Key Takeaways SCVL reports Q3 EPS of $0.53, down 24.3%, and net sales of $297.2M, meeting estimates.Comparable store sales decline 2.7% as Shoe Carnival rebanners stores under the One Banner Strategy.Shoe Station grows, now 34% of stores, driving margin gains and supporting long-term cost savings.Shoe Carnival, Inc. (SCVL) reported third-quarter fiscal 2025 results, wherein both top and bottom lines met the Zacks Consensus Estimate. Both metrics declined year over year. Also, Comparable store sales declined ...

Shoe Carnival (NasdaqGS:SCVL) Q3 2026 Earnings Call November 20, 2025 09:00 AM ET Company ParticipantsMark Worden - President and CEOTanya Gordon - EVP and Chief Merchandising OfficerKerry Jackson - CFOConference Call ParticipantsJim Chartier - Senior Equity AnalystSam Poser - Equity AnalystMitchel Kummetz - Managing Director and Senior Equity Research AnalystOperatorGood morning and welcome to Shoe Carnival's third quarter 2025 earnings conference call. All lines have been placed on mute to prevent any bac ...

DUBLIN, Calif.--(BUSINESS WIRE)--Ross Stores, Inc. (Nasdaq: ROST) announced today that the Company's Board of Directors declared a regular quarterly cash dividend of $0.405 per common share, payable on December 31, 2025 to stockholders of record as of December 9, 2025. About Ross Stores, Inc. Ross Stores, Inc. is an S&P 500, Fortune 500, and Nasdaq 100 (ROST) company headquartered in Dublin, California, with fiscal 2024 revenues of $21.1 billion. Currently, the Company operates Ross Dress for Less ("Ross†...

Academy Sports and Outdoors, Inc. (NASDAQ:ASO) shares are falling during Tuesday’s trading session. This occurred despite the sporting goods retailer announcing significant expansion news. The company reported five new store locations opened during the fourth quarter of 2025. • ASO is encountering selling pressure. Get the market research here.The retailer ultimately opened 24 new stores by the end of fiscal 2025. The new locations include stores in Russellville, Ark.; Seguin, Texas and Fort Wayne, Ind. Ad ...

I'm Sarah Eisen and I'm here inside Nike Sports Research Lab got a rare peak here at Nike headquarters in Beaverton, Oregon. Nike Secretive Lab spans more than 80,000 square feet where researchers study athletes apparel and footwear and design new innovations. >> Nicely done.>> Nike says prototypes can be built in less than an hour. >> Everything in here, this entire space is designed to let us capture data on you no matter where you go. So, we have over 400 motion capture cameras. We have over 90 96 force ...

Shoe Carnival Inc. is changing its name. On Thursday, the Fort Mill, S.C.-based footwear retailer said that its board of directors unanimously voted to change the corporate name to Shoe Station Group, Inc. The change is subject to approval by the company’s shareholders at its annual meeting in June 2026. More from WWD The retailer noted that the name change reflects the “winning” performance of its Shoe Station banner, which the company acquired in 2021 for $67 million. With its new name, the company sa ...

Core Insights - On Holding reported a significant sales growth of 24.9% year-on-year in Q3 2025, reaching SFr794.4m (£998m), with a 34.5% increase in constant currency [1][2] - The company has raised its 2025 outlook to a projected 34% constant-currency net sales growth, estimating reported net sales of SFr2.98bn [4] Financial Performance - Net income for Q3 2025 rose to SFr118.9m, compared to SFr30.5m in Q3 2024 [2] - Adjusted EBITDA increased to SFr179.9m, with a margin of 22.6% [2] - For the first nine months of 2025, net sales increased by 32.6% to SFr2.27bn, and adjusted EBITDA soared by 51.2% to SFr436m [3] Product Category Performance - Footwear sales increased by 21.1% to SFr731.3m, apparel surged by 86.9% to SFr50.1m, and accessories rose by 145.3% to SFr13m [2] - Direct-to-consumer sales grew by 27.6% to SFr314.7m, while wholesale sales rose by 23.3% to SFr479.6m [2] Regional Performance - EMEA region sales increased by 28.6%, the Americas by 10.3%, and Asia-Pacific saw a remarkable growth of 94.2% [3] Operational Efficiency - Gross margin improved to 65.7%, driven by operational efficiencies and reduced freight costs [1] - Cash and cash equivalents stood at SFr961.8m as of 30 September 2025 [3] Strategic Outlook - The company highlighted brand momentum, recent athletic achievements, collaborations, and new store openings in key locations such as Palo Alto, Zurich, and Tokyo [4] - Co-founder Caspar Coppetti emphasized the company's focus on innovation and performance, which continues to build consumer trust and strengthen the business core [5][6]

