10-Q: Quarterly report pursuant to Section 13 or 15(d)
Published on November 8, 2000
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D. C. 20549
FORM 10-Q
(MARK ONE)
QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE
ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 24, 2000.
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TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES
EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM _____________ TO
_______________.
COMMISSION FILE NUMBER 0-12919
PIZZA INN, INC.
(EXACT NAME OF REGISTRANT IN ITS CHARTER)
MISSOURI 47-0654575
(STATE OR OTHER JURISDICTION OF (I.R.S. EMPLOYER
INCORPORATION OR ORGANIZATION) IDENTIFICATION NO.)
5050 QUORUM DRIVE
SUITE 500
DALLAS, TEXAS 75240
(ADDRESS OF PRINCIPAL EXECUTIVE OFFICES,
INCLUDING ZIP CODE)
(972) 701-9955
(REGISTRANT'S TELEPHONE NUMBER,
INCLUDING AREA CODE)
INDICATE BY CHECK MARK WHETHER THE REGISTRANT (1) HAS FILED ALL REPORTS
REQUIRED TO BE FILED BY SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF
1934 DURING THE PRECEDING 12 MONTHS (OR SUCH SHORTER PERIOD THAT THE REGISTRANT
WAS REQUIRED TO FILE SUCH REPORTS), AND (2) HAS BEEN SUBJECT TO SUCH FILING
REQUIREMENTS FOR THE PAST 90 DAYS. YES [X] NO
INDICATE BY CHECK MARK WHETHER THE REGISTRANT HAS FILED ALL DOCUMENTS AND
REPORTS REQUIRED TO BE FILED BY SECTIONS 12, 13 OR 15(D) OF THE SECURITIES
EXCHANGE ACT OF 1934 SUBSEQUENT TO THE DISTRIBUTION OF SECURITIES UNDER A PLAN
CONFIRMED BY A COURT. YES [X] NO
AT NOVEMBER 1, 2000, AN AGGREGATE OF 10,729,173 SHARES OF THE REGISTRANT'S
COMMON STOCK, PAR VALUE OF $.01 EACH (BEING THE REGISTRANT'S ONLY CLASS OF
COMMON STOCK), WERE OUTSTANDING.
PIZZA INN, INC.
Index
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PART I. FINANCIAL INFORMATION
Item 1. Financial Statements Page
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Consolidated Statements of Operations for the three months ended
September24, 2000 and September 26, 1999 3
Consolidated Balance Sheets at September 24, 2000 and June 25, 2000 4
Consolidated Statements of Cash Flows for the three months ended
September 24, 2000 and September 26, 1999 5
Notes to Consolidated Financial Statements 7
Item 2.
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Management's Discussion and Analysis of
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Financial Condition and Results of Operations 10
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PART II. OTHER INFORMATION
Item 4. Submission of Matters to a Vote of Security Holders 12
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Item 6. Exhibits and Reports on Form 8-K 12
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Signatures 13
PART 1. FINANCIAL INFORMATION
ITEM 1. FINANCIAL INFORMATION
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PIZZA INN, INC.
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS
(Unaudited)
(1) The accompanying consolidated financial statements of Pizza Inn, Inc.
(the "Company") have been prepared without audit pursuant to the rules and
regulations of the Securities and Exchange Commission. Certain information and
footnote disclosures normally included in the financial statements have been
omitted pursuant to such rules and regulations. The consolidated financial
statements should be read in conjunction with the notes to the Company's audited
consolidated financial statements in its Form 10-K for the fiscal year ended
June 25, 2000.
In the opinion of management, the accompanying unaudited consolidated financial
statements contain all adjustments necessary to fairly present the Company's
financial position and results of operations for the interim periods. All
adjustments contained herein are of a normal recurring nature.
(2) On September 25, 2000, the Company's Board of Directors declared a
quarterly dividend of $.06 per share on the Company's common stock, payable
October 20, 2000 to shareholders of record on October 6, 2000.
(3) In October 1999, the Company loaned $2,506,754 to certain officers of
the Company in the form of promissory notes due in June 2004 to acquire 900,000
shares of the Company's common stock through the exercise of vested stock
options previously granted to them in 1995 by the Company. In July 2000, the
Company loaned $302,581 to an officer of the Company in the form of a promissory
note due in June 2004 to acquire 200,000 shares of the Company's common stock
through the exercise of vested stock options granted to him in 1995 by the
Company. The notes bear interest at the same floating interest rate the Company
pays on its credit facility with Wells Fargo and are collaterized by certain
real property and existing Company stock owned by the officers. The notes are
reflected as a reduction to stockholders' equity. The accounting for these
options has no net effect on stockholders' equity.
(4)
The following table shows the reconciliation of the numerator and denominator of
the basic EPS calculation to the numerator and denominator of the diluted EPS
calculation (in thousands, except per share amounts).
(5) Summarized in the following tables are net sales and operating revenues,
operating profit (loss), and geographic information (revenues) for the Company's
reportable segments for the three months ended September 24, 2000, and September
26, 1999.
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ITEM 2. MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND
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RESULTS OF OPERATIONS
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Quarter ended September 24, 2000 compared to the quarter ended September 26,
1999.
