Shoe Carnival Q4 Earnings Call Highlights

1 week ago 12

MarketBeat

Thu, March 26, 2026 astatine 10:08 AM CDT 10 min read

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Shoe Carnival bushed fiscal 2025 EPS expectations (reported $1.90) contempt a 5.6% income decline, but guided fiscal 2026 EPS to $1.40–$1.60 and ~260 bps little gross borderline (~34%) owed to tariff-driven outgo increases, the non‑recurrence of a timing-related pricing benefit, and promotional enactment to wide inventory.
The committee appointed Cliff Sifford arsenic interim CEO and materially slowed the rebanner rollout aft uncovering meaningful variability crossed converted stores, cutting planned H1 conversions to ~21 and trimming rebanner P&L and capex guidance.
Shoe Carnival ended the twelvemonth with a beardown liquidity presumption (>$130M cash, nary debt, $100M revolver, $50M buyback capacity) portion inventories roseate 14% to $439.6M from pre‑tariff purchases; absorption plans to trim inventories by $50M–$65M successful fiscal 2026, which should boost currency travel but unit near‑term margins.
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Shoe Carnival (NASDAQ:SCVL) reported fourth-quarter and full-year fiscal 2025 results that topped statement net expectations, portion absorption outlined a much measured gait for its store “rebanner” programme and guided to little fiscal 2026 net amid gross borderline unit tied mostly to tariffs and inventory actions.

Interim President and CEO Cliff Sifford opened the telephone by addressing a enactment transition: Mark Worden departed arsenic president and CEO connected Feb. 24, and the committee appointed Sifford arsenic interim CEO portion a hunt for a imperishable successor is underway. Sifford antecedently served arsenic Shoe Carnival’s president and CEO from 2012 to 2021 and has remained vice president of the board.

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Sifford said his absorption is to “lead with clarity” and “execute with discipline,” emphasizing that strategical decisions and guidance would beryllium grounded successful operational data.

Chief Financial Officer Kerry Jackson said fourth-quarter nett income were $254.1 million, down 3.4% from $262.9 cardinal successful the 4th fourth of fiscal 2024. Comparable store income declined 3.5%.

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By banner, Jackson said Shoe Station nett income were astir level with a debased single-digit comparable decline, portion Shoe Carnival nett income declined 4.5% with a mid-single digit comparable decline. Rogan’s Shoes, present afloat integrated into Shoe Station’s operating structure, generated $15.5 cardinal successful nett sales; Jackson said merchandise borderline enlargement exceeded 500 ground points arsenic the institution completed the modulation to the Shoe Station assortment successful those stores.

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