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Aug 02, 2025
Shoe Carnival Q2 2025 Earnings Report
Shoe Carnival posted lower revenue and earnings in Q2 2025, but gross margins improved and strategic rebannering efforts began to pay off.
Key Takeaways
Shoe Carnival saw revenue decline 7.9% year-over-year but expanded gross profit margins by 270 basis points. EPS came in at $0.70, impacted by rebanner investments, while adjusted EPS was estimated at $0.91.
Revenue by Segment
Forward Guidance
Shoe Carnival expects a slower decline in sales during the second half of FY2025, with margin improvements and EPS guidance raised at the lower end.
Positive Outlook
- Gross margin guidance raised by 150 basis points.
- EPS guidance increased at the lower end to $1.70.
- Shoe Station expected to become majority banner by Back-to-School 2026.
- Strong cash position supports growth investments.
- August comp sales turned positive, ahead of expectations.
Challenges Ahead
- Net sales guidance lowered to $1.12B–$1.15B from $1.15B–$1.23B.
- Shoe Carnival banner continues to face pressure from low-income consumer weakness.
- Rebanner investments impacting EPS by $0.36 YTD.
- Comparable sales declined 7.5% in Q2.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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