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Q4 Earnings Highlights: Service International (NYSE:SCI) Vs The Rest Of The Specialized Consumer Services Stocks

StockStory - Tue Apr 2, 3:30AM CDT

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The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how the specialized consumer services stocks have fared in Q4, starting with Service International (NYSE:SCI).

Some consumer discretionary companies don’t fall neatly into a category because their products or services are unique. Although their offerings may be niche, these companies have often found more efficient or technology-enabled ways of doing or selling something that has existed for a while. Technology can be a double-edged sword, though, as it may lower the barriers to entry for new competitors and allow them to do serve customers better.

The 8 specialized consumer services stocks we track reported a slower Q4; on average, revenues beat analyst consensus estimates by 0.9% while next quarter's revenue guidance was 4.6% below consensus. Inflation (despite slowing) has investors prioritizing near-term cash flows, and while some of the specialized consumer services stocks have fared somewhat better than others, they have not been spared, with share prices declining 5.9% on average since the previous earnings results.

Service International (NYSE:SCI)

Founded in 1962, Service International (NYSE: SCI) is a leading provider of death care products and services in North America.

Service International reported revenues of $1.06 billion, up 2.7% year on year, topping analyst expectations by 3.2%. It was a decent quarter for the company, with revenue and EPS exceeding analysts' expectations, driven by better-than-expected performance in its cemetery segment. Its Funeral Services Performed also topped Wall Street's projections.

Service International Total Revenue

The stock is up 7.6% since the results and currently trades at $73.35.

Is now the time to buy Service International? Access our full analysis of the earnings results here, it's free.

Best Q4: Carriage Services (NYSE:CSV)

Established in 1991, Carriage Services (NYSE:CSV) is a provider of funeral and cemetery services in the United States.

Carriage Services reported revenues of $98.83 million, up 5.2% year on year, outperforming analyst expectations by 5.5%. It was a very strong quarter for the company, with an impressive beat of analysts' revenue and earnings estimates.

Carriage Services Total Revenue

Carriage Services scored the biggest analyst estimates beat and highest full-year guidance raise among its peers. The stock is up 5.7% since the results and currently trades at $26.52.

Is now the time to buy Carriage Services? Access our full analysis of the earnings results here, it's free.

Weakest Q4: Mister Car Wash (NYSE:MCW)

Formerly known as Hotshine Holdings, Mister Car Wash (NYSE:MCW) offers car washes across the United States through its conveyorized service.

Mister Car Wash reported revenues of $230.1 million, up 7.4% year on year, falling short of analyst expectations by 0.1%. It was a weak quarter for the company, with underwhelming earnings guidance for the full year. Mister Car Wash slightly topped analysts' EPS expectations during the quarter despite a same store sales and revenue miss.

The stock is down 13.1% since the results and currently trades at $7.57.

Read our full analysis of Mister Car Wash's results here.

LKQ (NASDAQ:LKQ)

A global distributor of vehicle parts and accessories, LKQ (NASDAQ:LKQ) offers its customers a comprehensive selection of high-quality, affordably priced automobile products.

LKQ reported revenues of $3.50 billion, up 16.7% year on year, falling short of analyst expectations by 0.4%. It was a mixed quarter for the company, with a miss of analysts' organic revenue estimates. On the other hand, EPS came in ahead of expectations.

LKQ delivered the fastest revenue growth among its peers. The stock is up 6.2% since the results and currently trades at $53.45.

Read our full, actionable report on LKQ here, it's free.

Pool (NASDAQ:POOL)

Founded in 1993 and headquartered in Louisiana, Pool (NASDAQ:POOL) is one of the largest wholesale distributors of swimming pool supplies, equipment, and related leisure products.

Pool reported revenues of $1.00 billion, down 8.5% year on year, falling short of analyst expectations by 1.6%. It was a weaker quarter for the company, with a miss of analysts' revenue estimates.

Pool had the weakest performance against analyst estimates and slowest revenue growth among its peers. The stock is up 2.7% since the results and currently trades at $399.7.

Read our full, actionable report on Pool here, it's free.

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