<span item_type="fundamental" item_id="5a1968345b7f3b7680471905337880c4" counter_id="ST/US/PLCE" env="prod"></span><span item_type="announcement" item_id="594403556095565569" env="prod"></span><p>Revenue: As of FY2026 Q3, the actual value is USD 339.47 M, missing the estimate of USD 370.29 M.</p><p>EPS: As of FY2026 Q3, the actual value is USD -0.19, missing the estimate of USD 0.7029.</p><p>EBIT: As of FY2026 Q3, the actual value is USD 11.79 M.</p><p></p><h3>Segment Revenue</h3><ul><li><strong>The Children’s Place U.S.</strong>: Net sales were $307.4 million for the thirteen weeks ended November 1, 2025, compared to $356.2 million for the same period in 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1041859/000104185925000015/plce-20251101.htm"></span></li><li><strong>The Children’s Place International</strong>: Net sales were $32.1 million for the thirteen weeks ended November 1, 2025, compared to $34.0 million for the same period in 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1041859/000104185925000015/plce-20251101.htm"></span></li></ul><h3>Operational Metrics</h3><ul><li><strong>Operating Income (Loss)</strong>:<ul><li><strong>The Children’s Place U.S.</strong>: Operating income was $8.985 million for the thirteen weeks ended November 1, 2025, compared to $28.120 million for the same period in 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1041859/000104185925000015/plce-20251101.htm"></span></li><li><strong>The Children’s Place International</strong>: Operating loss was -$5.316 million for the thirteen weeks ended November 1, 2025, compared to operating income of $1.138 million for the same period in 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1041859/000104185925000015/plce-20251101.htm"></span></li></ul></li></ul><h3>Cash Flow</h3><ul><li><strong>Net Cash Used in Operating Activities</strong>: -$67,194 for the thirty-nine weeks ended November 1, 2025, compared to -$238,916 for the same period in 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1041859/000104185925000015/plce-20251101.htm"></span></li></ul><h3>Future Outlook and Strategy</h3><ul><li><strong>Core Business Focus</strong>: The company is implementing transformation efforts with expected gross benefits increased from $40 million to $50 million over the next three years, focusing on reducing corporate office costs, optimizing distribution networks, and rightsizing non-merchandise spending.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1041859/000104185925000015/plce-20251101.htm"></span></li><li><strong>Non-Core Business</strong>: The company has revamped its My Place Rewards loyalty program to enhance customer engagement and retention, with features such as tiered memberships and personalized rewards.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1041859/000104185925000015/plce-20251101.htm"></span></li></ul><h3>Priority</h3><ul><li>The company expects macroeconomic conditions, including inflationary pressures and tariffs, to continue impacting operations, projecting incremental expenses of $15 million to $20 million for Fiscal 2025 and an additional $25 million to $30 million in the first half of fiscal year 2026.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1041859/000104185925000015/plce-20251101.htm"></span></li></ul>

Childrens Place | 10-Q: FY2026 Q3 Revenue Misses Estimate at USD 339.47 M