Financial Data and Key Metrics Changes - Third quarter net sales reached $239.1 million, up 7.5% from $222.5 million in the same quarter last year [10] - Comparable sales grew 7.6%, marking the sixth consecutive quarter of positive growth [2][3] - Earnings per share for the quarter was $0.55, significantly above the guidance of $0.29 [3][14] - Gross profit increased to $89.8 million, a 14.7% rise compared to $78.3 million last year, with gross margin improving to 37.6% from 35.2% [11][12] Business Line Data and Key Metrics Changes - North America net sales were $202.8 million, an increase of 8.6% year-over-year, with comparable sales up 10% [10][11] - Women's and hard goods categories saw strong double-digit growth, while men's and accessories experienced low to mid-single-digit gains [3][11] - Footwear was the only category with negative comparable sales [11] Market Data and Key Metrics Changes - International net sales, primarily from Europe and Australia, were $36.3 million, up 1.7% year-over-year, but comparable sales in Europe declined by 3.9% [10][11][17] - North America comparable sales for the 31-day period ended December 2, 2025, increased by 7.8% [17] Company Strategy and Development Direction - The company is focused on three strategic priorities: driving revenue growth through customer-focused initiatives, optimizing profitability, and managing volatility while funding strategic expansion [4][8] - The introduction of over 100 new and emerging brands annually is a key component of the sales mix, alongside a strong performance in private label products [5][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in closing the year with strong holiday results, despite macroeconomic uncertainties [3][19] - The company anticipates total sales growth of 4% to 6% for the fourth quarter, with comparable sales expected to be in the 2.5% to 4% range [19][20] - Management noted that while North America shows strength, international operations face challenges, particularly in Europe [7][22] Other Important Information - The company ended the quarter with $104.5 million in cash and no debt, indicating a strong financial position [15] - Inventory levels decreased by 3.5% year-over-year, reflecting effective inventory management [16] Q&A Session Summary Question: What is driving the strong performance in hard goods? - Management indicated that the strong performance is primarily driven by the Skate category, with improvements noted in North America and Europe [25][26] Question: What are the comparable sales assumptions for the balance of the quarter? - Management expects a slight deceleration in North America sales after a strong November, while anticipating a negative comp in Europe due to anniversary promotional trends [28][30] Question: What is the current penetration of private label products? - Private label penetration is currently just under 31% of total product sales, up from 11% five years ago [35][36] Question: Who is the company taking market share from in North America? - Management believes they are primarily gaining market share from competitors through effective execution and trend alignment, focusing on their core consumer [41][44]

Third Quarter Earnings Per Share Increased to $0.55 from $0.06 last year Third Quarter Comparable Sales Increased 7.6% North American Third Quarter Comparable Sales Increased 10.0% Fourth Quarter To-Date Comparable Sales Up 6.6% EXHIBIT 99.1 Zumiez Inc. Announces Fiscal 2025 Third Quarter Results Fourth quarter-to-date total sales for the 31 days ending December 2, 2025 increased 7.5%, compared with the same 31-day period in the prior year ended December 3, 2024. Total comparable sales for the 31-day period ...

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Third Quarter Earnings Per Share Increased to $0.55 from $0.06 last yearThird Quarter Comparable Sales Increased 7.6%North American Third Quarter Comparable Sales Increased 10.0%Fourth Quarter To-Date Comparable Sales Up 6.6% LYNNWOOD, Wash., Dec. 04, 2025 (GLOBE NEWSWIRE) -- Zumiez Inc. (NASDAQ: ZUMZ) a leading specialty retailer of apparel, footwear, equipment and accessories for young men and women, today reported results for the third quarter ended November 1, 2025. Net sales for the third quarter ended ...

