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May 03

Cato Corp-Class A Q1 2025 Earnings Report

Cato Corp reported a sharp drop in Q1 net income as sales declined and gross margin narrowed.

Key Takeaways

The Cato Corporation posted Q1 revenue of $170.2M and net income of $3.3M, down significantly year-over-year. Weak discretionary spending and lower merchandise margins were key challenges during the quarter.

Net income declined to $3.3M from $11.0M a year ago.

EPS dropped to $0.17 compared to $0.54 in Q1 2024.

Sales fell to $168.4M, a 4% decrease YoY.

Gross margin slipped to 35.1% due to higher markdown sales.

Total Revenue
$170M
Previous year: $177M
-3.9%
EPS
$0.17
Previous year: $0.54
-68.5%
Gross Margin
35.1%
Previous year: 35.8%
-2.0%
SG&A Expenses
$55.3M
Previous year: $56.8M
-2.5%
Depreciation
$2.56M
Previous year: $2.04M
+25.7%
Gross Profit
$59.1M
Previous year: $70M
-15.5%
Cash and Equivalents
$31.3M
Previous year: $39.6M
-20.9%
Total Assets
$441M
Previous year: $535M
-17.6%

Cato Corp-Class A

Cato Corp-Class A

Forward Guidance

Cato remains cautious for the rest of the year amid uncertain economic conditions and potential tariff impacts.

Positive Outlook

  • Later-quarter sales trends showed some improvement.
  • SG&A costs decreased due to lower payroll and insurance expenses.
  • Company executed a share buyback of nearly 300K shares.
  • No new store openings helped control expansion costs.
  • Inventory levels remained relatively stable.

Challenges Ahead

  • Overall revenue declined 4% YoY.
  • Net income and EPS saw sharp drops from prior year.
  • Gross margin compressed due to higher markdown sales.
  • Interest and other income fell significantly from Q1 2024.
  • Economic uncertainty and tariff threats weigh on outlook.