Zumiez Inc. Reports Holiday 2025 Sales Results

Rhea-AI Summary

Zumiez (NASDAQ: ZUMZ) reported comparable sales for the nine-week holiday period ended Jan 3, 2026, increased 2.9% year-over-year, driven by a 6.5% gain in North America and an 8.9% decline in international (Europe and Australia).

The company narrowed fiscal Q4 net sales guidance to $287M–$290M (prior $291M–$296M) due to softer international sales, and raised Q4 EPS guidance to $1.05–$1.10 (prior $0.97–$1.07) citing stronger product margin and expense management. As of Jan 3, 2026 Zumiez operated 727 stores.

Positive

• EPS guidance raised to $1.05–$1.10 for fiscal Q4
• European product margin improved by 600 basis points quarter-to-date
• North America comparable sales +6.5% over the nine-week holiday period

Negative

• International comparable sales down 8.9% for the nine-week period
• Q4 net sales guidance lowered to $287M–$290M from $291M–$296M
• Footwear category posted negative comparable sales during the period

News Market Reaction

-7.26%

5 alerts

-7.26% News Effect

+4.8% Peak Tracked

-3.4% Trough Tracked

-$34M Valuation Impact

$428M Market Cap

0.2x Rel. Volume

On the day this news was published, ZUMZ declined 7.26%, reflecting a notable negative market reaction. Argus tracked a peak move of +4.8% during that session. Argus tracked a trough of -3.4% from its starting point during tracking. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $34M from the company's valuation, bringing the market cap to $428M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Holiday comps: 2.9% North America comps: 6.5% International comps: -8.9% +5 more

8 metrics

Holiday comps 2.9% Nine-week period ended Jan 3, 2026 vs prior year

North America comps 6.5% Nine-week holiday period vs prior year

International comps -8.9% Europe and Australia, nine-week holiday period vs prior year

Q4 net sales guidance $287–290M Updated fiscal 2025 Q4 net sales outlook

Prior Q4 sales guidance $291–296M Previous fiscal 2025 Q4 net sales guidance range

Q4 EPS guidance $1.05–1.10 Updated fiscal 2025 Q4 EPS outlook

Prior Q4 EPS guidance $0.97–1.07 Previous fiscal 2025 Q4 EPS guidance range

European margin improvement 600 basis points Quarter-to-date product margin improvement in Europe

Market Reality Check

Price: $24.52 Vol: Volume 177,031 is at 0.75...

normal vol

$24.52 Last Close

Volume Volume 177,031 is at 0.75x the 20-day average of 236,774, indicating lighter trading. normal

Technical Shares at 25.88, trading above the 200-day MA of 17.97 heading into this update.

Peers on Argus

ZUMZ was down 3.97% while peers showed mixed moves: GCO up 3.77%, SCVL up 0.74%,...

ZUMZ was down 3.97% while peers showed mixed moves: GCO up 3.77%, SCVL up 0.74%, and LE, CAL, GES modestly lower. The mixed peer tape alongside ZUMZ’s decline suggests a more company-specific reaction than a broad apparel retail move.

Common Catalyst Holiday and comparable sales updates across apparel retailers, as seen with Genesco’s comparable sales headline.

Historical Context

4 past events · Latest: Dec 04 (Positive)

Pattern 4 events

Date	Event	Sentiment	Move	Catalyst
Dec 04	Q3 results	Positive	-1.7%	Reported Q3 sales and comps growth with North America strength and Q4 guidance.
Nov 20	Earnings date set	Neutral	-0.9%	Announced timing and access details for upcoming Q3 earnings release and call.
Sep 04	Q2 results	Positive	+15.5%	Delivered Q2 sales growth and positive comps, with guidance indicating continued momentum.
Aug 21	Q2 call scheduled	Neutral	+2.6%	Scheduled Q2 earnings report and call, updated store count and brand footprint.

Pattern Detected

Operational results and outlook updates have often seen generally supportive or modestly positive reactions, with an occasional divergence where the stock traded lower despite stronger fundamentals.

Recent Company History

Over the last few months, Zumiez has highlighted improving fundamentals. Q2 2025 results on Sep 04 showed net sales of $214.3M and positive comps, drawing a 15.5% gain. On Dec 04, Q3 net sales reached $239.1M with comps up 7.6%, though shares slipped modestly. The company has repeatedly emphasized North American strength and set Q4 guidance of $291–296M sales and EPS of $0.97–1.07. Today’s holiday update revises that Q4 framework while raising EPS expectations, fitting into this pattern of refining outlooks as trends unfold.

Market Pulse Summary

The stock moved -7.3% in the session following this news. A negative reaction despite higher Q4 EPS ...

Analysis

The stock moved -7.3% in the session following this news. A negative reaction despite higher Q4 EPS guidance to $1.05–1.10 would fit prior instances where shares softened after fundamentally solid updates, such as the Q3 2025 results that saw a -1.66% move. The cut to Q4 sales guidance at $287–290M and weak international comps of -8.9% could outweigh strong North American trends. Investors may also weigh recent insider net selling when evaluating the durability of margin gains and guidance.

