Zumiez | 8-K: FY2026 Q3 Revenue Beats Estimate at USD 239.13 M

Revenue: As of FY2026 Q3, the actual value is USD 239.13 M, beating the estimate of USD 233.54 M.

EPS: As of FY2026 Q3, the actual value is USD 0.55, beating the estimate of USD 0.2667.

Segment Revenue

• Net sales for the third quarter ended November 1, 2025, increased 7.5% to $239.1 million from $222.5 million in the third quarter ended November 2, 2024.
• Total net sales for the nine months ending November 1, 2025, increased 4.5% to $637.7 million from $610.0 million reported for the nine months ending November 2, 2024.

Operational Metrics

• Net income for the third quarter of fiscal 2025 was $9.2 million, or $0.55 per share, compared to net income of $1.2 million, or $0.06 per share, in the third quarter of the prior fiscal year.
• Gross profit for the third quarter was $89.8 million, representing 37.6% of sales, compared to $78.3 million, or 35.2% of sales, in the third quarter of fiscal 2024.
• Operating profit for the third quarter was $11.8 million, or 4.9% of sales, compared to $2.4 million, or 1.1% of sales, in the third quarter of fiscal 2024.
• Net loss for the first nine months of fiscal 2025 was - $6.2 million, or - $0.36 per share, compared to a net loss of - $16.5 million, or - $0.86 per share, in the first nine months of fiscal 2024.

Cash Flow

• Cash flow from operations for the nine months ended November 1, 2025, was $50.5 million.
• Net cash used in operating activities for the nine months ended November 1, 2025, was - $4.2 million, compared to - $34.0 million for the nine months ended November 2, 2024.

Unique Metrics

• The company repurchased 0.3 million shares during the third quarter of 2025 at an average cost of $18.61 per share, totaling $5.4 million.
• Fiscal year-to-date through November 1, 2025, the company repurchased 2.7 million shares at an average cost of $14.18 per share, totaling $38.3 million.

Outlook / Guidance

• For the fourth quarter ending January 31, 2026, net sales are projected to be in the range of $291 to $296 million, representing sales growth of 4.0% to 6.0%.
• Consolidated operating margins are expected to be between 8.0% and 8.5%, resulting in earnings per diluted share of approximately $0.97 to $1.07.
• The company opened 6 new stores in fiscal 2025, including 5 stores in North America and 1 store in Australia.