ZUMZ shares sink after Q1 results, as a wider loss and a cautious Q2 outlook overshadow y/y sales growth, margin gains and another quarter of positive comps.
Zumiez Inc. (ZUMZ) Q1 2026 Earnings Call Transcript
Zumiez (ZUMZ) came out with a quarterly loss of $0.82 per share versus the Zacks Consensus Estimate of a loss of $0.81. This compares to a loss of $0.79 per share a year ago.
Zumiez NASDAQ: ZUMZ reported higher first-quarter sales and improved margins for fiscal 2026, but executives said consumer discretionary spending pressure intensified late in the quarter and continued into May, prompting a cautious outlook for the second quarter.
Zumiez is upgraded to a soft "buy" as operational performance and profitability improve despite ongoing store closures. Revenue and comparable store sales have grown, with 2025 revenue at $929.1M and private label penetration reaching a record 30%. ZUMZ boasts a strong balance sheet, ending 2025 with $160.6M in cash and no debt, supporting stability and flexibility.
Zumiez beats Q4 earnings estimates as strong North America comps and holiday sales drive revenue and margin growth.
Zumiez is upgraded to a buy following strong Q4 results and a recent 20% pullback, offering an attractive entry point. Margin expansion and disciplined inventory management drove 49% EPS growth, with gross margin up 200 bps and operating margin up 140 bps. ZUMZ maintains a debt-free balance sheet, robust cash flow, and has authorized a $40M buyback, targeting at least a 6% share count reduction in 2026.
Zumiez Inc. (ZUMZ) Q4 2025 Earnings Call Transcript
Zumiez (ZUMZ) came out with quarterly earnings of $1.16 per share, beating the Zacks Consensus Estimate of $1.08 per share. This compares to earnings of $0.78 per share a year ago.
Zumiez highlights balance-sheet strength with $104.5M in cash, no debt, ongoing buybacks and disciplined inventory management.
Zumiez's North America business posts 10% y/y comps growth in Q3 and is set to drive most of the company's sales and profit growth at the end of the fiscal 2025.
Zumiez (ZUMZ) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.