Forum for Shareholders of Farmer Bros. Co.

Forum Home Page

2007 Conclusion

Forum activities relating to Farmer Bros. Co. were suspended in 2007, following the second year of new management.

Farmer Bros. Home Page

 

Farmer Bros. Reference

 

Press Release Source: Farmer Brothers Co.

Farmer Bros. Reports Fiscal Year Earnings Per Share of $0.81 After Stock Split
Tuesday September 14, 7:00 am ET

TORRANCE, Calif.--(BUSINESS WIRE)--Sept. 14, 2004--Farmer Brothers Co. (Nasdaq:FARM) today reported earnings for the Company's fiscal year ended June 30, 2004 of $12.7 million or $0.81 per share, compared with $23.6 million or $1.30 per share in the prior fiscal year on a stock-split-adjusted basis. Fourth quarter earnings were $2.0 million or $0.11 per share compared with $5.8 million or $0.32 per share for the prior year's fourth quarter on a split-adjusted basis.

Net sales of $193.6 million in fiscal year 2004 were 4 percent lower than the prior year's $201.6 million. In the fourth quarter of 2004, however, the rate of decline was 1 percent, with net sales of $47.3 million compared with $47.8 million in last year's fourth quarter. The Company reported limited improvements in its largest marketing area, California, but growth in its Mississippi Valley operations. The Company cited reports in calendar 2004 of modest improvements in nationwide restaurant trends, but noted that nationwide data typically includes regional variations.

In response to the sales trends, management has emphasized efforts to strengthen its sales teams, including "back-to-the-basics" sales training programs. The Company noted that its new generation of information technology systems, which already are at work in the Company's administrative functions, soon will be applied to the sales function.

The Company said the results also reflect costs related to higher costs for employee benefits, including pensions and the Employee Stock Ownership Plan (ESOP); higher legal expenses, including costs associated with litigation and proxy matters; and the costs of implementing the new information system. The Company also said the average costs of green coffee throughout fiscal 2004 was 15 percent higher than in fiscal 2003; although these were partly offset by price increases, they contributed to lower gross profit margins in the second half of fiscal 2004.

The Company reported 16.075 million shares outstanding after its previously announced 10-for-one stock split in May 2004. The Company is retroactively reflecting this stock split in this quarter's report of prior-year comparisons of net income per share and weighted average shares. The number of shares used in the calculation of earnings per share reflects rules regarding the accounting of the unallocated shares held by the ESOP.

The Company said the launch of its investor-relations web site has been delayed by about a month as Company employees focus on other key information technology projects.

Farmer Bros. Co. reports the following financial figures:


                   Three Months Ended  June 30, 2004     June 30, 2003

                                Sales   $47,344,000       $47,784,000
                           Net income    $2,008,000        $5,783,000

                 Net income per share         $0.11             $0.32


                   For the Year Ended  June 30, 2004     June 30, 2003

                                Sales  $193,589,000      $201,558,000
                   Cost of goods sold    71,405,000        70,662,000
                                     ---------------     -------------
                         Gross profit   122,184,000       130,896,000
                      Selling expense    92,029,000        88,658,000
              Administrative expenses    26,392,000        18,350,000
                                     ---------------     -------------
               Income from operations     3,763,000        23,888,000
                         Other income    12,219,000        13,683,000
                                     ---------------     -------------
                  Income before taxes    15,982,000        37,571,000
                         Income taxes     3,295,000        13,942,000
                                     ---------------     -------------
                           Net income   $12,687,000       $23,629,000
                                     ===============     =============

                 Net income per share         $0.81             $1.30
                     Weighted average
                   shares outstanding    15,576,450        18,145,910

Farmer Bros. Co. is an institutional coffee roaster that sells a variety of coffee and allied products to the food service industry. The Company's signature trucks and vans bearing the "Consistently Good" logo are seen throughout Farmer Brothers' 28-state service area. Farmer Brothers has paid a dividend for 51 consecutive years, increased the dividend in each of the last seven consecutive years, and its stock price has grown on a split-adjusted basis from $1.80 a share in 1980.


Contact:

     The Abernathy MacGregor Group
     James Lucas, 213-630-6550

Source: Farmer Brothers Co.

 

The Forum is open to all Farmer Bros. shareholders, whether institutional or individual, and to professionals concerned with their investment decisions.  Its purpose is to provide shareholders with access to information and a free exchange of views on issues relating to their evaluations of alternatives.  As stated in the Forum's Conditions of Participation, participants are expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants.  It is a Forum rule that participants will not be identified or quoted without their explicit permission.

There is no charge for participation.  Franklin Mutual Advisers, LLC, the manager of funds owning approximately 12.6% of Farmer Bros. shares, provided initial sponsorship for the Forum and arranged for it to be chaired by Gary Lutin.  Continuing support and guidance of the Forum is provided by an Advisory Panel of actively interested shareholders.

For additional information or to be included in an email distribution list, send an inquiry to farm@shareholderforum.com.