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Nov 01, 2025
Shoe Carnival Q3 2025 Earnings Report
Shoe Carnival reported Q3 2025 results with better-than-expected EPS and revenue, but earnings declined YoY due to strategic rebanner investments.
Key Takeaways
Shoe Carnival posted revenue of $297.2M and EPS of $0.53 in Q3 2025, exceeding expectations. However, net income declined from the prior year as the company ramped up investment in its One Banner Strategy to consolidate under the Shoe Station brand.
EPS was $0.53, including a $0.22 negative impact from rebanner investments
Revenue reached $297.2M, beating consensus expectations
Net income declined to $14.6M from $19.2M YoY
Shoe Station grew sales by 5.3% and expanded product margins by 260 basis points
Revenue by Segment
Forward Guidance
Shoe Carnival reaffirmed its Fiscal 2025 revenue outlook and raised the lower end of its EPS guidance. The company remains confident in its One Banner Strategy and expects EPS growth beyond FY25 as rebanner costs moderate.
Positive Outlook
- Reaffirmed FY25 net sales outlook
- Raised lower end of EPS range by $0.10 (now $1.80 to $2.10)
- Debt-free balance sheet with over $107M in liquidity
- Strong Shoe Station performance and margin expansion
- Expected $100M reduction in inventory from rebannering strategy
Challenges Ahead
- EPS still down YoY due to rebanner investments
- Shoe Carnival comp sales declined mid-single digits
- Expected continued SG&A pressure from store conversions
- Store count transition causing short-term operational friction
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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