Shoe Carnival, Inc. (NASDAQ:SCVL) Q1 2024 Earnings Conference Call May 23, 2024 9:00 AM ET Steve Alexander - IR Mark Worden - President and CEO Carl Scibetta - Chief Merchandising Officer Patrick Edwards - CFO Sam Poser - Williams Trading Mitch Kummetz - Seaport Research Jim Chartier - Monness, Crespi, Hardt Good morning, and welcome to Shoe Carnival's First Quarter 2024 Earnings Conference Call. Today's conference call is being recorded and is also being broadcast via webcast. Any reproduction or rebroadca ...

Shoe Carnival, Inc. (SCVL) reported first-quarter fiscal 2024 results, wherein both the top and bottom lines surpassed the Zacks Consensus Estimate. Also, both metrics improved year over year. The company witnessed robust performance, registering double-digit revenue growth in the sandal category. Additionally, it achieved gross margin expansion, improved cost management and demonstrated strong pricing power. The company's performance positions it well to continue enhancing shareholder value and achieving i ...

净销售额及收入 - 第一季度净销售额超出公司预期，同比增长6.8%，达到3.004亿美元[2] - GAAP运营收入同比增长7.5%，达到2,250万美元，调整后运营收入同比增长9.8%，达到2,300万美元[4] - 第一季度净销售额达到3.004亿美元，同比增长6.8%，超出公司预期[7] 盈利情况 - 第一季度2024年GAAP每股收益为0.63美元，调整后每股收益为0.64美元，均达到公司预期的高端[3] - 第一季度毛利率达到35.6%，同比增长，主要受益于商品毛利率提高和采购、配送和租金的杠杆效应[8] - 第一季度净收入为1,730万美元，每股摊薄收益为0.63美元，较去年同期的净收入1,650万美元，每股摊薄收益0.60美元有所增长[12] 店铺情况 - 公司拥有创纪录的430家门店，自年初以来增加了30家门店[4] - 第一季度可比店铺销售额同比下降3.4%，但随着季度的进行，同比增长趋势逐渐改善[14] 库存及现金流 - 第一季度库存总额为4.116亿美元，较去年同期增加约2,210万美元，主要受Rogan's库存的影响[15] - SHOE CARNIVAL, INC. 截至2024年5月4日的现金及现金等价物为56919千美元，较上一季度99000千美元减少了42081千美元[33] - SHOE CARNIVAL, INC. 截至2024年5月4日的经营活动现金流为17059千美元，较去年同期2052千美元增加了15007千美元[34] 财年展望 - SHOE CARNIVAL, INC. 2024财年展望中，调整后每股稀释净收益预计为2.55至2.75美元，较每股稀释净收益2.50至2.70美元有所增加[36]

Shoe Carnival (SCVL) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.60 per share. This compares to earnings of $0.60 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 6.67%. A quarter ago, it was expected that this footwear retailer would post earnings of $0.59 per share when it actually produced earnings of $0.59, delivering no surprise. Over the last four quarters, the company ...

