Overview

• Fiscal Q4 revenue reached $86.2 billion versus $86.1 billion expected, with earnings per share of $5.87 topping the $5.80 consensus.
• Comparable sales rose 5.7% for the quarter, including 5.1% growth in the U.S. and 8.6% internationally.
• The company did not issue formal guidance for the new fiscal year.
• Management plans to expand Kirkland Signature offerings to provide alternatives to tariff‑impacted goods.
• Shares fell a few percentage points after the report and are flat year to date, compared with a 13% gain for the S&P 500; the stock rose 39% last year versus 23% for the index.