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Buckle Inc (BKE) Q4 2024 Earnings Call Highlights: Navigating Challenges with Strong Digital ...

In This Article:

  • Net Income (Q4): $77.2 million or $1.53 per share, compared to $79.6 million or $1.59 per share in the prior year.

  • Net Income (Full Year): $195.5 million or $3.89 per share, compared to $219.9 million or $4.40 per share in the prior year.

  • Net Sales (Q4): $379.2 million, a decrease of 0.8% from $382.4 million in the prior year.

  • Net Sales (Full Year): $1.218 billion, a decrease of 3.4% from $1.261 billion in the prior year.

  • Comparable Store Sales (Q4): Increased 3.9% compared to the same period a year ago.

  • Online Sales (Q4): Increased 6.4% to $69.7 million, and 12% compared to the same 13-week period a year ago.

  • Gross Margin (Q4): 52.6%, up 30 basis points from 52.3% in the prior year.

  • Operating Margin (Q4): 25.4%, compared to 25.2% in the prior year.

  • SG&A Expenses (Q4): 27.2% of sales, compared to 27.1% in the prior year.

  • Inventory: $120.8 million, down 4.4% from the same time a year ago.

  • Total Cash and Investments: $318.8 million after $198 million in dividends paid during the year.

  • Store Count: Ended the year with 441 retail stores, down from 444 stores in the prior year.

  • Women's Merchandise Sales (Q4): Increased approximately 11% on a 13-week comparable basis.

  • Men's Merchandise Sales (Q4): Increased approximately 1% on a 13-week comparable basis.

  • Private Label Sales (Q4): Represented 51% of sales, up from 50% in the prior year.

Release Date: March 14, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Buckle Inc (NYSE:BKE) successfully relocated 51 out of 74 remodels to higher traffic outdoor centers, enhancing store performance.

  • E-commerce sales grew by 12% in the fourth quarter compared to the same period a year ago, indicating strong digital performance.

  • Women's merchandise sales increased by approximately 11% on a 13-week comparable basis, driven by strong denim sales.

  • The company achieved a 40 basis point increase in merchandise margins for the quarter, contributing to improved gross margins.

  • Buckle Inc (NYSE:BKE) maintained a strong cash position with $318.8 million in total cash and investments after paying $198 million in dividends.

Negative Points

  • Net income for the fourth quarter decreased to $77.2 million from $79.6 million in the prior year, reflecting a decline in profitability.

  • Net sales for the 52-week fiscal year decreased by 3.4% to $1.218 billion compared to the prior year.

  • Men's merchandise sales decreased by about 4% against the prior year 14-week fiscal quarter.

  • The company experienced a 4.3% decrease in online sales for the 52-week fiscal year compared to the prior year.

  • Selling, general, and administrative expenses increased to 28.9% of net sales for the full year, up from 27.6% in the previous year.