门店分布与扩张 - 公司拥有372家Shoe Carnival门店，分布在35个州和波多黎各，以及28家Shoe Station门店，分布在6个州[14][15] - 2023财年，公司开设了5家新店（1家Shoe Carnival和4家Shoe Station），并计划在2024财年开设约30家新店，目标是在2028年运营至少500家门店[20] 财务数据 - Shoe Station的净销售额在2023财年为1.045亿美元，2022财年为9990万美元，2021财年为1660万美元[17] - 2023财年和2022财年的资本支出分别为5630万美元和7730万美元，主要用于门店现代化和新店开设[21] - 2023财年末，公司无债务，持有现金及等价物和可交易证券1.112亿美元[39] - 公司无借款在2023财年信用协议下[259] 电子商务与多渠道战略 - 公司的电子商务销售额在2023财年、2022财年和2021财年分别占商品销售额的约10%、10%和12%，目标是达到企业总商品销售额的10%至15%[24] - 公司通过实施第三方托管的订单管理系统，满足了多渠道履约的复杂需求，并准备进一步扩展电子商务能力[47] - 公司的Ship-From-Store计划是其多渠道战略的核心，主要利用实体店库存和员工来履行在线订单，减少了缺货情况，扩大了在线商品选择，并利用了店铺库存和固定成本[48] - 公司还与选定的业务合作伙伴维持供应商直送计划，该计划提供了店内不提供的款式和颜色的扩展在线商品选择，同时无需对扩展库存进行资本投资[49] 客户与会员 - 2023财年，Shoe Perks会员增长至3450万，新增客户增长7%，Shoe Perks会员的购买额占Shoe Carnival门店同类净销售额的约71%[29][30] - 2023财年，Gold tier客户的平均交易价值比非Gold tier的Shoe Perks会员高约43%[31] 产品与品牌 - 2023财年，Nike、Skechers和Crocs合计占公司净销售额的约45%，其中Nike占20%，Skechers占14%，Crocs占11%[32] 供应链与物流 - 2023财年，公司通过Evansville配送中心接收了98%的商品，其余商品直接发送到客户或门店[37] 员工与管理 - 公司的员工构成中，64%为女性，36%为男性；领导团队中，62%为女性，38%为男性；领导团队的种族构成中，60%为白人，40%为非白人[56] - 公司的高级总监及以上级别的领导角色中，女性比例在过去五年从5%增加到24%，多个部门如人力资源、采购和商品管理、技术和会计由女性领导[57] - 公司的董事会中，两名非雇员董事和两名总董事为女性，公司正在继续更新董事会并评估其长期继任和多样性[58] - 公司的店铺经理和区域经理中，94%的区域经理和所有Shoe Carnival店铺的经理是从内部培训和提拔的，32名区域经理中有66%在公司工作超过20年，店铺经理的平均任期为14年[61] - 公司的领导团队成员，包括执行官、副总裁和高级总监级别的员工，平均在Shoe Carnival或Shoe Station工作了18年[62] - 截至2023财年末，公司共有约5,300名员工，其中约3,000名为兼职员工，Rogan's收购增加了约600名员工[70] 安全与健康 - 公司在2023年记录了62起非COVID相关的OSHA可记录事故，相比五年前减少了约2%，排除正在整合到公司安全文化中的Shoe Station操作，减少幅度为5%[68] 风险管理 - 公司不使用利率衍生工具来管理市场利率变化的风险[259]

Company Participants Good morning, and welcome to Shoe Carnival's Fourth Quarter 2023 Earnings Conference Call. Today's conference call is being recorded and is also being broadcast via webcast. Any reproduction or rebroadcast of any portion of this call is expressly prohibited. Joining me on today's call are Mark Worden, President and Chief Executive Officer of Shoe Carnival; Carl Scibetta, Chief Merchandising Officer; and Patrick Edwards, Chief Financial Officer. Mark Worden Sales during the December holi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended October 28, 2023 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number: 0-21360 Shoe Carnival, Inc. (Exact name of registrant as specified in its charter) Indiana 35-1736614 (State or other jurisdict ...

Company Participants Conference Call Participants Operator I would now like to introduce Mr. Steve Alexander with Shoe Carnival Investor Relations. Mr. Alexander, please go ahead. Thank you and good morning. Thanks for joining us today. Earlier this morning, we issued our earnings press release for the third quarter of 2023. If you need a copy of the release, it is available on our website in the Investors section. Joining me on today's call are Mark Worden, President and Chief Executive Officer of Shoe Car ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended July 29, 2023 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number: 0-21360 Shoe Carnival, Inc. (Exact name of registrant as specified in its charter) Indiana 35-1736614 (State or other jurisdiction ...

I think best thing you saw about was reengaging those customers doing back-to-school with our broader athletic position showed very encouraging results. They still have weakness in that segment Mitch, but we continue to see improvement. We've seen... Yes. Our over $75,000 households, we saw the biggest growth in the past quarter. We're capturing as part of our strategy is the former department store shopper, through the brand assortments and the depth of product that Carl and his organization are bringing i ...