Citi Trends (CTRN) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, March 17, 2026 astatine 9:14 AM CDT 32 min read

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Tuesday, March 17, 2026 astatine 9 a.m. ET

• Executive Chairman — Kenneth Seipel

• Chief Financial Officer — Heather Plutino

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Kenneth Seipel: Well, bully morning, everyone, and convey you for joining america contiguous connected our 4th fourth and afloat twelvemonth fiscal 2025 net call. I americium arrogant to study that our 4th fourth show caps an exceptional twelvemonth of translation astatine Citi Trends, Inc. The advancement we delivered successful 2025 truly reflects the disciplined execution crossed the enactment and a renewed absorption connected serving our lawsuit with style, value, and authenticity. Our squad has worked incredibly hard this twelvemonth to fortify the instauration of this business. As a result, we are entering 2026 with increasing momentum, a wide strategical direction, and accrued assurance successful our semipermanent maturation trajectory. Let maine statesman archetypal with our 4th fourth results.

Citi Trends, Inc. delivered an 8.9% comparable store income maturation successful Q4, representing a 15.3% maturation connected a two-year ground and marking our sixth consecutive 4th of affirmative comparable sales. And successful the quarter, I americium besides pleased to study that we achieved EBITDA of $11,900,000,000, which is simply a 67% summation implicit Q4 of the anterior year. What is peculiarly encouraging astir our 4th fourth show is the broad-based quality of the growth. We saw spot crossed each store measurement tiers, each geographic regions, and some apparel and non-apparel categories. Customer postulation drove the bulk of our growth.

Transaction counts grew mid to precocious azygous digits during the quarter; we besides saw continued betterment successful our handbasket size, demonstrating that our merchandising strategy is resonating. More customers sojourn our stores, and erstwhile inside, they proceed to respond to our improving merchandise assortment and our worth proposition. Our customers are telling america erstwhile we present compelling product, astatine large value, they amusement up and they purchase. Encouragingly, that momentum has continued into fiscal 2026. Quarter-to-date, Q1 comparable store income are trending successful the precocious azygous digits supported by accrued postulation and handbasket size during this important taxation refund season.

In Q4, Children’s erstwhile again delivered an outstanding quarter, posting precocious single-digit maturation and extending consistency and momentum for the year. This concern has go a cornerstone of our institution and is simply a exemplary of disciplined execution. The squad continues to present highly desired styles, accordant value, and improved in-stock positions. As we refine our merchandising strategies successful Children’s, the class continues to fortify and remains 1 of our astir reliable postulation drivers. Men’s besides posted different coagulated 4th of growth. Our updated strategy balances trend-forward merchandise for younger customers portion serving the dependable preferences of our halfway antheral customer, bully values, and improved in-stocks.