The earnings call highlighted significant successes with Shoe Station's growth and the rebanner initiative, showing promising returns and strategic positioning for future growth. However, challenges remain with Shoe Carnival's declining sales and cautious consumer spending, particularly among lower-income households. Overall, the positive momentum from strategic initiatives and financial strength suggests a promising outlook, balanced by current sales declines in some segments.

Company Guidance

During the Shoe Carnival's First Quarter 2025 Earnings Conference Call, the company provided guidance indicating a cautious yet optimistic outlook for the remainder of the fiscal year. The company's first quarter profits exceeded expectations by approximately 10%, with Shoe Station showing industry-leading growth of 4.9%, while Shoe Carnival's sales declined in line with the overall family footwear industry trends. The company reaffirmed its annual profit guidance for fiscal 2025, projecting net sales between $1.15 billion and $1.23 billion and GAAP EPS between $1.60 and $2.10. Shoe Carnival plans to complete 75 store rebanners this year, with Shoe Station expected to represent over 80% of its store fleet by March 2027. This strategic shift is anticipated to drive future growth, with comparable store sales growth projected to start in Q3 2026. Additionally, the company highlighted its strong financial position, with a debt-free balance sheet and increased cash reserves, allowing for opportunistic inventory investments and potential M&A activities.

Profits Outperformed Expectations

The company's first quarter 2025 profits outperformed expectations by approximately 10%, showcasing strong financial management despite challenging market conditions.

Shoe Station Growth

Shoe Station achieved a sales growth of 4.9% and was comp positive, contrasting with the broader family footwear industry and Shoe Carnival trends.

Rebanner Initiative Success

The rebanner initiative yielded double-digit sales growth and accretive margins. Shoe Station's superior performance has led to plans for accelerated rebannering, with 75 stores to be completed by the end of fiscal 2025.

Debt-Free Financial Position

The company maintains a debt-free balance sheet with $93 million in cash, cash equivalents, and marketable securities, up over 30% compared to the previous year.

Inventory Strategy and Competitive Positioning

The company has secured inventory at competitive costs, positioning itself well against potential supply chain disruptions and price increases.

Shoe Carnival (SCVL) 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

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SCVL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 04, 2025	2025 (Q2)	0.58 / -	0.83	―	―	―
May 03, 2025	2025 (Q1)	0.30 / 0.34	0.64	-46.88% (-0.30)	―	―
Mar 20, 2025	2024 (Q4)	0.43 / 0.54	0.59	-8.47% (-0.05)	―
Nov 21, 2024	2024 (Q3)	0.67 / 0.71	0.8	-11.25% (-0.09)	―
Sep 05, 2024	2024 (Q2)	0.81 / 0.83	0.71	16.90% (+0.12)	―
May 23, 2024	2024 (Q1)	0.60 / 0.64	0.61	4.92% (+0.03)	―
Mar 21, 2024	2023 (Q4)	0.59 / 0.59	0.79	-25.32% (-0.20)	―
Nov 16, 2023	2023 (Q3)	0.97 / 0.80	1.18	-32.20% (-0.38)	―
Aug 29, 2023	2023 (Q2)	0.84 / 0.71	1.05	-32.38% (-0.34)	―
May 24, 2023	2023 (Q1)	0.69 / 0.61	0.96	-36.46% (-0.35)	―

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

SCVL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 20, 2025	$22.32	$22.11	-0.94%
Nov 21, 2024	$32.85	$33.21	+1.10%
Sep 05, 2024	$36.72	$39.73	+8.20%
May 23, 2024	$33.51	$35.36	+5.52%

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.