The Buckle (BKE) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, March 13, 2026 astatine 9:57 AM CDT 12 min read

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Friday, March 13, 2026 astatine 10 a.m. ET

• Chief Financial Officer — Thomas B. Heacock

• Vice President of Finance — Adam J. Akerson

• President and Chief Executive Officer — Dennis H. Nelson

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Thomas B. Heacock: Good morning, and convey you for joining america this morning. Our March 13, 2026 property merchandise reported that nett income for the 13-week 4th quarter, which ended January 31, 2026, was $80.8 million, oregon $1.59 per stock connected a diluted basis, which compares to nett income of $77.2 million, oregon $1.53 per stock connected a diluted basis, for the prior-year 13-week 4th quarter, which ended February 1, 2025. Net income for the 52-week fiscal twelvemonth ended January 31, 2026, was $209.7 million, oregon $4.14 per stock connected a diluted basis, which compares to nett income of $195.5 million, oregon $3.89 per stock connected a diluted basis, for the prior-year 52-week fiscal year, which ended February 1, 2025.

Net income for the 4th accrued 5.3% to $399.1 cardinal compared to nett income of $379.2 cardinal for the anterior year. Comparable store income for the 4th accrued 3.9% successful examination to the aforesaid 13-week play successful the anterior year, and our online income accrued 6.4% to $74.2 million. Total income for the afloat fiscal twelvemonth accrued 6.6% to $1.298 cardinal compared to nett income of $1.218 cardinal for the anterior year. Comparable store income for the twelvemonth accrued 5.6% successful examination to the aforesaid 52-week play successful the anterior year, and online income accrued 9.8% to $217.1 million.

For the quarter, UPTs decreased astir 1.5%, the mean portion retail accrued astir 5.5%, and the mean transaction worth accrued astir 3.5%. For the afloat year, UPTs decreased astir 1%, the mean portion retail accrued astir 3.5%, and the mean transaction worth accrued astir 2.5%. Gross borderline for the 4th was 52.6%, accordant with 2024. For the quarter, merchandise margins accrued 35 ground points, which was offset by accrued buying, distribution, and occupancy expenses, which was down 35 ground points.

Full-year gross borderline was 49%, up 30 ground points from 48.7% for the anterior year, and the summation was the effect of a 20 ground constituent summation successful merchandise margins on with 10 ground points of leverage successful buying, distribution, and occupancy expenses. Selling, general, and administrative expenses for the 4th were 27.4% of sales, compared to 27.2% for 2024, and for the afloat year, SG&A was 28.8% of nett sales, compared to 28.9% successful the anterior year.