The earnings call displayed a balanced sentiment with strong performance in North America and private label growth offset by challenges in international markets, particularly Europe, and specific product categories like footwear and men's. Despite SG&A expense increases, the company remains optimistic about future growth given the strong back-to-school results and strategic initiatives.

Company Guidance

In the Zumiez Inc. Second Quarter Fiscal 2025 Earnings Conference Call, the company provided guidance reflecting a positive outlook despite ongoing macroeconomic uncertainties. They reported a 2.5% increase in comparable sales for Q2, with North America being the primary driver, and projected Q3 sales between $232 million and $237 million, indicating a 5.5% to 7.5% growth over the previous year. The company highlighted their success in private label products, which constituted 30% of total sales year-to-date, up from 27% a year ago, and their efforts to maintain strong financial health with $106 million in cash and liquid investments. Zumiez plans to open six new stores in 2025 while closing approximately 20, mainly in North America, and anticipates modest year-over-year growth in product margins. The company remains focused on strategic priorities, including driving revenue growth through customer-focused initiatives, optimizing profitability, and leveraging their financial foundation to manage volatility.

Positive Comparable Sales Growth

Zumiez reported a 2.5% increase in comparable sales for the second quarter, marking the fifth consecutive quarter of positive growth. North America was the primary driver, with a 4.2% increase in comparable sales.

Strong Back-to-School Performance

During the back-to-school season, comparable sales in the U.S. saw low teens growth on top of a double-digit increase in the previous year, providing optimism for the upcoming holiday season.

Private Label Growth

Private label sales reached 30% of total sales year-to-date through the second quarter, up from 27% a year ago, marking the highest private label penetration in Zumiez's history.

Improved Gross Profit Margin

Gross profit increased by 5.9% to $76 million, with the gross profit margin improving by 130 basis points to 35.5% due to better product margins and store occupancy leverage.

Encouraging Third Quarter Trends

Net sales for the thirty-day period ended September 1, 2025, increased by 10.6%, with North America seeing an 11.7% increase in comparable sales, driven by women's and accessories categories.

Zumiez (ZUMZ) Earnings, Revenues Date & History

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ZUMZ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 27, 2025	2025 (Q3)	0.28 / -	0.06	―	―	―
Sep 04, 2025	2025 (Q2)	-0.11 / -0.06	-0.04	-50.00% (-0.02)	―
Jun 05, 2025	2025 (Q1)	-0.77 / -0.66	-0.86	23.26% (+0.20)	―
Mar 13, 2025	2024 (Q4)	0.80 / 0.78	0.4	95.00% (+0.38)	―
Dec 05, 2024	2024 (Q3)	0.03 / 0.06	-0.12	150.00% (+0.18)	―
Sep 05, 2024	2024 (Q2)	-0.33 / -0.04	-0.44	90.91% (+0.40)	―
Jun 06, 2024	2024 (Q1)	-1.14 / -0.86	-0.96	10.42% (+0.10)	―
Mar 14, 2024	2023 (Q4)	0.26 / 0.40	0.59	-32.20% (-0.19)	―
Nov 30, 2023	2023 (Q3)	-0.18 / -0.12	0.36	-133.33% (-0.48)	―
Sep 07, 2023	2023 (Q2)	-0.67 / -0.44	0.16	-375.00% (-0.60)	―

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

ZUMZ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$18.45	$21.31	+15.50%
Jun 05, 2025	$12.86	$11.58	-9.95%
Mar 13, 2025	$12.78	$13.82	+8.14%
Dec 05, 2024	$20.16	$22.34	+10.81%

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.