How did Shoe Carnival's revenue and expenses trend in Q4 2025?

Shoe Carnival's revenue and expenses in Q4 2025 showed a decline in revenue and a increase in expenses compared to the same period in the previous year, with a decrease in gross profit and net profit. 1. **Revenue Trend**: The company's annual revenue for Q4 2025 was $262.9 million, which was below the estimated $274.21 million and represented a 6.1% year-on-year decline. This missed the analyst estimates, indicating a challenging sales environment for the company. 2. **Expense Trend**: The Gross Profit Margin improved to 34.9%, reflecting an increase in merchandise margin year-over-year. However, the Operating Expenses were not provided, so it's unclear if there were any significant changes in this area. The Net Profit was $14.67 million, compared to $15.52 million in the same quarter of the previous year, indicating a decline in net profit. 3. **Profitability**: The company's EPS (GAAP) was $0.53, which beat analyst estimates of $0.46, representing a 15.2% increase. However, the Adjusted EBITDA was $17.14 million, which missed analyst estimates of $24.7 million, indicating a 6.5% margin and a 30.6% miss. |code|Ticker|Name|Date|Business Composition|Revenue By Business|market_code| |---|---|---|---|---|---|---| |SCVL|SCVL.O|Shoe Carnival|20250101-2025|Accessories and Other|7.1602E7|185| |SCVL|SCVL.O|Shoe Carnival|20250101-2025|Accessories and Other|5.5529E7|185| |SCVL|SCVL.O|Shoe Carnival|20250101-2025|Accessories and Other|3.6601E7|185| |SCVL|SCVL.O|Shoe Carnival|20250101-2025|Accessories and Other|1.6351E7|185| |code|Ticker|Name|Date|Total Revenue YoY|Gross Profit|Total Revenue|Operating Expenses|Net Income|market_code| |---|---|---|---|---|---|---|---|---|---| |SCVL|SCVL.O|Shoe Carnival|2024 Q4|-3.6488192063388345||2.80169E8|||185| |SCVL|SCVL.O|Shoe Carnival|2025 Q1|6.821511892568568|1.068E8|3.00365E8||1.7286E7|185| |SCVL|SCVL.O|Shoe Carnival|2025 Q2|12.925682670604008|1.19943E8|3.32696E8||2.2573E7|185| |SCVL|SCVL.O|Shoe Carnival|2025 Q3|-4.072657026575892|1.10382E8|3.06885E8||1.9242E7|185| |SCVL|SCVL.O|Shoe Carnival|2025 Q4||9.1669E7|||1.4665E7|185| In conclusion, Shoe Carnival faced a challenging quarter with revenue declining and expenses increasing, resulting in a decrease in gross profit and net profit. However, the company's EPS beat expectations, providing some resilience in an otherwise difficult financial period.