The earnings call reflected a strong top line growth and customer engagement, supported by strategic investments and a solid retail performance. However, decreased EPS, margin pressure, and high operational expenses highlighted challenges in maintaining profitability amidst significant investments.

Company Guidance -

Q3 2025

During Canadian Tire Corporation's Q2 2025 earnings call, management highlighted several key metrics reflecting robust financial performance and strategic progress. Comparable sales increased by 6.4% at Canadian Tire Retail (CTR), 3.9% at Sport Chek, and 1% at Mark's, driven by strong demand across discretionary and essential products. Retail revenue excluding Petroleum rose by 9%, while retail gross margin dollars grew by 6.2% despite a 90 basis point dip in margin rate due to mix and foreign exchange impacts. The company's normalized earnings per share (EPS) decreased by 4% to $3.57, attributed to strategic investments in the True North strategy. Financial Services also saw growth, with card spend rising nearly 4% and receivables increasing by 1.7%. The call emphasized ongoing investments in technology, store enhancements, and loyalty partnerships, alongside expanding retail capabilities to maximize long-term shareholder value.

Strong Top Line Growth

Q2 showed robust top line growth with comp sales up 6.4% at CTR, 3.9% at Sport Chek, and 1% at Mark's. Retail revenue was up 9%, excluding Petroleum, driven by higher sales and shipments.

Increased Customer Engagement

Loyalty spend increased across all income levels, and credit card spend at CTR outpaced competitors for three consecutive quarters. Loyalty penetration was up 114 basis points to 54.8% on a rolling 12-month basis.

Strategic Investments and Initiatives

Investments in digital and e-commerce led to an 8% increase in e-commerce sales YTD, with CTR up 12%. The acquisition of HBC's brand assets received overwhelming positive feedback, signaling strong brand sentiment.

Stable Financial Services Performance

Financial services saw cardholder spend up close to 4%, with stable risk metrics and a net write-off rate unchanged at 7.1%.

Canadian Tire (CDNAF) 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 >

CDNAF 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

CDNAF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$134.75	$120.31	-10.72%
May 08, 2025	$109.45	$114.50	+4.61%
Feb 13, 2025	$107.98	$100.71	-6.73%
Nov 07, 2024	$103.69	$106.43	+2.64%

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 (CDNAF) report earnings?

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

What is Canadian Tire (CDNAF) earnings time?

Canadian Tire (CDNAF) 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 CDNAF EPS forecast?

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

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