经济观察网 巴克尔（BKE）近期动态与关注点分析。最新销售数据已发布，业绩保持稳定。 基于当前可获取的公开信息，资料中未提及巴克尔（BKE）在2026年2月之后有具体 scheduled 事件（如 财报发布、股东会议或重大业务公告）。投资者可持续关注公司官方渠道（如投资者关系网站）以获取 最新日程安排。 行业政策与环境 作为零售企业，巴克尔（BKE）的业绩可能受消费者支出趋势、季节性因素及宏观经济变化影响。公司 通常按季度发布财报，下一次财报时间可能参考历史 pattern（如2025年财报已于2026年初发布），但 具体日期需以官方公告为准。 以上内容基于公开资料整理，不构成投资建议。 经营状况 根据雪球发布的投资记录，巴克尔（BKE）公布了2026年1月份的销售情况。数据显示，截至2026年1月 31日的四周期间，可比门店净销售额同比增长1.7%，净销售额达到6180万美元，较去年同期增长 3.7%。此外，2026年第四季度（13周）可比门店净销售额增长3.9%，净销售额为3.991亿美元，同比增 长5.3%。这表明公司近期销售表现稳健。 近期事件 ...

Company Overview - The Buckle is a leading U.S. specialty retailer with a national footprint and a strong online presence, focusing on casual apparel, footwear, and accessories [6][8] - The company operates a vertically integrated retail model, generating revenue primarily from direct sales to consumers through physical stores and an e-commerce platform [8] - The Buckle targets young men and women in the U.S., emphasizing fashion-conscious customers seeking branded and exclusive private label products [8] Financial Performance - As of February 12, 2026, The Buckle's stock price was $52.65, reflecting a 35.1% increase over the past year, with an alpha of 22.2 percentage points compared to the S&P 500 [7] - The company reported $48.7 million in quarterly net income on $320.8 million in sales, marking a 9.3% year-over-year increase, with comparable sales up 8.3% and online revenue rising 13.6% to $53.0 million [9] - For the first 39 weeks of fiscal 2025, net income reached $128.9 million on $898.7 million in sales [9] Investment Position - Impala Asset Management LLC increased its stake in The Buckle by acquiring 162,119 additional shares, bringing its total investment to $21.37 million, which represents 14.4% of its reportable assets [2][10] - The Buckle's position in Impala's portfolio ranks third, following Century Aluminum and ERO, indicating a significant investment strategy focused on operating leverage and pricing power rather than sector labels [10] Balance Sheet - The Buckle's balance sheet shows $316.2 million in cash and total stockholders' equity of $510.7 million, suggesting a solid financial foundation [11] - The company's ability to maintain disciplined inventory, a strong private label mix, and steady comparable sales is crucial for sustaining margins in a volatile consumer cycle [11]

Core Insights - The company reported a 1.7% increase in comparable store sales for the 4-week period ended January 31, 2026, compared to the same period in the previous year [1] - Total net sales for the same period rose by 3.7% to $61.8 million, up from $59.5 million in the prior year [2] Men's Business Performance - Men's sales decreased by 2.5% for the 4-week fiscal period ended January 31, 2026, compared to the previous year [2] - Men's business accounted for approximately 44% of total sales, down from 46.5% in the same period last year [2] - Overall price points for men's products increased by about 4% during the fiscal month [2] Women's Business Performance - Women's sales increased by 6.5% for the 4-week fiscal period ended January 31, 2026, compared to the previous year [3] - Women's business represented approximately 58% of total sales, up from 53.5% in the same period last year [3] - Overall price points for women's products increased by about 6.5% during the fiscal month [3] Accessory Sales - Accessory sales for the combined men's and women's categories increased by approximately 1% compared to the prior year [4]

Core Insights - The Buckle, Inc. reported its net sales for January 2026, indicating a significant performance metric for the company [1] Financial Performance - The company's net sales for January 2026 showed a year-over-year increase, reflecting positive growth trends in the retail sector [1] - Specific figures regarding the total net sales amount and percentage increase compared to the previous year were highlighted, showcasing the company's financial health [1]

Summary of Buckle (NYSE:BKE) Update - February 04, 2026 Company Overview - Buckle operates 440 retail stores across 42 states, maintaining the same store count as of February 5, 2025 [4] Key Financial Metrics - Comparable store sales for the four-week period ending January 31, 2026, increased by 1.7% compared to the same period in the previous year [1] - Total net sales for the four-week fiscal month rose by 3.7% to $61.8 million, up from $59.5 million in the prior year [1] - Men's sales decreased by 2.5% for the same period [1] Sales Breakdown - Men's business accounted for approximately 44% of total sales, down from 46.5% in the prior year [2] - Women's business represented about 56% of total sales, up from 53.5% a year ago, with sales increasing by 6.5% [2] - Accessory sales increased by approximately 1%, while footwear sales decreased by about 7.5% [3] - Average accessory price points rose by 7.5%, and average footwear price points increased by approximately 10.5% [3] Transaction Metrics - Units per transaction (UPT) decreased by approximately 1.5% [3] - Average transaction value increased by about 4% compared to the prior year [3] Forward-Looking Statements - The company does not provide guidance on current sales or project results for the next quarter [4] - Future performance may differ materially from forward-looking statements due to various risks and uncertainties [4]

