Signed in · PRO

Guidance history, every release

Signet Jewelers (SIG) · 8 releases, Dec 5, 2024 to Sep 4, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Dec 5, 2024 FY25 Q3	Mar 19, 2025 FY25 Q4	Jun 3, 2025 FY26 Q1	Sep 2, 2025 FY26 Q2	Dec 2, 2025 FY26 Q3	Mar 9, 2026 FY26 Q4	Jun 2, 2026 FY27 Q1	Sep 4, 2026 FY27 Q2
For FY2027
Net revenue reduction related to the transition of the James Allen brand	—	—	—	—	—	—	New“$60 to $80 million”	Reiterated“$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”
Non-comp revenue and gross margin from the new consumer credit agreement	—	—	—	—	—	—	—	New“$30 to $40 million”
Total sales	—	—	—	—	—	—	—	New“$1.37 to $1.41 billion”
Total sales	—	—	—	—	—	—	New“$6.7 to $6.9 billion”	Reiterated“$6.7 to $6.9 billion”
Total sales	—	—	—	—	—	—	New“$1.50 to $1.53 billion”	—
Adjusted diluted EPS	—	—	—	—	—	—	New“$9.20 to $11.00”	Raised“$10.45 to $12.15”
Adjusted EBITDA	—	—	—	—	—	—	—	New“$82 to $100 million”
Adjusted EBITDA	—	—	—	—	—	—	New“$665 to $745 million”	Raised“$730 to $800 million”
Adjusted EBITDA	—	—	—	—	—	—	New“$125 to $139 million”	—
Adjusted EPS	—	—	—	—	—	—	—	New“raising our full year adjusted EPS guidance by over 10%”
Adjusted operating income	—	—	—	—	—	—	—	New“$31 to $48 million”
Adjusted operating income	—	—	—	—	—	—	New“$480 to $560 million”	Raised“$535 to $605 million”
Adjusted operating income	—	—	—	—	—	—	New“$79 to $93 million”	—
Annual tax rate	—	—	—	—	—	—	New“23% to 25%, excluding any potential discrete items”	Reiterated“23% to 25%, excluding any potential discrete items”
Annual tax rate, excluding any potential discrete items	—	—	—	—	—	—	New“23% to 25%”	—
Net square footage	—	—	—	—	—	—	New“decrease of low single digit”	Revised“decrease of low single digit for the year”
Planned capital expenditures	—	—	—	—	—	—	New“approximately $150 to $180 million”	Reiterated“approximately $150 to $180 million”
Quarterly cash dividend on common shares	—	—	—	—	—	—	—	New“$0.35 per share”
Quarterly cash dividend on common shares	—	—	—	—	—	—	New“$0.35 per share”	—
Refunds of tariffs previously paid	—	—	—	—	—	—	—	New“approximately $30 million”
Same store sales	—	—	—	—	—	—	—	New“(1.0%) to 2.0%”
Same store sales	—	—	—	—	—	—	New“(0.75%) to 2.5%”	Raised“Flat to 2.5%”
Same store sales	—	—	—	—	—	—	New“+0.5% to +2.5%”	—
Weighted average diluted share count	—	—	—	—	—	—	New“approximately 39.5 million shares”	Lowered“approximately 38.8 million shares”
For FY2026
Total sales	—	—	—	—	New“$2.24 to $2.37 billion”	—	—	—
Total sales	—	New“$6.53 billion to $6.80 billion”	Narrowed“$6.57 to $6.80 billion”	Raised“$6.67 to $6.82 billion”	Raised“$6.70 to $6.83 billion”	—	—	—
Total sales	—	—	—	New“$1.34 to $1.38 billion”	—	—	—	—
Total sales	—	—	New“$1.47 to $1.51 billion”	—	—	—	—	—
Total sales	—	New“$1.50 billion to $1.53 billion”	—	—	—	—	—	—
Adjusted diluted EPS	—	New“$7.31 to $9.10”	Raised“$7.70 to $9.38”	Raised“$8.04 to $9.57”	Raised“$8.43 to $9.59”	—	—	—
Adjusted EBITDA	—	—	—	—	New“$324 to $374 million”	—	—	—
Adjusted EBITDA	—	New“$605 million to $695 million”	Narrowed“$615 to $695 million”	Raised“$630 to $700 million”	Narrowed“$650 to $700 million”	—	—	—
Adjusted EBITDA	—	—	—	New“$49 to $63 million”	—	—	—	—
Adjusted EBITDA	—	—	New“$99 to $119 million”	—	—	—	—	—
Adjusted EBITDA	—	New“$94 million to $106 million”	—	—	—	—	—	—
Adjusted operating income	—	—	—	—	New“$277 to $327 million”	Narrowed“$322 to $327 million”	—	—
Adjusted operating income	—	New“$420 million to $510 million”	Narrowed“$430 to $510 million”	Raised“$445 to $515 million”	Narrowed“$465 to $515 million”	Narrowed“$510 to $515 million”	—	—
Adjusted operating income	—	—	—	New“$3 to $17 million”	—	—	—	—
Adjusted operating income	—	—	New“$53 to $73 million”	—	—	—	—	—
Adjusted operating income	—	New“$48 million to $60 million”	—	—	—	—	—	—
Operating income	—	—	—	—	—	New“$313 to $318 million”	—	—
Operating income	—	—	—	—	—	New“$388 to $393 million”	—	—
