Early Access

10-QPeriod: Q1 FY2009

SIMON PROPERTY GROUP INC. Quarterly Report for Q1 Ended Mar 31, 2009

Filed May 1, 2009For Securities:SPGSPG-PJ

Summary

Simon Property Group, Inc. (SPG) reported its first quarter 2009 results, demonstrating resilience amidst a challenging economic environment. The company saw a notable increase in diluted earnings per share, rising by 15.4% to $0.45 compared to $0.39 in the prior year period. This growth was driven by lease termination income, reduced interest expenses due to lower debt levels and declining LIBOR rates, and successful cost-saving measures across property operations and administrative functions. Despite a 7.3% decline in regional mall comparable sales per square foot, the company successfully increased average base rents by 6.8% and achieved a strong leasing spread of 25.0%, indicating effective lease management and strong tenant demand for its prime locations. Financially, SPG maintained a strong liquidity position, with cash and cash equivalents increasing to $898.3 million. The company actively managed its debt, repaying $700 million in unsecured notes and issuing $650 million in new notes to optimize its capital structure. While the retail landscape presented headwinds, evidenced by a slight decrease in regional mall occupancy to 90.8%, SPG's Premium Outlet centers continued to perform well with 96.9% occupancy and only a marginal decrease in comparable sales, underscoring the appeal of value-oriented shopping. The company also emphasized its ongoing cost control measures and strategic development pipeline, projecting sufficient resources to meet its obligations through 2010.

Financial Statements
Beta
Revenue$918.49M
Operating Expenses$554.28M
Operating Income$364.22M
Interest Expense$226.04M
Net Income$106.77M
EPS (Basic)$0.45
EPS (Diluted)$0.45
Shares Outstanding (Basic)235.91M
Shares Outstanding (Diluted)236.13M

Key Highlights

  • 1Diluted earnings per share increased by 15.4% to $0.45 in Q1 2009, up from $0.39 in Q1 2008.
  • 2Total revenue grew to $918.5 million from $895.3 million year-over-year, indicating top-line resilience.
  • 3Regional mall comparable sales per square foot decreased by 7.3%, but average base rents increased by 6.8% with a strong leasing spread of 25.0%.
  • 4Premium Outlet centers demonstrated strong performance with 96.9% occupancy and a modest 0.8% decrease in comparable sales per square foot.
  • 5Cash and cash equivalents increased to $898.3 million as of March 31, 2009, up from $773.5 million at the end of 2008.
  • 6The company repaid $700 million in unsecured notes and issued $650 million in new notes, actively managing its debt structure.
  • 7Despite economic pressures, the company reported a 13.5% increase in Funds from Operations (FFO) to $476.8 million.

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