GameStop Q4 Sales Slide 14% to $1.10B with $0.49 EPS Beat

GMEGME

GameStop’s Q4 sales dropped 14% year-over-year to $1.10 billion and net income slipped to $127.9 million as hardware and accessories revenue plunged from $725.8 million to $535.6 million. The retailer cut SG&A by $41 million, struck a potential sale of its French unit and grew cash reserves alongside a $0.49 EPS beat.

1. Q4 Financial Results

GameStop reported Q4 sales of $1.10 billion, down from $1.28 billion a year earlier, and net income of $127.9 million versus $131.3 million. Adjusted EPS reached $0.49, topping the $0.37 consensus estimate and reflecting operational resilience despite revenue headwinds.

2. Segment Performance and Cost Cuts

Hardware and accessories revenue fell by 26% to $535.6 million from $725.8 million, driven by a shift toward digital downloads and subscription models. The company reduced selling, general and administrative expenses by $41 million year-over-year to $241.5 million.

3. Strategic Moves and Governance

Under CEO Ryan Cohen, GameStop struck a deal to potentially sell its French unit and is reallocating resources toward collectibles and trading cards. Shareholders will vote on a performance-based compensation package for Cohen at a special meeting in March or April.

Sources

FP2