Overview
- Citi Trends posted Q4 adjusted EPS of $0.85, topping the $0.78 consensus, on sales of $230.4 million, up 9.1% year over year.
- Comparable-store sales rose 8.9% in the quarter, marking a sixth straight positive quarter and 15.3% growth on a two-year basis.
- Gross margin improved to 39.9%, up 20 basis points, helped by fewer markdowns tied to the company’s three-tiered merchandise strategy.
- Management guided fiscal 2026 sales to $869.16 million–$885.56 million with 5%–7% comps, about 100 bps gross margin expansion, and adjusted EBITDA of $34–$38 million.
- The company plans about 25 openings, 50 remodels, and four closures with $35–$40 million in capex, as shares jumped roughly 19.8% to $52.90 at a 52-week high.