Financial Data and Key Metrics Changes - In Q3 2025, net revenue was approximately $73.6 million, a decrease of 9% year-over-year, driven by a 14% decrease in total orders placed, partially offset by an 8% increase in average order value [25] - Gross margin for the quarter was 42.6%, up 450 basis points year-over-year due to improvements in product-related margins and a higher mix of full-price sales [26] - The net loss for Q3 improved to $2.3 million from a $6.9 million loss in the same period last year, driven by a $0.7 million improvement in gross profit and a $4.2 million reduction in operating expenses [27] - Q3's adjusted EBITDA was approximately $0.4 million positive compared to a $3.6 million loss in Q3 2023, marking a $3.9 million improvement year-over-year [27] Business Line Data and Key Metrics Changes - Special occasion and bridesmaids categories continue to outperform, contributing to year-over-year net sales growth, while casual wear and footwear assortments are being realigned towards a more curated event-focused assortment [8][9] - Product margins improved for the fourth consecutive quarter, reflecting a 500 basis point increase compared to the prior year period [11] - The wholesale business achieved triple-digit, seven-figure year-over-year growth, expanding to six major retailers in Q3 [13] Market Data and Key Metrics Changes - The company observed a three-year CAGR of 6.7% in special occasion product classes year-to-date, with a 9.5% CAGR in Q3 2025, indicating growth acceleration [10] - Return rates improved 110 basis points from Q2, highlighting the impact of improved fit and quality efforts [12] Company Strategy and Development Direction - The company is focused on optimizing its core business while navigating a dynamic macro environment, with a strategic decision to reset merchandising strategy in casual apparel and shoes [14][15] - Cost reduction initiatives have led to an 11% decline in OPEX year-over-year, with fixed costs down 18% [17] - The company aims to enhance performance and drive sustained, profitable long-term growth through process optimization and operational efficiency [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the event attire strategy and the strength of the attainable luxury value proposition, despite challenges in casual wear and footwear [8] - The company expects top-line pressure from casual apparel and shoes to moderate towards the end of Q2 2026, allowing for more meaningful revenue improvements [16] - Management remains committed to maintaining positive year-to-date cash flow and investing in long-term objectives to support growth [31] Other Important Information - The company entered into a credit agreement with White Oak Commercial Finance, enhancing its liquidity position and financial flexibility [9] - Free cash flow during Q3 was negative $2.4 million, reflecting a $3.9 million improvement year-over-year [29] - The company is actively executing a multifaceted strategy to mitigate tariff-related costs through vendor collaboration and diversified sourcing [30] Q&A Session Summary Question: No questions were asked during the Q&A session - The session concluded with no questions in the queue, indicating a lack of inquiries from participants [32]

So for more, let's bring in Alex Ratton. He is retail analyst at Morgan Stanley or she is. Alex, thank you so much for being here with us.It's so interesting your report because so many of us have tried to track pricing. Retailers we know aren't giving us a lot of details on what prices they're increasing, where or how much. And so all sorts of different data sources are trying to go at this.Can you explain to us, Alex, how you came up with your 3% increase. What apparel companies were in that. and just giv ...

On Holding lifted its guidance for the third quarter in a rowOn Holding AG (NYSE:ONON) stock is surging today, last seen up 24.6% to trade at $43.85, after the innovative footwear company posted better-than-expected third-quarter earnings and revenue and lifted its annual sales forecast for the third time in a row. Coming up, co-founder and Executive co-Chairman Caspar Coppetti said On will be "full price through the holiday season" despite being up against a "very competitive and very discount-driven envir ...