Academy Sports and Outdoors, Inc. (ASO)
Academy Sports and Outdoors, Inc. (ASO) Q3 2026 Earnings Call Transcript
Academy Sports and Outdoors, Inc. ( ASO ) Q3 2026 Earnings Call December 9, 2025 10:00 AM EST Company Participants Dan Aldridge - Vice President of Investor Relations Steven Lawrence - CEO & Director Earl Ford - Executive VP & CFO Conference Call Participants Paul Lejuez - Citigroup Inc., Research Division Pedro Gil Garcia Alejo - Morgan Stanley, Research Division Jolie Wasserman - JPMorgan Chase & Co, Research Division Emily Kech - Goldman Sachs Group, Inc., Research Division Madeline Cech - BofA Securities, Research Division John Heinbockel - Guggenheim Securities, LLC, Research Division Anna Glaessgen - B. Riley Securities, Inc., Research Division Joseph Civello - Truist Securities, Inc., Research Division Angus Kelleher-Ferguson - Barclays Bank PLC, Research Division Zachary Beeck - Robert W.
Academy Sports and Outdoors, Inc. (ASO) Surpasses Q3 Earnings Estimates
Academy Sports and Outdoors, Inc. (ASO) came out with quarterly earnings of $1.14 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $0.98 per share a year ago.
What Analyst Projections for Key Metrics Reveal About Academy Sports and Outdoors (ASO) Q3 Earnings
Get a deeper insight into the potential performance of Academy Sports and Outdoors (ASO) for the quarter ended October 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Should Value Investors Buy Academy Sports and Outdoors (ASO) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Academy Sports and Outdoors: Still Cautious About How The Second Half Will Play Out
I maintain my hold rating on ASO due to ongoing macro and consumer uncertainties despite some positive quarterly results. Strategic initiatives like new store rollouts and brand partnerships are showing tangible results, driving positive same-store sales and e-commerce growth. Core lower-income consumer weakness and elevated inventory levels pose significant risks to near-term demand and margin stability.
Academy Sports And Outdoors, Inc. (ASO) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript
Academy Sports and Outdoors, Inc. (NASDAQ:ASO ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 1:10 PM EDT Company Participants Steven Lawrence - CEO & Director Earl Ford - Executive VP & CFO Conference Call Participants Katharine McShane - Goldman Sachs Group, Inc., Research Division Presentation Katharine McShane MD & Retail Analyst Okay. Hi, everybody.
Academy Sports and Outdoors, Inc. (ASO) Lags Q2 Earnings and Revenue Estimates
Academy Sports and Outdoors, Inc. (ASO) came out with quarterly earnings of $1.94 per share, missing the Zacks Consensus Estimate of $2.12 per share. This compares to earnings of $2.03 per share a year ago.
Academy Sports and Outdoors, Inc. (ASO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Academy Sports and Outdoors (ASO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
3 Leisure & Recreation Stocks to Watch Despite Industry Woes
The Leisure and Recreation Products industry faces challenges due to an uncertain economy. However, stocks like ASO, PTON and PLBY are likely to defy the headwinds.
Academy Sports and Outdoors Has Underappreciated Cash Flow Potential
I rate ASO a buy due to gross margin expansion, store growth, adoption by higher-earners, supporting free cash flow growth, and maintaining capital returns through repurchases. ASO's valuation is attractive at 11.4x TTM P/FCF, with reported cash flow depressed by growth investments and strategic inventory build, making shares look cheap. Brand expansion, especially the Jordan launch, and increasing penetration among $100k+ earners, position ASO for comp sales improvement and new store success when the macrocycle turns.
Academy Sports and Outdoors: Staying Neutral Until There Is More Near-Term Outlook Clarity
I rate ASO as Hold, due to near-term uncertainties, despite strong execution on store expansion and premium brand partnerships. Positive trends include successful new store openings, traction with higher-income customers, and a promising Nike Jordan launch boosting brand profile. Key concerns are declining traffic from core lower-income shoppers, volatile sales trends, and elevated inventory risking future markdowns.
Academy Sports: Expansion Efforts Gain Momentum
ASO is a compelling buy, offering strong free cash flow, a pristine balance sheet, and effective tariff mitigation despite sector headwinds. Recent guidance is encouraging, with EPS and free cash flow outlooks maintained or improved, reflecting successful inventory and cost management. Expansion outside its Southern hub and competitor distractions create a unique window for ASO to gain market share and grow brand partnerships.