Key Terms

basis point, form 10-k

2 terms

basis point financial

"focus on full-price selling in Europe drove a 600-basis point improvement"

A basis point is a unit equal to one one‑hundredth of a percent (0.01%), used to describe very small changes in interest rates, bond yields, fees or other percentage figures. Think of it like a single dollar change on $10,000: tiny by itself but meaningful when applied to large sums or repeated over time, so investors use basis points to track and compare small but financially significant moves precisely.

form 10-k regulatory

"those described in the Company’s annual report on Form 10-K for the fiscal year ended"

A Form 10-K is a comprehensive report that publicly traded companies are required to file annually with regulators. It provides a detailed overview of a company's financial health, operations, and risks, similar to a detailed health report. Investors use this information to assess the company's performance and make informed decisions about buying or selling its stock.

AI-generated analysis. Not financial advice.

North America Comparable Sales Increase 6.5%
Adjusting Fourth Quarter Outlook Including Raising EPS Guidance

LYNNWOOD, Wash., Jan. 12, 2026 (GLOBE NEWSWIRE) -- Zumiez Inc. (NASDAQ: ZUMZ) a leading specialty retailer of apparel, footwear, equipment and accessories for young men and women, today announced that the Company's comparable sales for the nine-week period ended January 3, 2026, increased 2.9% from the comparable nine-week period in the prior year ending January 4, 2025.

From a regional perspective, North America comparable sales were up 6.5% and other international comparable sales, which consists of Europe and Australia, were down 8.9% over the same comparable period in the prior year.

During the nine-week period, the Women’s category posted the largest positive comparable sales growth, followed by Men’s, Accessories and Hardgoods. Footwear was the only category with negative comparable sales. 

Based on results for the nine-week period ended January 3, 2026, the Company now anticpates fiscal 2025 fourth quarter net sales will be between $287 million and $290 million, compared to our previous guidance range of $291 million to $296 million. The decrease is driven by softer International sales. Earnings per share for the quarter is now expected to be between $1.05 and $1.10, up from the prior guidance range of $0.97 to $1.07. The increase is driven by stronger product margin in Europe and North America as well as expense management.

Rick Brooks, Chief Executive Officer of Zumiez Inc., stated, “We are pleased with the 6.5% comparable sales growth in our North America business over the holiday period, continuing the strong trends we experienced throughout the back-to-school season. At the same time, our heightened focus on full-price selling in Europe drove a 600-basis point improvement in our European product margin quarter-to-date. While European sales were less than anticipated, this product margin growth, combined with the ongoing strength in North America has allowed us to increase our earnings guidance for the quarter. We look forward to building on our recent progress in fiscal 2026 and generating greater value for our shareholder in the years to come.”

About Zumiez Inc.

Zumiez is a leading specialty retailer of apparel, footwear, accessories and hardgoods for young men and women who want to express their individuality through the fashion, music, art and culture of action sports, streetwear, and other unique lifestyles. As of January 3, 2026, we operated 727 stores, including 568 in the United States, 46 in Canada, 85 in Europe and 28 in Australia. We operate under the names Zumiez, Blue Tomato and Fast Times. Additionally, we operate ecommerce web sites at zumiez.com, zumiez.ca, blue-tomato.com and fasttimes.com.au.

Safe Harbor Statement

Certain statements in this press release and oral statements relating thereto made from time to time by representatives of the Company may constitute forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. These statements include, without limitation, predictions and guidance relating to the Company's future financial performance, brand and product category diversity, ability to adjust product mix, integration of acquired businesses, growing customer demand for our products and new store openings. In some cases, you can identify forward-looking statements by terminology such as, "may," "should," "expects," "plans," "anticipates," "believes," "estimates," "predicts," "potential," "continue," or the negative of these terms or other comparable terminology. These forward-looking statements are based on management's current expectations but they involve a number of risks and uncertainties. Actual results and the timing of events could differ materially from those anticipated in the forward-looking statements as a result of risks and uncertainties, which include, without limitation, those described in the Company’s annual report on Form 10-K for the fiscal year ended February 1, 2025 as filed with the Securities and Exchange Commission and available at www.sec.gov. You are urged to consider these factors carefully in evaluating the forward-looking statements herein and are cautioned not to place undue reliance on such forward-looking statements, which are qualified in their entirety by this cautionary statement. The forward-looking statements speak only as of the date on which they are made and the Company undertakes no obligation to publicly update such forward-looking statements to reflect subsequent events or circumstances.

Company Contact:
Darin White
VP of Finance &
Investor Relations
Zumiez Inc.
(425) 551-1500, ext. 1337

Investor Contact:
ICR
Brendon Frey
(203) 682-8200

FAQ

What were Zumiez (ZUMZ) holiday comparable sales for the nine-week period ended Jan 3, 2026?

Zumiez reported 9-week comparable sales +2.9% year-over-year for the period ended Jan 3, 2026.

How did Zumiez revise fiscal Q4 2025 net sales and EPS guidance on Jan 12, 2026?

Zumiez narrowed fiscal Q4 net sales guidance to $287M–$290M and raised EPS guidance to $1.05–$1.10.

What drove Zumiez's higher EPS guidance for fiscal Q4 2025 (ZUMZ)?

Management cited stronger product margin in Europe and North America and expense management as drivers of the EPS increase.

How did regional performance differ for Zumiez during the 2025 holiday period?

North America comps were +6.5%, while Europe and Australia comps were -8.9% for the nine-week period.

Did any product categories at Zumiez post negative results over the holidays?

Yes. Footwear was the only category with negative comparable sales during the nine-week period.

How many stores did Zumiez operate as of Jan 3, 2026?

Zumiez operated 727 stores: 568 US, 46 Canada, 85 Europe, and 28 Australia as of Jan 3, 2026.