Zumiez Q4 Sales +4.4%, Gross Margin +200bps, EPS +48.7%, $40M Buyback
Zumiez’s Q4 net sales rose 4.4% to $291.3 million with North American comparable sales up 5.5% and gross margin expanded 200 basis points to 38.2%. Q4 EPS jumped 48.7% to $1.16 while the board approved a $40 million buyback and repurchased 2.7 million shares at a $14.18 average cost.
1. Fiscal 2025 Fourth Quarter Results
Zumiez reported Q4 net sales of $291.3 million, up 4.4% year over year with North American comparable sales rising 5.5% and total comps up 2.2%. Gross margin expanded by 200 basis points to 38.2%, driving a 48.7% increase in EPS to $1.16.
2. Fiscal Year 2025 Performance and Share Repurchases
Full-year net sales climbed 4.5% to $929.1 million, while net income swung to $13.4 million from a $1.7 million loss. The company generated higher operating cash flow, ending the year with $160.6 million in cash and securities after repurchasing 2.7 million shares at an average cost of $14.18.
3. Fiscal 2026 First Quarter Outlook and Store Plan
For the quarter ending May 2, 2026, Zumiez projects net sales between $189 million and $193 million and EPS of negative $0.77 to negative $0.87. Management plans to open five new North American stores while closing roughly 25 locations across the US and Europe.
4. New Stock Repurchase Authorization
On March 11, the board approved a new $40 million share repurchase program effective through January 2028, superseding the previous authorization. This move underscores the company's strategy to deploy excess cash for enhanced shareholder value.