The Buckle, Inc. (BKE) Earnings Call Transcripts

The Buckle, Inc.'s Latest Earnings Call - Q1 FY2027

In the first quarter of fiscal 2026, The Buckle, Inc. reported a net income of $46.9 million, or $0.92 per share, reflecting a significant increase from $35.2 million, or $0.70 per share, in the prior year. Revenue rose 6.1% to $288.7 million, driven by a 5.1% increase in comparable store sales and a 2.8% rise in online sales. Management did not provide specific guidance for future sales or earnings, maintaining their policy of not offering forward-looking statements.

Reported metrics

Guidance from management

Management maintained their policy of not providing future sales or earnings guidance, indicating uncertainty in the market environment.

What management said

We do not hedge fuel costs, so there's no contracts there to do any hedging. I mean, really where we're seeing the increase is fuel surcharges, both on and inbound freight for new product and then also with our carriers outbound and e-comm. So we have seen a little bit of increase in terms of fuel surcharges on both ends, but so far, it's manageable, and it was not something that we called out during the quarter in t...

Thank you, John. This is Dennis. On the pressures on the guest, we had a strong February, March and part of that was due to Easter and spring breaks, with spring breaks influence our business a fair amount. And then April was off a little. But we felt real good about the quarter. Our sell-throughs have been good. We feel really good about the inventory and our sales teams have been doing an excellent job through the ...

What analysts pressed on

Analysts expressed concerns regarding gross margin pressures due to rising costs, particularly from tariffs and fuel surcharges. There was also a focus on how these factors might affect consumer spending and overall profitability moving forward.

Main topics on the call

• Revenue Growth — Net sales increased 6.1% to $288.7 million compared to $272.1 million in the prior year, with comparable store sales up 5.1%. Management noted, 'Our women's business carried a strong momentum into the first quarter of 20...
• Gross Margin Compression — Gross margin decreased by 50 basis points to 46.2%, attributed to a 10 basis point reduction in merchandise margins and a 40 basis point increase in occupancy and distribution expenses. Management stated, 'We still feel ...
• Strong Women's Sales — Women's merchandise sales increased by 11%, contributing to 52% of total sales. The women's denim category was a key driver with an 8% year-over-year increase in sales, indicating strong consumer demand.
• Increased Capital Expenditures — Capital expenditures for the quarter totaled $14.7 million, with $13.5 million allocated for new store construction and remodels. Management plans to open an additional 9 new stores and complete 7 remodels for the remain...

Read the full The Buckle, Inc. transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 79 The Buckle, Inc. earnings call transcripts on record, spanning January 9, 2020 to May 29, 2026. Based on this history, The Buckle, Inc. reports quarterly. The most recent call on file is dated May 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BKE

Exchange

NYSE

Country

US

Sector

Consumer Discretionary

Industry

Specialty Retail

Calls on record

79

First call

January 9, 2020

Most recent

May 29, 2026

Reporting cadence

quarterly