Shoe Carnival, Inc. (SCVL) Q3 2025 Earnings Call Transcript Summary
Shoe Carnival, Inc. (SCVL) Q3 2025 Earnings Call Transcript Summary
Year-to-date net sales reached $939.9 million, up 4.9%, with adjusted operating income of $78.4 million, growing 6.6% faster than sales.The following is a summary of the Shoe Carnival, Inc. (SCVL) Q3 2025 Earnings Call Transcript:
以下是shoe carnival公司（SCVL）2025年第三季度業績會的摘要：
Financial Performance:
財務表現：
Shoe Carnival reported an adjusted EPS of $0.71 for Q3 2025, in line with expectations, reflecting a year-to-date increase of 3.8% compared to the previous year.
Gross profit margin remained strong at 36%, maintaining a level above 35% for 15 consecutive quarters.
Year-to-date net sales reached $939.9 million, up 4.9%, with adjusted operating income of $78.4 million, growing 6.6% faster than sales.
Despite significant weather disruptions, the company achieved a profitable quarter driven by solid back-to-school sales and effective digital-first marketing.
The negative impact of weather led to a $10 million shortfall in sales expectations for the latter part of Q3.
shoe carnival報告2025年第三季度每股收益爲0.71美元，符合預期，較去年同比增長3.8%。
毛利潤率保持在36%，連續15個季度維持在35%以上。
截至目前的淨銷售額達到93990萬，增長4.9%，調整後的運營收入爲7840萬，比銷售增長快6.6%。
儘管天氣遭遇重大幹擾，公司仍實現了盈利的季度，這得益於穩定的返校銷售和有效的數字優先營銷。
天氣的負面影響導致第三季度後半段的銷售預期短缺了1000萬。
Business Progress:
業務進展：
Shoe Carnival successfully integrated Rogan's acquisition, realizing full profit synergies six months ahead of schedule, contributing significantly to the quarter's profitability.
Expanding the digital-first marketing strategy, the company optimized advertising spending, matching customer engagement which supported profitability during tough weather conditions.
The company continues its rebanner strategy, transitioning more Shoe Carnival stores to Shoe Station, with promising early results and plans for further conversions in the first half of 2025.
shoe carnival成功整合了羅根的收購，在預定時間六個月之前實現了全額利潤協同，顯著貢獻了本季度的盈利能力。
公司在擴展以數字爲先的營銷策略時，優化了廣告支出，匹配了客戶參與度，從而在惡劣天氣條件下支持了盈利能力。
公司繼續其重新品牌策略，將更多的shoe carnival門店轉換爲Shoe Station，初期結果令人鼓舞，並計劃在2025年上半年進一步轉型。
Opportunities:
機會：
The addition of Rogan's and the early and successful realization of synergies present significant growth and efficiency opportunities.
The ongoing rebannering efforts from Shoe Carnival to Shoe Station stores are demonstrating positive early results with plans for expansion, indicating potential market growth and increased customer engagement over various geographic areas.
羅根的加入以及協同效應的早期成功實現帶來了顯著的增長和效率機會。
從shoe carnival到Shoe Station的持續重新品牌工作正在展現積極的初期結果，計劃進行擴展，這表明潛在的市場增長和在各個地理區域內客戶參與度的提高。
Risks:
風險：
The persistently warm weather has had a negative impact, delaying winter boot sales and contributing to lower than expected sales figures.
Potential economic impact due to customers' shifting priorities and reduced spending during natural disasters like hurricanes.
持續溫暖的天氣對銷售產生了負面影響，延遲了冬季靴的銷售，並導致銷售數字低於預期。
由於客戶優先事項的變化和在自然災害如颶風期間支出減少，可能對經濟產生影響。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
