SHARPE
Reported results
- Net sales of $1,214.6 million increased 3.0% from $1,179.5 million in the third quarter of fiscal 2025.
- Comparable store sales decreased 1.4%.
- Operating income of $78.0 million increased 8.3% from $72.0 million in the third quarter of fiscal 2025.
- GAAP net income of $64.8 million increased 13.2% from $57.3 million in the third quarter of fiscal 2025.
- GAAP diluted EPS of $0.61 increased 15.1% from $0.53 in the third quarter of fiscal 2025.
- Non-GAAP Adjusted EBITDA of $149.1 million increased 7.4% from $138.8 million in the third quarter of fiscal 2025.
Guidance
- Fiscal 2026 net sales of approximately $4,765 million to $4,835 million
- Fiscal 2026 comparable store sales of approximately (3.5)% to (2.0)%
- Fiscal 2026 diluted EPS of approximately $2.19 to $2.29
- Fiscal 2026 non-GAAP Adjusted diluted EPS of approximately $1.88 to $1.98
- Fiscal 2026 non-GAAP Adjusted EBITDA of approximately $535 million to $550 million
- Fiscal 2026 capital expenditures of approximately $235 million to $250 million
Price and volatility reaction
The stock moved -5.5% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved +0.5 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 50.34 | 2026-10-29 |
| Close after release | 47.59 | 2026-10-30 |
| Realised move | -5.5% | close to close |
| 30d ATM IV change | +0.5 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.