Zumiez Inc. (ZUMZ) Q3 2026 Earnings Call Transcript
Zumiez Inc. (ZUMZ) Q3 2026 Earnings Call Transcript
Zumiez (ZUMZ) Q3 Earnings and Revenues Top Estimates
Zumiez (ZUMZ) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.06 per share a year ago.
Zumiez Might Be Taking A Step In The Right Direction
Zumiez is rated a speculative 'Hold' due to recent improvements but ongoing uncertainty in financial performance and execution strategy. ZUMZ has shown revenue growth in 2024 and early 2025, driven by higher comparable sales and increased private label penetration. Despite volatility, the company's strong balance sheet, with no debt and $106.7 million in cash, provides significant flexibility during its transformation.
Zumiez Shows Financial Strength With Robust Liquidity and No Debt
ZUMZ's debt-free balance sheet, strong liquidity and disciplined investments highlight its resilience and focus on shareholder value.
Here's Why Zumiez (ZUMZ) is a Strong Momentum Stock
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Zumiez: Solid Balance Sheet, But The Fundamentals Still Don't Skate
Zumiez faces ongoing headwinds from tariffs, declining transaction volumes, and a challenging retail environment, despite aggressive buybacks and a strong balance sheet. Operational improvements include expanding private label sales, closing underperforming stores, and launching new brands, but same-store sales growth is driven mainly by price increases, not higher traffic. Buybacks have delivered double-digit shareholder yield, but have decreased cash and short-term investments, but it is still a cash-rich company.
ZUMZ Stock Gains 15% on Narrower-Than-Expected Q2 Loss, Comps Rise Y/Y
Zumiez jumps 15% after Q2 sales beat expectations, comps grow for the fifth quarter, and losses come in narrower than expected.
Zumiez Trying To Leverage Margins, But Stock Price Already Reflects Improvement
Zumiez Inc. posted strong Q2 '25 results and robust Back-to-School comps but guides for more moderate growth and flat margins for Q3 '25 and FY25. Gross margin improvements, driven by private label expansion, are offset by persistent SG&A challenges, resulting in flat or negative operating margins. Aggressive share buybacks and a strong cash position provide some downside protection, but the company remains unprofitable with uncertain forward visibility.
Zumiez Inc. (ZUMZ) Q2 2025 Earnings Call Transcript
Zumiez Inc. (NASDAQ:ZUMZ ) Q2 2025 Earnings Call September 4, 2025 5:00 PM EDT Company Participants Richard Brooks - CEO & Director Christopher Work - Chief Financial Officer Conference Call Participants Mitchel Kummetz - Seaport Research Partners Jeff Van Sinderen - B. Riley Securities, Inc., Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Zumiez Inc. Second Quarter Fiscal 2025 Earnings Conference Call.
What Is Behind Zumiez's Continued Comparable Sales Growth Streak?
ZUMZ posts its fourth straight quarter of comp sales growth, fueled by pricing gains and strong North America demand.
What's Behind Zumiez's Gross Margin Growth Amid Tariff Pressures?
ZUMZ lifts gross margin to 30% through full-price selling, private label growth and sharp cost discipline.
Zumiez: Tariff Pressures Will Weigh On Results
Zumiez stock has suffered significant declines, with recent results and guidance highlighting ongoing margin and cash flow challenges, especially due to tariff pressures. While Q1 results were not disastrous, the outlook is troubling, with international operations underperforming and tariff-related cost headwinds likely to worsen in the second half. Aggressive share buybacks have not created shareholder value, and the balance sheet, though still solid, is less robust due to cash outflows and lease commitments.
