The earnings call highlighted strong retail sales growth, loyalty gains, and effective inventory management. However, there were challenges with decreased EPS, gross margin pressure, and increased expenses. The sentiment is mixed but leans towards positive due to sales and market share success.

Company Guidance -

Q3 2025

During the Canadian Tire Corporation's Q2 2025 earnings call, the company reported strong top-line growth with comparable sales increasing by 6.4% at Canadian Tire Retail (CTR), 3.9% at Sport Chek, and 1% at Mark's. This growth was driven by increases across discretionary, essential, seasonal, and nonseasonal products. The company also experienced growth in both loyalty and non-loyalty sales, with improvements in traffic and basket size. Despite these positive trends, normalized EPS was down by 4% to $3.57, as the strong retail performance was offset by investments in the True North strategy. The retail gross margin rate decreased by 90 basis points to 34.8% due to mix and foreign exchange pressures. The company continued to invest, with retail SG&A up $84 million, reflecting strategic investments, increased variable compensation, and inflationary costs. Financial services also saw increased spending, with the SG&A rate rising to 27% due to investments in infrastructure and regulatory initiatives. The company plans to continue these investments through 2026 but expects to see the benefits of these efforts in the long term.

Strong Retail Sales Growth

Comparable sales were up 6.4% at CTR, 3.9% at Sport Chek, and 1% at Mark's, driven by increases in both discretionary and essential products.

Loyalty and Market Share Gains

Loyalty spend increased across all income levels, credit card spend at CTR grew faster than competitors for three consecutive quarters, and the company gained market share.

Successful Inventory Management

Dealer inventory remained flat year-over-year while maintaining strong revenue, indicating effective inventory management.

Expansion of Distribution Capabilities

Opened a new 385,000 square foot distribution center improving efficiency and product throughput.

Positive E-commerce Growth

E-commerce sales were up 8% year-to-date, with CTR up 12%, outpacing overall sales growth.

Canadian Tire (CDNTF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CDNTF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	2.11 / -	2.601	―	―	―
Aug 07, 2025	2025 (Q2)	2.83 / 2.59	2.579	0.28% (<+0.01)
May 08, 2025	2025 (Q1)	0.88 / 1.45	1	44.93% (+0.45)
Feb 13, 2025	2024 (Q4)	3.09 / 2.95	2.448	20.41% (+0.50)
Nov 07, 2024	2024 (Q3)	2.19 / 2.60	2.144	21.28% (+0.46)
Aug 08, 2024	2024 (Q2)	1.75 / 2.58	2.231	15.58% (+0.35)
May 09, 2024	2024 (Q1)	0.50 / 1.00	0.724	38.00% (+0.28)
Feb 15, 2024	2023 (Q4)	3.52 / 2.45	6.766	-63.81% (-4.32)
Nov 09, 2023	2023 (Q3)	2.39 / 2.14	2.419	-11.38% (-0.28)
Aug 10, 2023	2023 (Q2)	2.21 / 2.23	2.253	-0.96% (-0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CDNTF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$188.50	$180.92	-4.02%
May 08, 2025	$165.16	$164.66	-0.30%
Feb 13, 2025	$162.42	$159.99	-1.50%
Nov 07, 2024	$156.56	$161.60	+3.22%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Canadian Tire Corp Ltd (CDNTF) report earnings?

Canadian Tire Corp Ltd (CDNTF) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Canadian Tire Corp Ltd (CDNTF) earnings time?

Canadian Tire Corp Ltd (CDNTF) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CDNTF EPS forecast?

CDNTF EPS forecast for the fiscal quarter 2025 (Q3) is 2.11.

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