Core Insights - The Buckle, Inc. announced the retirement of Kari G. Smith and Michelle M. Hoffman, effective February 13, 2026, marking a significant leadership transition within the company [1][2][3] Leadership Changes - Kari G. Smith has been with Buckle since May 1978, progressing through various leadership roles, including Vice President of Sales in May 2001 and Executive Vice President of Stores in February 2014. She has served on the Board of Directors since February 2018 [2] - Michelle M. Hoffman joined Buckle in August 1979 and has also advanced through the ranks, becoming Vice President of Sales in March 2014 and Senior Vice President of Sales in February 2022 [3] Company Overview - Buckle is a specialty retailer focused on providing exceptional service and style through memorable shopping experiences, operating 441 retail stores across 42 states [4]

Core Viewpoint - The Buckle, Inc. reported its net sales for December 2025, indicating a significant performance in the retail sector [1] Group 1: Financial Performance - The Buckle, Inc. achieved net sales of $XXX million in December 2025, reflecting a Y% increase compared to the same month in the previous year [1] - The company's year-to-date net sales reached $XXX billion, showing a Z% growth compared to the previous year [1] Group 2: Market Context - The retail industry continues to experience fluctuations, with consumer spending patterns impacting sales figures across various sectors [1] - The Buckle's performance is indicative of broader trends within the retail market, highlighting the importance of adapting to changing consumer preferences [1]

Core Insights - The article does not provide specific investment recommendations or advice, emphasizing that past performance is not indicative of future results [2][3] Group 1 - The article expresses that the information presented is believed to be factual and up-to-date, but does not guarantee its accuracy [2][3] - It highlights that the views or opinions expressed may not reflect those of the platform as a whole, indicating a diversity of perspectives among analysts [3] - The article clarifies that the authors are not licensed securities dealers or investment advisers, which may affect the interpretation of the information provided [3]

Financial Performance - Net sales increased from $293.6 million in Q3 2024 to $320.8 million in Q3 2025, a 9.3% increase[54] - Comparable store net sales for Q3 2025 increased 8.3% compared to Q3 2024, driven by a 6.4% increase in transactions and a 4.2% increase in average unit retail[54] - Gross profit for Q3 2025 was $153.9 million, representing 48.0% of net sales, up from 47.7% in Q3 2024[59] - Year-to-date net sales rose from $838.5 million in the first three quarters of 2024 to $898.7 million in 2025, a 7.2% increase[55] - Online sales for Q3 2025 increased 13.6% to $53.0 million compared to $46.6 million in Q3 2024[54] - Year-to-date net income for fiscal 2025 was $128.9 million, compared to $118.3 million for fiscal 2024[64] Operational Efficiency - Income from operations for Q3 2025 was $60.9 million, or 19.0% of net sales, compared to $54.5 million, or 18.6% of net sales, in Q3 2024[63] - The company plans to open 2 new stores and complete 6 full store remodels during the remainder of fiscal 2025, with estimated capital expenditures of $50.0 to $55.0 million[68] Financial Position - The company had working capital of $294.7 million as of November 1, 2025, including $316.2 million in cash and cash equivalents[65] - The company has an unsecured line of credit of $25.0 million with Wells Fargo Bank, with no bank borrowings as of November 1, 2025[70] - As of November 1, 2025, the liability for unredeemed gift cards and certificates was $13.0 million, down from $17.0 million as of February 1, 2025[71] - The accrued liability for sales returns was $3.9 million as of November 1, 2025, compared to $2.6 million as of February 1, 2025[72] - The adjustment to inventory for markdowns and/or obsolescence was $10.0 million as of November 1, 2025, an increase from $9.2 million as of February 1, 2025[75] - Total contractual obligations amounted to $510.9 million as of November 1, 2025, with operating lease payments constituting $460.7 million[78] - The Company has an unsecured line of credit of $25.0 million, with $10.0 million available for letters of credit[78] Seasonal Impact - The holiday and back-to-school seasons accounted for approximately 35% of the Company's fiscal year net sales for fiscal years 2024, 2023, and 2022[79] Risk Factors - A one-quarter percent decline in the interest/dividend rate on cash and investments would decrease the Company's net income by approximately $0.5 million[81] - The Company does not anticipate that the tax reform provisions in the One Big Beautiful Bill Act will have a material impact on its consolidated financial statements[74] - The Company regularly evaluates its estimates related to inventory, investments, incentive bonuses, and income taxes, which could affect reported results[70]

Core Insights - The Buckle, Inc. reported a 2.5% increase in comparable store net sales for the 4-week period ended November 29, 2025, compared to the same period in the previous year [1] - Total net sales for the same 4-week fiscal month rose by 3.9% to $122.1 million from $117.5 million year-over-year [1] - Year-to-date comparable store net sales for the 43-week period ended November 29, 2025, increased by 5.9% compared to the prior year [2] - Total net sales for the 43-week fiscal period reached $1.021 billion, reflecting a 6.8% increase from $956.0 million in the previous year [2] Company Overview - Buckle is a specialty retailer known for high-quality, on-trend apparel, accessories, and footwear, with a strong focus on denim [3] - The company operates 444 retail stores across 42 states, having opened two new stores in Owensboro, Kentucky, and Sevierville, Tennessee during fiscal November [3] - As of December 4, 2024, Buckle operated 445 stores in 42 states [3]