other income ...................................................

0.7

0.8

Income (loss) before income taxes ................................................

(2.0)

0.2

Net income (loss)....................................................................

(3.4)

%

-

%

Fiscal 2023 Compared to Fiscal 2022

Retail sales

decreased by

6.9% to

$700.3 million

in fiscal

2023 compared

to $752.4

million in

fiscal

2022. The decrease in

retail sales in fiscal

2023 was primarily due

to a 5.9% decrease

in same-store sales

and

sales from

closed stores

in

2022

and

stores

closed

in

the

first

half

of

2023,

partially offset

by

an

additional

week of sales

in 2023 and a

small increase in

sales from stores opened in 2023. Fiscal

2023 had

53 weeks

versus 52

weeks in

fiscal 2022.

Same-store sales

for the

fiscal year

2023 decreased

primarily

due

to

lower

transactions,

partially

offset

by

fewer

returns

and

slightly

higher

average

sales

per

transaction. Same-store

sales includes

stores that

have been

open more

than 15

months. Stores

that have

been relocated or expanded are also included in the same-store sales calculation after they have been open

more

than

15

months.

In

fiscal

2023 and

fiscal

2022,

e-commerce sales

were less

than

5%

and

6%

of

total sales and same-store sales, respectively.

The method of calculating same-store sales varies across the

retail

industry.

As

a

result,

our

same-store

sales

calculation

may

not

be

comparable

to

similarly

titled

measures

reported

by

other

companies.

Total

revenues,

comprised

of

retail

sales

and

other

revenue

(principally finance

charges and

late

fees

on

customer accounts

receivable, gift

card

breakage, shipping

charges for e-commerce purchases

and layaway fees), decreased by 6.7%

to $708.1

million in

fiscal 2023

compared

to

$759.3

million

in

fiscal

2022.

The

Company

operated

1,178

stores

at

February

3,

2024

compared to 1,280 stores operated at January 28, 2023.

In fiscal 2023, the Company opened nine new stores and closed 111 stores.

Other

revenue,

a

component

of

total

revenues,

increased

to

$7.7

million

in

fiscal

2023

from

$6.9

million

in

fiscal

2022.

The

increase

was

due

to

increases

in

gift

card

breakage

and

finance

charges

associated

with

the

Company’s

proprietary

credit

card,

partially

offset

by

decreases

in

e-commerce

shipping revenue.

Credit

revenue

of

$2.6

million

represented

0.4%

of

total

revenue

in

fiscal

2023,

a

$0.4

million

increase compared to fiscal 2022 credit

revenue of $2.2 million or 0.3% of

total revenue.

The increase in

credit revenue was

primarily due to

increases in finance

charges and late

fee income as

a result of

higher

accounts receivable

balances.

Credit revenue

is comprised

of interest

earned on

the Company’s

private

label credit

card portfolio

and related

fee income.

Related expenses

include

principally payroll,

postage

and

other

administrative

expenses

and

totaled

$1.7

million

in

fiscal

2023

compared

to

$1.7

million

in

fiscal

2022.

See

Note 13

to

the

Consolidated Financial

Statements,

“Reportable Segment

Information”

for

a schedule

of

credit-related expenses.

Total

credit segment

income before

taxes

was $0.9

million in

fiscal 2023 and $0.6 million in fiscal 2022.

31

Cost

of

goods sold

was $464.3

million, or

66.3% of

retail

sales, in

fiscal

2023 compared

to

$509.7

million, or 67.7% of retail sales, in fiscal 2022. The decrease in cost of goods sold as a percentage of sales

resulted

primarily

from

lower

ocean

freight

costs

and

increased

sales

of

regular

priced

goods,

partially

offset

by deleveraging

of

occupancy and

buying costs.

Cost of

goods sold

includes

merchandise costs,

net

of

Source: SEC EDGAR (public domain) · 10-K for the period ended 2024-02-03, filed 2024-03-27 · accession 0001562762-24-000065

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