The earnings call reflected a strong top line performance with positive trends in customer metrics and brand perception. However, this was balanced by challenges in profitability and increased expenses due to strategic investments and market pressures.

Company Guidance -

Q3 2025

During the Canadian Tire Corporation's Q2 2025 earnings call, management highlighted several key metrics and strategic initiatives. The company achieved 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. Retail revenue was up 9% excluding Petroleum, driven by higher sales and shipments, particularly in discretionary categories such as seasonal and gardening products. The loyalty program saw a penetration increase of 114 basis points to 54.8% on a rolling 12-month basis, and credit card spending at CTR outpaced competitors for three consecutive quarters. Despite a robust retail performance, normalized EPS decreased by 4% to $3.57, impacted by strategic investments in the True North transformation strategy. The strategy includes initiatives like expanding store concepts, enhancing e-commerce capabilities, and investing in operational infrastructure at the bank, which resulted in a 27% SG&A rate for financial services. The company also reported stable customer risk metrics at the bank with a net write-off rate of 7.1% and an allowance rate of 12.3%. As the company continues its transformation, it anticipates steady improvement in long-term shareholder value, driven by strategic investments and operational efficiencies.

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 sales were up 5.6% and retail revenue increased by 9% excluding Petroleum.

Loyalty and Consumer Health

Growth in both loyalty and non-loyalty sales with increases in traffic and basket size. Loyalty spend increased across every income level tracked.

Market Share and Brand Trust

Canadian Tire gained market share, with an increase in value perception and a widened gap in brand trust compared to global competitors.

Retail Execution and Inventory Management

Retail IBT grew by close to 10% and dealer inventory was in line with last year, reflecting strong sell-through.

Positive Consumer Sentiment

Customer confidence showed signs of recovery, with credit card spend at CTR growing faster than competitors for three consecutive quarters.

Canadian Tire (TSE:CTC.A) 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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TSE:CTC.A Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	2.91 / -	3.59	―	―	―
Aug 07, 2025	2025 (Q2)	3.91 / 3.57	3.56	0.28% (<+0.01)
May 08, 2025	2025 (Q1)	1.22 / 2.00	1.38	44.93% (+0.62)
Feb 13, 2025	2024 (Q4)	4.27 / 4.07	3.38	20.41% (+0.69)
Nov 07, 2024	2024 (Q3)	3.02 / 3.59	2.96	21.28% (+0.63)
Aug 08, 2024	2024 (Q2)	2.42 / 3.56	3.08	15.58% (+0.48)
May 09, 2024	2024 (Q1)	0.69 / 1.38	1	38.00% (+0.38)
Feb 15, 2024	2023 (Q4)	4.86 / 3.38	9.34	-63.81% (-5.96)
Nov 09, 2023	2023 (Q3)	3.29 / 2.96	3.34	-11.38% (-0.38)
Aug 10, 2023	2023 (Q2)	3.05 / 3.08	3.11	-0.96% (-0.03)

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

TSE:CTC.A Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	C$185.11	C$165.41	-10.64%
May 08, 2025	C$151.73	C$158.77	+4.64%
Feb 13, 2025	C$154.08	C$142.05	-7.81%
Nov 07, 2024	C$145.02	C$147.84	+1.95%

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 (TSE:CTC.A) report earnings?

Canadian Tire (TSE:CTC.A) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Canadian Tire (TSE:CTC.A) earnings time?

Canadian Tire (TSE:CTC.A) 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 TSE:CTC.A EPS forecast?

TSE:CTC.A EPS forecast for the fiscal quarter 2025 (Q3) is 2.91.

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