Current guidance
47 items
Each item compared with the same item in the previous release (Jun 2, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Non-comp revenue and gross margin from the new consumer credit agreement | for FY2027 | — | “$30 to $40 million” | Filing ↗ |
| New | Total sales | for Q3 FY2027 | — | “$1.37 to $1.41 billion” | Filing ↗ |
| Raised | Adjusted diluted EPS | for FY2027 | “$9.20 to $11.00” | “$10.45 to $12.15” | Filing ↗ |
| New | Adjusted EBITDA | for Q3 FY2027 | — | “$82 to $100 million” | Filing ↗ |
| Raised | Adjusted EBITDA | for FY2027 | “$665 to $745 million” | “$730 to $800 million” | Filing ↗ |
| New | Adjusted EPS | for FY2027 | — | “raising our full year adjusted EPS guidance by over 10%” | Filing ↗ |
| New | Adjusted operating income | for Q3 FY2027 | — | “$31 to $48 million” | Filing ↗ |
| Raised | Adjusted operating income | for FY2027 | “$480 to $560 million” | “$535 to $605 million” | Filing ↗ |
| Revised | Net square footage | for FY2027 | “decrease of low single digit” | “decrease of low single digit for the year” | Filing ↗ |
| New | Refunds of tariffs previously paid | for FY2027 | — | “approximately $30 million” | Filing ↗ |
| New | Same store sales | for Q3 FY2027 | — | “(1.0%) to 2.0%” | Filing ↗ |
| Raised | Same store sales | for FY2027 | “(0.75%) to 2.5%” | “Flat to 2.5%” | Filing ↗ |
| Lowered | Weighted average diluted share count | for FY2027 | “approximately 39.5 million shares” | “approximately 38.8 million shares” | Filing ↗ |
| New | Margin (consumer credit agreement) | No period stated | — | “expected to deliver further margin expansion over time” | Filing ↗ |
| Reiterated | Net revenue reduction related to the transition of the James Allen brand | for FY2027 | “$60 to $80 million” | “$60 to $80 million in net revenue reduction related to the transition of the James Allen brand with a minimal impact on adjusted operating income” | Filing ↗ |
| Reiterated | Total sales | for FY2027 | “$6.7 to $6.9 billion” | “$6.7 to $6.9 billion” | Filing ↗ |
| Reiterated | Annual tax rate | for FY2027 | “23% to 25%, excluding any potential discrete items” | “23% to 25%, excluding any potential discrete items” | Filing ↗ |
| Reiterated | Planned capital expenditures | for FY2027 | “approximately $150 to $180 million” | “approximately $150 to $180 million” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Total sales | for Q2 FY2027 | “$1.50 to $1.53 billion” | — | Filing ↗ |
| Not restated | Adjusted operating income | for Q2 FY2027 | “$79 to $93 million” | — | Filing ↗ |
| Not restated | Total sales | for Q4 FY2026 | “$2.24 to $2.37 billion” | — | Filing ↗ |
| Not restated | Total sales | for FY2026 | “$6.70 to $6.83 billion” | — | Filing ↗ |
| Not restated | Adjusted diluted EPS | for FY2026 | “$8.43 to $9.59” | — | Filing ↗ |
| Not restated | Adjusted EBITDA | for Q4 FY2026 | “$324 to $374 million” | — | Filing ↗ |
| Not restated | Adjusted EBITDA | for Q3 FY2026 | “$49 to $63 million” | — | Filing ↗ |
| Not restated | Adjusted operating income | for Q4 FY2026 | “$322 to $327 million” | — | Filing ↗ |
| Not restated | Adjusted operating income | for FY2026 | “$510 to $515 million” | — | Filing ↗ |
| Not restated | Adjusted operating income | for Q3 FY2026 | “$3 to $17 million” | — | Filing ↗ |