Diluted earnings per share for the three months ending September 24, 2000
and September 26, 1999 were $0.06 and $0.07 respectively. Net income decreased
14% to $646,000 from $747,000 for the same period last year, primarily due to
higher interest costs resulting from increased borrowings.
Food and supply sales decreased 4% or $601,000 for the quarter compared to
the same period last year. This decrease is a result of lower chainwide retail
sales in the first three months of the current year, and significantly lower
cheese prices as compared to the same period last year.
Franchise revenue, which includes income from royalties, license fees and
area development and foreign master license (collectively, "Territory") sales,
decreased 5% or $68,000 for the quarter compared to the same period last year.
This decrease is primarily the result of lower royalties due to lower chainwide
retail sales. Franchisee fees were lower due to the type of Pizza Inn units that
were opened this quarter compared to the same period last year.
Restaurant sales, which consists of revenue generated by Company-owned
training stores, for the quarter decreased 1% or $8,000 compared to the same
period of the prior year.
Other income, which consists primarily of interest income and non-recurring
revenue items, increased 521% or $99,000 compared to the same period last year.
This increase is primarily due to interest earned on officers' notes and vendor
incentives not received in the same quarter last year.
Cost of sales decreased 5% or $659,000 compared to the same period last
year. This decrease is due to lower chainwide retail sales as noted above and to
favorably lower cheese prices in the current year as compared to the same period
last year. Cost of sales, as a percentage of sales, decreased to 91% from 92%
for the same quarter last year.
Franchise expenses include selling, marketing, general and administrative
expenses directly related to the sale and continuing service of franchises and
Territories. These costs decreased 7% or $43,000 compared to the same period
last year primarily due to lower marketing costs.
General and administrative expenses increased 12% or $113,000 compared to
the same quarter last year primarily due to computer programming costs which
were capitalized in the prior year related to the computer conversion for year
2000 compliance.
Interest expense increased 83% or $116,000 compared to the same period of
the prior year primarily as a result of higher debt balances.
LIQUIDITY AND CAPITAL RESOURCES
During the first three months of fiscal 2001, the Company utilized cash
provided by operations in the amount of $1,081,000 to purchase 119,687 shares of
its own common stock for $439,000 and to pay dividends of $603,000 on the
Company's common stock.
Capital expenditures of $51,000 during the first three months included
computer upgrades, prototype plan costs, and an air conditioning system for one
of the three Company-owned stores.
The Company continues to realize substantial benefit from the
utilization of its net operating loss carryforwards (which currently total $5.6
million and expire in 2005) to reduce its federal tax liability from the 34% tax
rate reflected on its statement of operations to an actual payment of
approximately 2% of taxable income. Management believes that future operations
will generate sufficient taxable income, along with the reversal of temporary
differences, to fully realize its net deferred tax asset balance ($4.1 million
as of September 24, 2000) without reliance on material, non-routine income.
Taxable income in future years at the current level would be sufficient for full
realization of the net tax asset.
The Company entered into an agreement effective March 31, 2000 with its
current lender to extend the term of its existing $9.5 million revolving credit
line through March 2002 and to modify certain financial covenants. In addition,
the Company entered into a $5,000,000 term note with monthly principal payments
of $104,000 maturing on March 31, 2004. Interest on the term loan is payable
monthly. Interest is provided for at a rate equal to prime less an interest
rate margin of .75%, or, at the Company's option, of the Eurodollar rate plus
1.5%. In accordance with the agreement, the Company is obligated in fiscal year
2001 to cause at least 50% of the outstanding principal amount to be subject to
a fixed interest rate.
This report contains certain forward-looking statements (as such term
is defined in the Private Securities Litigation Reform Act of 1995) relating to
the Company that are based on the beliefs of the management of the Company, as
well as assumptions and estimates made by and information currently available to
the Company's management. When used in this report, the words "anticipate,"
"believe," "estimate," "expect," "intend" and similar expressions, as they
relate to the Company or the Company's management, identify forward-looking
statements. Such statements reflect the current views of the Company with
respect to future events and are subject to certain risks, uncertainties and
assumptions relating to the operations and results of operations of the Company
as well as its customers and suppliers, including as a result of competitive
factors and pricing pressures, shifts in market demand, general economic
conditions and other factors including but not limited to, changes in demand for
Pizza Inn products or franchises, the impact of competitors' actions, changes in
prices or supplies of food ingredients, and restrictions on international trade
and business. Should one or more of these risks or uncertainties materialize,
or should underlying assumptions or estimates prove incorrect, actual results
may vary materially from those described herein as anticipated, believed,
estimated, expected or intended.
PART II. OTHER INFORMATION
ITEM 4. SUBMISSION OF MATTERS TO A VOTE OF SECURITY HOLDERS
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None
ITEM 6. EXHIBITS AND REPORTS ON FORM 8-K
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There are no exhibits filed with this report. No reports on Form 8-K were
filed in the quarter for which this report is filed.
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SIGNATURES
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Pursuant to the requirements of the Securities Exchange Act of 1934, the
registrant has duly caused this report to be signed on its behalf by the
undersigned thereunto duly authorized.
PIZZA INN, INC.
Registrant
By: /s/Ronald W. Parker
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Ronald W. Parker
President and
Principal Financial Officer
By: /s/Shawn Preator
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Shawn Preator
Vice President,
Controller and
Principal Accounting Officer
Dated: November 7,2000