Table of Contents UNITED STATES 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 August 2, 2025 or ☐ 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 1-32349 SIGNET JEWELERS LIMITED (Exact name of Registrant as specified in its charter) Bermuda Not Applicable (Sta ...

Core Viewpoint - Signet Jewelers has shown strong performance in its latest earnings report, exceeding estimates and demonstrating growth driven by strategic initiatives and market adaptations [1][4]. Financial Performance - Comparable sales increased by 2% in the second quarter, leading to overall revenue of $1.54 billion, surpassing estimates of $1.5 billion [6]. - Gross margin improved by 60 basis points to 38.6%, attributed to a 12% rise in average unit retail prices in the fashion segment, contributing to a 9% overall increase [6]. - Adjusted operating income rose by 20% to $85.4 million, with adjusted earnings per share increasing from $1.25 to $1.61, significantly above estimates of $1.24 [8]. Strategic Initiatives - The company's "Grow Brand Love" strategy is yielding results, with same-store sales growth of 5% for two consecutive quarters at major brands Kay, Zales, and Jared [10]. - Investment in key brands is a core component of the strategy, with efforts to differentiate brands like Blue Nile and James Allen to avoid overlap [11]. Future Outlook - Signet raised its full-year revenue guidance to a range of $6.67 billion to $6.82 billion, up from $6.57 billion to $6.8 billion, and adjusted its same-store sales forecast to aim for positive growth [9]. - The adjusted EPS target was lifted from $7.70 to a new range of $8.04 to $9.57, indicating confidence in continued performance [9]. Valuation and Stock Performance - The stock is considered a good value, trading at a forward price-to-earnings ratio of 10 based on updated guidance, with ongoing free cash flow generation [12]. - The company has reduced shares outstanding by 8% over the past year, indicating a tactical approach to stock buybacks [13].

Signet Jewelers Ltd. SIG stock is up nearly 20% over the past month, driven in part by Taylor Swift's engagement to Travis Kelce and by the company's second-quarter financial results. SIG stock is up 84% over the last six months. See the chart here. Here's a look at these recent catalysts. Signet CEO on the “Taylor Swift Effect”Signet’s CEO J.K. Symancyk joined CNBC's Jim Cramer on Tuesday night to discuss the impact Swift’s engagement had on the jewelry sector. Read Next: Google Stock Roars Back After ‘Gov ...

All right. What managed to rally in spite of today's overall ugly tape. How about Sing Jewelers, the parent of K Jeweler, Zales, and Jared.This morning, SA reported a healthy revenue beat and an enormous earnings beat. Management raising their four-year forecast. We'd like this now.You know, I've been keeping track of this one for a long time. Often speaking with former CEO Jenna Dros about she stepped down in November. We haven't had a chance really to spend a lot of time with the successor.So this is our ...

Okay. So, laboratory, your predecessor came on. We were worried about laboratory because whether they held value or not.And we're worried about gold in the impact of how it's too expensive and what those mean for the consumer and therefore for your stores. >> Well, let's let's talk about diamonds first. And and I say diamonds because we do make the distinction between a natural diamond and a lab grown diamond, but we talk about them as a category because there is a market and a demand for both.And we see th ...

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Key Takeaways Signet posted Q2 EPS of $1.61, up 28.8% Y/Y, and revenues of $1.54B, both ahead of estimates.Gross margin rose 60 bps to 38.6%, while adjusted operating margin improved 100 bps to 5.6%.Signet raised FY26 sales, EPS and operating income guidance following its strong Q2 results.Signet Jewelers Limited (SIG) posted impressive second-quarter fiscal 2026 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. Additionally, both revenues and earnings increased year over year. Sa ...

Signet Jewelers (SIG) Q2 2026 Earnings Call September 02, 2025 08:30 AM ET Company ParticipantsRob Ballew - SVP - IR & Capital MarketsJ.K. Symancyk - CEO & DirectorJoan Hilson - Chief Operating & Financial OfficerPaul Lejuez - Managing DirectorLorraine Hutchinson - Managing DirectorRandal Konik - Managing DirectorRobert Bischoff - Equity Research AssociateMauricio Serna - Executive DirectorDana Telsey - CEO & Chief Research OfficerConference Call ParticipantsJim Sanderson - Equity Research AnalystOperatorGo ...

Financial Data and Key Metrics Changes - Revenue for the quarter was over $1.5 billion, with same-store sales growth of 2%, driven by growth in fashion and services [16][19] - Adjusted operating income grew more than 20% to $85 million, with adjusted EPS at $1.61, a 29% increase from last year [19][24] - Gross margin rate expanded by 60 basis points year-over-year, with merchandise margin expansion contributing to this growth [17][18] Business Line Data and Key Metrics Changes - Fashion delivered a 2% same-store sales growth, with lab-grown diamond (LGD) products showing strong performance, particularly at key gifting price points [16][19] - Services grew over 7% in the quarter, led by higher attachment rates of extended service agreements [16] - Bridal comps were roughly flat, but the three largest brands delivered mid-single-digit revenue growth [16] Market Data and Key Metrics Changes - LGD fashion penetration grew to approximately 14% of fashion sales, indicating a significant increase in customer interest [5][48] - The company expects to triple the number of LGD fashion pieces priced below $1,000 compared to last year [13][19] - The impact of tariffs, particularly from India, has been a concern, with current tariffs at 50% due to recent increases [25][80] Company Strategy and Development Direction - The company is focused on its "Grow Brand Love" strategy, emphasizing distinct merchandise, enhanced marketing, and unique customer experiences [3][5] - There is a strong emphasis on modernizing brands like Kay and Zales to attract a younger audience and increase repeat purchases [9][10] - The marketing strategy has shifted to a full-funnel approach, with increased spending on social media channels [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the holiday season with the right merchandise assortment and marketing campaigns [12][26] - The company is optimistic about consumer spending during the holiday season, despite a measured consumer environment [66][71] - Management highlighted the importance of maintaining strong supplier relationships to mitigate tariff impacts [32][79] Other Important Information - The company repurchased approximately $32 million of shares in the quarter, with a total of roughly $150 million year-to-date [20] - The balance sheet remains strong, with cash ending the quarter at $281 million and total liquidity exceeding $1.4 billion [19][20] - The company is actively evaluating the positioning of its digital brands, particularly Blue Nile and James Allen, to improve performance [21][22] Q&A Session Summary Question: Can you talk about the driver of AUR in both bridal and fashion? - Management indicated that mix is largely driving AUR growth, with lab-grown diamonds expanding the category [28][29] Question: How are you thinking about the potential wrap-around into the first half of 2026 regarding tariffs? - Management noted that they have tools to mitigate tariff impacts and are well-positioned to manage costs [31][32] Question: Can you give us an update on the bridal business? - Management reported positive AUR trends in bridal, with a focus on higher carat weights and milestone gifting [37][39] Question: What are your plans for marketing into the holiday season for bridal? - Management emphasized a company-wide effort to reduce discounting and improve pricing strategies across brands [41][42] Question: Can you elaborate on your third quarter performance? - Management stated that the third quarter guidance is measured, reflecting various factors, but they are pleased with the momentum [64][66] Question: How did the lab-grown diamond business perform in the second quarter? - Management reported a 14% penetration rate in fashion for lab-grown diamonds, with positive margin performance [72][73]