Zumiez (ZUMZ) Q3 2025 Earnings Call Transcript

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Thursday, December 4, 2025 astatine 5 p.m. ET

• Chief Executive Officer — Richard Brooks

• Chief Financial Officer — Christopher Work

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Richard Brooks: Hello, and convey you, everyone, for joining america connected today's call. With maine contiguous is Chris Work, our Chief Financial Officer. I'll statesman with remarks astir our 3rd 4th show and the momentum we're gathering arsenic we caput into the vacation play earlier discussing our strategical priorities. Chris volition past instrumentality you done the financials and our outlook for the equilibrium of the year. After that, we'll unfastened the telephone to your questions. We're precise pleased with our 3rd 4th show delivering apical and bottommost enactment results that were up meaningfully versus past twelvemonth and exceeded our expectations.

Comparable income grew 7.6% connected apical of a 7.5% summation successful the twelvemonth agone quarter, representing our sixth consecutive 4th of affirmative comparable income growth. Once again, it was our North American concern fueling our show arsenic comps successful the portion accelerated to treble digits, bolstering our assurance heading into the captious vacation season. After a palmy back-to-school period, income remained beardown passim the quarter, reflecting the effectiveness of our merchandise assortments and attracting customers who wage afloat terms adjacent during little engaged seasons.

Encouragingly, our 3rd 4th comp show was driven by contributions from aggregate areas of our business, led by women's and hard goods, which were up beardown treble digits on with debased to mid-single-digit gains from some accessories and men's. High single-digit comps and robust afloat terms income boosted gross margin, which combined with improved disbursal ratio raised operating income importantly year-over-year. Earnings per stock reached $0.55 successful the quarter, good supra the precocious extremity of our guidance of $0.29. Looking forward, we are progressively assured successful closing retired the twelvemonth with beardown vacation results.

The 4th fourth is disconnected to a bully commencement with comparable income done this past Tuesday, up 6.6%, including an 8.7% comp summation implicit the Black Friday, Cyber Monday period, which bodes good for the remainder of the vacation season. We are pleased with the momentum we person seen successful our results arsenic the twelvemonth has progressed and are encouraged that we're present seeing comparable income maturation connected apical of comparable income successful the anterior year. We judge that our strategies person the institution good positioned to physique connected our advancement implicit the adjacent and agelong term. Due to this, we stay focused connected the aforesaid 3 strategical priorities that person driven our success.