earnings
confidence high
sentiment positive
materiality 0.85
Signet holiday sales $2.4B (+30.4% YoY); raises FY guidance, expands buyback $500M
SIGNET JEWELERS LTD
- Holiday season revenue $2.4B, up 30.4% YoY; same-store sales +25.2%; eCommerce up $52.1M, brick & mortar up $499.9M.
- North America revenue $2.2B (+30.2% YoY); International revenue $144M (+30.5% YoY).
- Raised Q4 revenue guidance to $2.77B (from $2.40–2.48B); full-year revenue guidance to $7.78B (from $7.41–7.49B).
- Non-GAAP operating income guidance raised: Q4 to $388M, full year to $885M (from $280–317M and $777–814M).
- Expanded share repurchase authorization by $500M; intends to enter $250M accelerated buyback.