| Not restated | Operating income | for Q4 FY2026 | “$313 to $318 million” | — | Filing ↗ |
| Not restated | Operating income | for FY2026 | “$388 to $393 million” | — | Filing ↗ |
| Not restated | AUR | for FY2026 | “up approximately 6% to 7%” | — | Filing ↗ |
| Not restated | Free cash flow | for FY2026 | “more than $500 million” | — | Filing ↗ |
| Not restated | Merchandise average unit retail (AUR) | for Q4 FY2026 | “up approximately 4% to 5%” | — | Filing ↗ |
| Not restated | Planned capital expenditures | for FY2026 | “approximately $145 to $160 million” | — | Filing ↗ |
| Not restated | Results relative to range | for Q4 FY2026 | “deliver results in the upper half of our range” | — | Filing ↗ |
| Not restated | Sales | for Q4 FY2026 | “$2.34 to $2.35 billion” | — | Filing ↗ |
| Not restated | Sales | for FY2026 | “approximately $6.8 billion” | — | Filing ↗ |
| Not restated | Same store sales | for Q3 FY2026 | “(1.25%) to +1.25%” | — | Filing ↗ |
| Not restated | Net square footage decrease | No period stated | “low single digit” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Net revenue reduction related to the transition of the James Allen brand | “$60 to $80 million in net revenue reduction related to the transition of the James Allen brand with a minimal impact on adjusted operating income” | for FY2027 | GAAP-tied | Jun 2, 2026 | 2 | Filing ↗ |
| Non-comp revenue and gross margin from the new consumer credit agreement | “$30 to $40 million” | for FY2027 | GAAP-tied | Sep 4, 2026 | 1 | Filing ↗ |
| Total sales | “$1.37 to $1.41 billion” | for Q3 FY2027 | GAAP-tied | Sep 4, 2026 | 1 | Filing ↗ |
| Total sales | “$6.7 to $6.9 billion” | for FY2027 | GAAP-tied | Jun 2, 2026 | 2 | Filing ↗ |
| Total sales | “$1.50 to $1.53 billion” | for Q2 FY2027 | GAAP-tied | Jun 2, 2026 | 1 | Filing ↗ |
| Adjusted diluted EPS | “$10.45 to $12.15” | for FY2027 | Company-defined | Jun 2, 2026 | 2 | Filing ↗ |
| Adjusted EBITDA | “$82 to $100 million” | for Q3 FY2027 | Company-defined | Sep 4, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA | “$730 to $800 million” | for FY2027 | Company-defined | Jun 2, 2026 | 2 | Filing ↗ |
| Adjusted EBITDA | “$125 to $139 million” | for Q2 FY2027 | Company-defined | Jun 2, 2026 | 1 | Filing ↗ |
| Adjusted EPS | “raising our full year adjusted EPS guidance by over 10%” | for FY2027 | Company-defined | Sep 4, 2026 | 1 | Filing ↗ |
| Adjusted operating income | “$31 to $48 million” | for Q3 FY2027 | Company-defined | Sep 4, 2026 | 1 | Filing ↗ |
| Adjusted operating income | “$535 to $605 million” | for FY2027 | Company-defined | Jun 2, 2026 | 2 | Filing ↗ |
| Adjusted operating income | “$79 to $93 million” | for Q2 FY2027 | Company-defined | Jun 2, 2026 | 1 | Filing ↗ |
| Annual tax rate | “23% to 25%, excluding any potential discrete items” | for FY2027 | Company-defined | Jun 2, 2026 | 2 | Filing ↗ |
| Annual tax rate, excluding any potential discrete items | “23% to 25%” | for FY2027 | Company-defined | Jun 2, 2026 | 1 | Filing ↗ |
| Net square footage | “decrease of low single digit for the year” | for FY2027 | Company-defined | Jun 2, 2026 | 2 | Filing ↗ |
| Planned capital expenditures | “approximately $150 to $180 million” | for FY2027 | Company-defined | Jun 2, 2026 | 2 | Filing ↗ |
