Zumiez 2026 Q3 Earnings Surpasses Expectations with 690.3% Net Income Surge

Zumiez (ZUMZ) reported fiscal 2026 Q3 earnings on Dec 4, 2025, with results exceeding analyst expectations and robust revenue growth. The stock price showed mixed short-term performance, while the company provided optimistic guidance for the upcoming quarter.

Revenue

The total revenue of Zumiez increased by 7.5% to $239.13 million in 2026 Q3, up from $222.47 million in 2025 Q3. This growth was driven by strong performance in North America and key product categories like women’s and hard goods.

Earnings/Net Income

Zumiez's EPS rose 850.0% to $0.57 in 2026 Q3 from $0.06 in 2025 Q3, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $9.16 million in 2026 Q3, marking 690.3% growth from $1.16 million in 2025 Q3. This significant improvement reflects effective cost management and operational efficiencies. The EPS increase underscores Zumiez’s ability to transform its business model, delivering exceptional profitability despite challenging market conditions.

Post-Earnings Price Action Review

The stock price of Zumiez has edged down 1.48% during the latest trading day, has climbed 5.05% during the most recent full trading week, and has surged 25.97% month-to-date.

CEO Commentary

CEO Richard Brooks highlighted the company’s “best third quarter in several years,” emphasizing 7.6% comp sales growth and strong full-price selling. He noted strategic priorities include customer-focused initiatives, profitability optimization, and disciplined financial management. Brooks expressed confidence in the holiday season’s potential and the long-term sustainability of Zumiez’s strategies.

Guidance

For the fourth quarter ending January 31, 2026, Zumiez projects net sales between $291 million and $296 million, representing 4.0% to 6.0% growth. Earnings per diluted share are expected to range from $0.97 to $1.07, with operating margins anticipated between 8.0% and 8.5%.

Additional News

Zumiez opened six new stores in fiscal 2025, including five in North America and one in Australia, while repurchasing 0.3 million shares at an average cost of $18.61. The company’s share price surged 8.25% after hours following the earnings beat. Additionally, Zumiez received a Zacks Rank #3 (Hold) rating, indicating in-line performance with the market.

Key Financial Highlights

• Revenue: $239.13M (+7.5% YoY)

• EPS: $0.57 (+850% YoY)

• Net Income: $9.16M (+690.3% YoY)

• Guidance: Q4 sales $291M–$296M, EPS $0.97–$1.07

Conclusion

Zumiez’s Q3 performance demonstrates its resilience and strategic execution, with strong revenue and profit growth positioning it for a robust holiday season. Investors should monitor its ability to maintain momentum amid competitive retail dynamics.