Overview
- Fiscal Q4 revenue rose 24.3% to $1.73 billion, topping estimates of $1.70 billion, as adjusted earnings reached $4.31 per share versus $3.98 expected.
- Comparable sales jumped 15.4%, the key driver of growth as the store base rose modestly to 1,921 locations after 14 net openings.
- Q1 outlook called for $1.18 billion to $1.20 billion in revenue and $1.57 to $1.69 in adjusted EPS, both above consensus forecasts.
- Full-year fiscal 2026 guidance projected $5.20 billion to $5.30 billion in revenue and $7.74 to $8.25 in adjusted EPS, ahead of Street models.
- Shares gained about 7% in after-hours trading, as investors credited momentum under CEO Winnie Park’s slower, execution-first approach.