What does The Buckle do and what are its main business segments?

What is the revenue and EPS growth rate for The Buckle year over year?

What were the key takeaways from The Buckle’s earnings call?

What is The Buckle's latest dividend and current dividend yield?

What were the key takeaways from The Buckle's earnings call?

What is The Buckle's gross profit margin?

What factors drove the changes in The Buckle's revenue and profit?

What guidance did The Buckle's management provide for the next earnings period?

- **Topline Growth**: 9.3% Q3 revenue rise, driven by 8.3% comparable store sales and 13.6% e-commerce expansion.
- **Profit Expansion**: 10.2% YoY net income increase, supported by 48.0% gross margin and 29.0% SG&A efficiency.
- **Women's Dominance**: 19% sales growth in women's apparel, led by 17% denim surge and 7.9% AUR increase.
- **Kids Momentum**: 22% YoY sales growth in kids, with denim and tops categories outperforming.
- **Margin Resilience**: Year-to-date merchandise margin up 50bp to 47.4%, despite Q3 10bp decline.

**【CFO Financial Summary】**
- **Revenue Growth**: Q3 2026 net sales rose 9.3% to $320.8M, with comparable store sales up 8.3% and online sales increasing 13.6% to $53M.
- **Profitability**: Net income was $48.7M ($0.96/share), up 10.2% YoY. Year-to-date net income was $128.9M ($2.55/share), up 8.9%.
- **Gross Margin**: 48.0% (30bp expansion YoY), driven by 40bp buying/distribution/occupancy leverage, offset by 10bp merchandise margin decline.
- **SG&A**: 29.0% of sales (down 10bp YoY), benefiting from reduced digital investments and store labor costs.
- **Capital Spending**: $34.5M year-to-date, including 6 new stores, 17 remodels, and 3 closures.

**【Product Performance Update】**
- **Women's Apparel**: Sales up 19% YoY, led by 17% growth in women's denim (AUR +7.9% to $86.95). Private label represented 47.5% of sales vs. 48.5% last year.
- **Men's Apparel**: Sales up 1% YoY, with men's denim flat but AUR stable at $88.15. Men's tees and outerwear performed well.
- **Kids Business**: Sales up 22% YoY, with denim (46%) and tops (29%) driving growth.
- **Accessories & Footwear**: Combined sales up 7.5%, with AUR increases of 3.5% and 4.5% respectively.

**【Q&A Highlights】**
- **Consumer Sentiment**: Management sees cautious optimism, with slight UPT decline but strong product response.
- **Denim Sustainability**: Women's denim growth driven by higher price point brands; men's denim stable with consistent private label performance.
- **Merchandise Margin**: Q3 down 10bp due to brand mix shift and tariffs, but year-to-date up 50bp to 47.4%.
- **Holiday Outlook**: Positive on product assortment and remodels, with 4 additional remodels planned for Q4.

The Buckle, Inc. (BKE) Q3 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

BKE

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