Financial Performance - Net sales for the three months ended November 1, 2025, were $239.1 million, an increase of $16.6 million or 7.5% compared to the same period in 2024, driven by a 7.6% increase in comparable sales[81] - Gross profit for the three months ended November 1, 2025, was $89.8 million, an increase of $11.5 million or 14.7%, with gross profit as a percentage of net sales rising to 37.6%[83] - Selling, general and administrative expenses for the three months ended November 1, 2025, were $78.0 million, an increase of $2.1 million or 2.7%, with SG&A as a percentage of net sales decreasing to 32.7%[84] - Net income for the three months ended November 1, 2025, was $9.2 million, or $0.55 earnings per diluted share, compared to $1.2 million, or $0.06 earnings per diluted share, for the same period in 2024[85] - For the nine months ended November 1, 2025, net sales were $637.7 million, an increase of $27.7 million or 4.5% compared to the same period in 2024, driven by a 5.3% increase in comparable sales[86] - Gross profit for the nine months ended November 1, 2025, was $221.1 million, an increase of $19.1 million or 9.5%, with gross profit as a percentage of net sales increasing to 34.7%[88] - Selling, general and administrative expenses for the nine months ended November 1, 2025, were $229.1 million, an increase of $8.9 million or 4.1%, with SG&A as a percentage of net sales decreasing to 36.0%[89] - Net loss for the nine months ended November 1, 2025, was $6.2 million, or $0.36 loss per diluted share, compared to a net loss of $16.5 million, or $0.86 loss per diluted share for the same period in 2024[90] Tax and Cash Flow - The effective income tax rate for the three months ended November 1, 2025, was 26.1%, a decrease from 63.4% for the same period in 2024, primarily due to improved operating results[85] - The effective income tax rate for the nine months ended November 1, 2025, was -149.6%, a decrease from -3.7% for the nine months ended November 2, 2024, primarily due to improved operating results and one-time discrete tax items[90] - Net cash used in operating activities decreased by $29.8 million to $4.2 million for the nine months ended November 1, 2025, from $34.0 million for the same period in 2024[95] - Net cash provided by investing activities was $5.1 million for the nine months ended November 1, 2025, compared to $22.1 million for the same period in 2024[96] - Net cash used in financing activities for the nine months ended November 1, 2025, was $37.7 million, compared to $24.6 million for the same period in 2024[97] Capital Expenditures and Store Openings - The company expects to spend approximately $10.0 million to $12.0 million on capital expenditures in fiscal 2025, primarily for new store openings and remodels[94] - The company plans to open approximately 6 new stores in fiscal 2025, although actual openings may differ from this plan[94] Risks and Challenges - The company experienced increased costs during 2024 and 2025, impacting sales and consumer confidence[79] - The company faces potential margin erosion due to tariffs and trade restrictions, which could significantly raise merchandise costs[114] - North America growth strategy relies on optimizing customer engagement and opening new stores, which may strain resources and require additional financing[115] - International expansion plans include risks related to different competitive conditions and consumer preferences, potentially impacting operational success[116] - Seasonal fluctuations in sales and inventory levels lead to volatility in quarterly results, with higher sales expected in the third and fourth fiscal quarters[119] - Increased labor costs, including minimum wage and healthcare, could adversely impact operating profit[128] - The company is exposed to foreign currency exchange rate risks, which could materially affect financial condition and results of operations[127] - Integration challenges from acquisitions, such as Blue Tomato and Fast Times, may divert management attention and increase operational inefficiencies[118] - The company relies on vendor relationships for product supply, and deterioration in these relationships could adversely affect business performance[132] - Unseasonable weather conditions could negatively impact inventory compatibility and overall business results[135] - Cybersecurity risks are increasing, and failure to maintain data security could lead to significant expenses and reputational damage[125] - The company relies heavily on key executives for its financial performance, and losing them could hinder growth objectives[136] - Staffing challenges could adversely affect the company's growth strategy and operational results, particularly in the retail sector where turnover is high[137] - Inability to hire qualified store managers and associates may impair new store openings and affect existing store performance[138] - A decline in cash flows from operations could significantly impact the company's ability to fund operations and growth strategies[139] - The company operates a single distribution center in California, and disruptions could materially affect operations and financial condition[140] - Risks from terrorism and violence in shopping malls could lead to decreased consumer traffic and sales[141] - The company faces potential litigation risks that could result in significant costs and impact financial results[143] - Changes in tax laws and obligations could materially affect the company's financial condition and cash flows[148] - Failure to meet analyst expectations could lead to a decline in stock price[149] - Increased scrutiny regarding ESG practices may result in additional costs and risks for the company[152]

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Company Overview - Zumiez Inc. is a leading specialty retailer focused on apparel, footwear, accessories, and hardgoods for young men and women interested in action sports, streetwear, and unique lifestyles [3] - As of November 1, 2025, Zumiez operates 728 stores globally, with 569 in the United States, 46 in Canada, 85 in Europe, and 28 in Australia [3] - The company operates under the names Zumiez, Blue Tomato, and Fast Times, and has ecommerce platforms at zumiez.com, blue-tomato.com, and fasttimes.com.au [3] Upcoming Financial Results - Zumiez Inc. will report its fiscal 2025 third quarter results on December 4, 2025, after the stock market closes [1] - A conference call to discuss the results will take place on the same day at 5:00 p.m. ET [1] Conference Call Details - Participants are encouraged to pre-register for the conference call to receive dial-in details [2] - The conference call will also be available via a live webcast, and a replay will be accessible for a limited time [2]

Core Insights - Five Below (FIVE) is currently performing well in the Retail-Wholesale sector, with a year-to-date return of 53.9%, significantly outperforming the sector average of 7.2% [4] - The Zacks Rank for Five Below is 1 (Strong Buy), indicating a positive earnings outlook and strong analyst sentiment [3] - The consensus estimate for Five Below's full-year earnings has increased by 9% over the past 90 days, reflecting improving analyst sentiment [4] Company Performance - Five Below belongs to the Retail - Miscellaneous industry, which has an average year-to-date return of 3.3%, further highlighting Five Below's strong performance [6] - In comparison, another Retail-Wholesale stock, Zumiez (ZUMZ), has returned 16.1% year-to-date, with a Zacks Rank of 1 (Strong Buy) and a 103.2% increase in EPS estimates over the past three months [5] Industry Context - The Retail-Wholesale group includes 195 companies and is currently ranked 12 in the Zacks Sector Rank, indicating a relatively strong position within the broader market [2] - The Retail - Apparel and Shoes industry, to which Zumiez belongs, has underperformed with a year-to-date decline of 13.9% [6]