Annual tax rate	—	New“23% to 25%”	Reiterated“23% to 25%, including the non-cash impact of approximately 4% for the CITA2023 Bermuda tax impact”	Reiterated“23% to 25%, including the non-cash impact of approximately 4% for the CITA2023 Bermuda tax impact”	Reiterated“23% to 25%”	—	—	—
AUR	—	—	—	—	—	New“up approximately 6% to 7%”	—	—
Free cash flow	—	—	—	—	—	New“more than $500 million”	—	—
Merchandise average unit retail (AUR)	—	—	—	—	—	New“up approximately 4% to 5%”	—	—
Net square footage	—	New“decline of 1% to flat for the year”	Raised“1% to flat for the year”	Lowered“decrease of approximately 1%”	Reiterated“decrease of approximately 1%”	—	—	—
Planned capital expenditures	—	New“approximately $145 million to $160 million”	Reiterated“approximately $145 to $160 million”	Reiterated“approximately $145 to $160 million”	Reiterated“approximately $145 to $160 million”	—	—	—
Quarterly cash dividend on common shares	—	—	—	—	New“$0.32 per share”	—	—	—
Quarterly cash dividend on common shares	—	—	—	New“$0.32 per share”	—	—	—	—
Quarterly cash dividend on common shares	—	—	New“$0.32 per share”	—	—	—	—	—
Quarterly cash dividend on common shares	—	New“$0.32 per share”	—	—	—	—	—	—
Results relative to range	—	—	—	—	—	New“deliver results in the upper half of our range”	—	—
Sales	—	—	—	—	—	New“$2.34 to $2.35 billion”	—	—
Sales	—	—	—	—	—	New“approximately $6.8 billion”	—	—
Same store sales	—	—	—	—	New“(5%) to +0.5%”	—	—	—
Same store sales	—	New“(2.5%) to +1.5%”	Narrowed“(2.0%) to +1.5%”	Raised“(0.75%) to +1.75%”	Widened“(0.2%) to +1.75%”	—	—	—
Same store sales	—	—	—	New“(1.25%) to +1.25%”	—	—	—	—
Same store sales	—	—	New“(1.5%) to +1.0%”	—	—	—	—	—
Same store sales	—	New“Flat to +2.0%”	—	—	—	—	—	—
For FY2025
Total sales	New“$2.38 billion to $2.46 billion”	—	—	—	—	—	—	—
Total sales	New“$6.74 billion to $6.81 billion”	—	—	—	—	—	—	—
Adjusted diluted EPS	New“$9.62 to $10.08”	—	—	—	—	—	—	—
Adjusted EBITDA	New“$441 million to $471 million”	—	—	—	—	—	—	—
Adjusted EBITDA	New“$715 million to $745 million”	—	—	—	—	—	—	—
Adjusted operating income	New“$397 million to $427 million”	—	—	—	—	—	—	—
Adjusted operating income	New“$540 million to $570 million”	—	—	—	—	—	—	—
Annual tax rate	New“18.0% to 18.5%, excluding potential discrete items”	—	—	—	—	—	—	—
Capital expenditures	New“between $160 to $170 million”	—	—	—	—	—	—	—
Cost savings initiatives	New“$190 to $200 million”	—	—	—	—	—	—	—
Diluted shares (exit the year)	New“approximately 43.5 million diluted shares”	—	—	—	—	—	—	—
Fashion same store sales	New“down low single-digits to approximately flat”	—	—	—	—	—	—	—
Impact to sales from Digital banners	New“Approximately (1.5%)”	—	—	—	—	—	—	—
Net square footage decline	New“approximately 1%”	—	—	—	—	—	—	—
North America engagement units	New“approximately flat excluding Digital banners (James Allen and Blue Nile), or down 5% to low-single digits when included”	—	—	—	—	—	—	—
Quarterly cash dividend on common shares	New“$0.29 per share”	—	—	—	—	—	—	—
Same store sales	New“Flat to 3%”	—	—	—	—	—	—	—
Same store sales	New“(3%) to (2%)”	—	—	—	—	—	—	—
Weighted diluted shares	New“Approximately 46.2 million”	—	—	—	—	—	—	—
No period stated
Adjusted Debt to Adjusted EBITDAR ratio (stated goal)	New“at or below 2.5x”	—	—	—	—	—	—	—
Margin (consumer credit agreement)	—	—	—	—	—	—	—	New“expected to deliver further margin expansion over time”
Accelerated Share Repurchase (ASR) agreement	—	—	—	—	—	—	New“$50 million”	Raised“$125 million”
Net square footage decrease	—	—	—	New“approximately 1%”	Reiterated“approximately 1%”	—	Revised“low single digit”	—
Remaining repurchase authorization	—	—	—	—	—	—	—	New“expansion of the remaining repurchase authorization by approximately $385 million to a total of $700 million”
Share repurchase authorization remaining	—	—	—	—	—	—	New“approximately $355 million”	—
Share repurchase authorization remaining after ASR	—	—	—	—	—	—	—	New“approximately $575 million”
Transition of mall locations to off-mall and the eCommerce channel	—	New“over 10% of mall locations”	—	—	—	—	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.