Overview
- Revenue reached $1.73 billion and adjusted earnings were $4.31 per share in fiscal Q4, topping Wall Street estimates.
- Net sales rose 24.3% year over year as comparable-store sales increased 15.4%, driving the bulk of the growth.
- The company ended the quarter with 1,921 stores after 14 net openings, reflecting roughly 8% year-over-year store count growth.
- Management projected Q1 revenue of $1.18–$1.20 billion and adjusted EPS of $1.57–$1.69, above consensus expectations.
- Fiscal 2026 guidance calls for $5.20–$5.30 billion in revenue and $7.74–$8.25 in adjusted EPS, and shares rose about 7% after-hours to $227.49 as the company set a 4:30 p.m. earnings call.