Overview

• Adjusted EPS came in at $1.61 versus the $1.23 consensus, with revenue at $1.53 billion, up 3% year over year and above estimates.
• Comparable sales rose 2.0%, and average unit retail increased 9% including a 4% gain in Bridal and a 12% gain in Fashion.
• Adjusted operating margin expanded to 5.6% from 4.6%, and operating income improved to $2.8 million from a $100.9 million loss a year earlier.
• Fiscal 2026 guidance was raised to $8.04–$9.57 in adjusted EPS and $6.67–$6.82 billion in sales, both above prior ranges.
• The company declared a $0.32 quarterly dividend payable Nov. 21, and shares recently traded up about 1.5% to $89.39.