| Quarterly cash dividend on common shares | “$0.35 per share” | for Q3 FY2027 | Declared action | Sep 4, 2026 | 1 | Filing ↗ |
| Quarterly cash dividend on common shares | “$0.35 per share” | for Q2 FY2027 | Declared action | Jun 2, 2026 | 1 | Filing ↗ |
| Refunds of tariffs previously paid | “approximately $30 million” | for FY2027 | Company-defined | Sep 4, 2026 | 1 | Filing ↗ |
| Same store sales | “(1.0%) to 2.0%” | for Q3 FY2027 | Company-defined | Sep 4, 2026 | 1 | Filing ↗ |
| Same store sales | “Flat to 2.5%” | for FY2027 | Company-defined | Jun 2, 2026 | 2 | Filing ↗ |
| Same store sales | “+0.5% to +2.5%” | for Q2 FY2027 | Company-defined | Jun 2, 2026 | 1 | Filing ↗ |
| Weighted average diluted share count | “approximately 38.8 million shares” | for FY2027 | Company-defined | Jun 2, 2026 | 2 | Filing ↗ |
| Total sales | “$2.24 to $2.37 billion” | for Q4 FY2026 | GAAP-tied | Dec 2, 2025 | 1 | Filing ↗ |
| Total sales | “$6.70 to $6.83 billion” | for FY2026 | GAAP-tied | Mar 19, 2025 | 4 | Filing ↗ |
| Total sales | “$1.34 to $1.38 billion” | for Q3 FY2026 | GAAP-tied | Sep 2, 2025 | 1 | Filing ↗ |
| Adjusted diluted EPS | “$8.43 to $9.59” | for FY2026 | Company-defined | Mar 19, 2025 | 4 | Filing ↗ |
| Adjusted EBITDA | “$324 to $374 million” | for Q4 FY2026 | Company-defined | Dec 2, 2025 | 1 | Filing ↗ |
| Adjusted EBITDA | “$650 to $700 million” | for FY2026 | Company-defined | Mar 19, 2025 | 4 | Filing ↗ |
| Adjusted EBITDA | “$49 to $63 million” | for Q3 FY2026 | Company-defined | Sep 2, 2025 | 1 | Filing ↗ |
| Adjusted operating income | “$322 to $327 million” | for Q4 FY2026 | Company-defined | Dec 2, 2025 | 2 | Filing ↗ |
| Adjusted operating income | “$510 to $515 million” | for FY2026 | Company-defined | Mar 19, 2025 | 5 | Filing ↗ |
| Adjusted operating income | “$3 to $17 million” | for Q3 FY2026 | Company-defined | Sep 2, 2025 | 1 | Filing ↗ |
| Operating income | “$313 to $318 million” | for Q4 FY2026 | GAAP-tied | Mar 9, 2026 | 1 | Filing ↗ |
| Operating income | “$388 to $393 million” | for FY2026 | GAAP-tied | Mar 9, 2026 | 1 | Filing ↗ |
| Annual tax rate | “23% to 25%” | for FY2026 | Company-defined | Mar 19, 2025 | 4 | Filing ↗ |
| AUR | “up approximately 6% to 7%” | for FY2026 | Company-defined | Mar 9, 2026 | 1 | Filing ↗ |
| Free cash flow | “more than $500 million” | for FY2026 | Company-defined | Mar 9, 2026 | 1 | Filing ↗ |
| Merchandise average unit retail (AUR) | “up approximately 4% to 5%” | for Q4 FY2026 | Company-defined | Mar 9, 2026 | 1 | Filing ↗ |
| Net square footage | “decrease of approximately 1%” | for FY2026 | Company-defined | Mar 19, 2025 | 4 | Filing ↗ |
| Planned capital expenditures | “approximately $145 to $160 million” | for FY2026 | Company-defined | Mar 19, 2025 | 4 | Filing ↗ |
| Quarterly cash dividend on common shares | “$0.32 per share” | for Q4 FY2026 | Declared action | Dec 2, 2025 | 1 | Filing ↗ |
| Quarterly cash dividend on common shares | “$0.32 per share” | for Q3 FY2026 | Declared action | Sep 2, 2025 | 1 | Filing ↗ |
| Results relative to range | “deliver results in the upper half of our range” | for Q4 FY2026 | Company-defined | Mar 9, 2026 | 1 | Filing ↗ |
| Sales | “$2.34 to $2.35 billion” | for Q4 FY2026 | Company-defined | Mar 9, 2026 | 1 | Filing ↗ |
| Sales | “approximately $6.8 billion” | for FY2026 | Company-defined | Mar 9, 2026 | 1 | Filing ↗ |
| Same store sales | “(5%) to +0.5%” | for Q4 FY2026 | Company-defined | Dec 2, 2025 | 1 | Filing ↗ |
| Same store sales | “(0.2%) to +1.75%” | for FY2026 | Company-defined | Mar 19, 2025 | 4 | Filing ↗ |
| Same store sales | “(1.25%) to +1.25%” | for Q3 FY2026 | Company-defined | Sep 2, 2025 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Adjusted Debt to Adjusted EBITDAR ratio (stated goal) | “at or below 2.5x” | for the long term | Company-defined | Dec 5, 2024 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Accelerated Share Repurchase (ASR) agreement | “$125 million” | — | Declared action | Jun 2, 2026 | 2 | Filing ↗ |
| Remaining repurchase authorization | “expansion of the remaining repurchase authorization by approximately $385 million to a total of $700 million” | — | Declared action | Sep 4, 2026 | 1 | Filing ↗ |
| Share repurchase authorization remaining | “approximately $355 million” | — | Declared action | Jun 2, 2026 | 1 | Filing ↗ |
| Share repurchase authorization remaining after ASR | “approximately $575 million” | — | Declared action | Sep 4, 2026 | 1 | Filing ↗ |
Adjusted operating income, for FY2026 — every statement across the year, each linked to its filing.
22 companies in Apparel, footwear & accessories. What they guide on, and who reported this season.
| Columbia Sportswear | Oct 29, 2026 | 12 changes |
| Crocs | Oct 29, 2026 | 19 changes |
| Boot Barn | Oct 28, 2026 | 23 changes |
| VF | Oct 28, 2026 | 6 changes |
| Levi Strauss | Oct 7, 2026 | 7 changes |
| Nike | Oct 1, 2026 | 7 changes |
| American Eagle Outfitters | Sep 9, 2026 | 7 changes |
| Signet Jewelers | Sep 4, 2026 | 14 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2027 | FY2026 | FY2025 | Long-term | No period |
|---|---|---|---|---|---|
| Net revenue reduction related to the transition of the James Allen brand | 2 statements | — | — | — | — |
| Non-comp revenue and gross margin from the new consumer credit agreement | 1 statement | — | — | — | — |
| Total sales | 4 statements | 8 statements | 2 statements | — | — |
| Adjusted Debt to Adjusted EBITDAR ratio (stated goal) | — | — | — | 1 statement | — |
| Adjusted diluted EPS | 2 statements | 4 statements | 1 statement | — | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Sep 4, 2026 | FY2027 Q2 | 0000832988-26-000227 | 22 | Open filing ↗ |
| Jun 2, 2026 | FY2027 Q1 | 0000832988-26-000158 | 19 | Open filing ↗ |
| Mar 9, 2026 | FY2026 Q4 | 0000832988-26-000050 | 10 | Open filing ↗ |
| Dec 2, 2025 | FY2026 Q3 | 0000832988-25-000228 | 14 | Open filing ↗ |
| Sep 2, 2025 | FY2026 Q2 | 0000832988-25-000170 | 14 | Open filing ↗ |
| Jun 3, 2025 | FY2026 Q1 | 0000832988-25-000101 | 13 | Open filing ↗ |
| Mar 19, 2025 | FY2025 Q4 | 0000832988-25-000015 | 14 | Open filing ↗ |
| Dec 5, 2024 | FY2025 Q3 | 0000832988-24-000255 | 20 | Open filing ↗ |
2 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| full year adjusted EPS guidance = raising ... by over 10% | span gate: value not verbatim in filing | Sep 4, 2026 |
| gross merchandise margin = modest decline | span gate: value not verbatim in filing | Mar 9, 2026 |