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Academy Sports And Outdoors, Inc. (ASO) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Academy Sports reported Q4 2025 earnings missing expectations, with EPS at $1.97 (8¢ below estimates) and revenue at $1.72B (2.48% YoY growth, $36M under projections). CEO Steven Lawrence and CFO Earl Ford addressed investors on March 17, 2026, highlighting persistent macroeconomic challenges impacting consumer spending in the sporting goods sector. Management emphasized forward-looking risks, citing inflation, supply chain disruptions, and competitive pressures as key factors that could further strain financial performance in 2026. Analysts from JPMorgan, Morgan Stanley, and Goldman Sachs questioned growth strategies, pressing for clarity on cost-cutting measures and inventory management amid declining margins. The company reiterated no obligation to update projections, pointing to regulatory filings for detailed risk factors, while non-GAAP reconciliations were provided in the earnings release.
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SA Transcripts159.04K FollowersFollow5ShareSaveCommentsQ4: 2026-03-17 Earnings SummaryPlay CallPlay CallSlidesPR10-KEPS of $1.97 misses by $0.08 | Revenue of $1.72B (2.48% Y/Y) misses by $36.05M Academy Sports and Outdoors, Inc. (ASO) Q4 2025 Earnings Call March 17, 2026 10:00 AM EDT Company Participants Dan Aldridge - Vice President of Investor RelationsSteven Lawrence - CEO & DirectorEarl Ford - Executive VP & CFO Conference Call Participants Christopher Horvers - JPMorgan Chase & Co, Research DivisionSimeon Gutman - Morgan Stanley, Research DivisionJohn Heinbockel - Guggenheim Securities, LLC, Research DivisionBrian Nagel - Oppenheimer & Co. Inc., Research DivisionMichael Lasser - UBS Investment Bank, Research DivisionKatharine McShane - Goldman Sachs Group, Inc., Research DivisionJonathan Matuszewski - Jefferies LLC, Research DivisionAnthony Chukumba - Loop Capital Markets LLC, Research Division Presentation Operator Good morning, and welcome to the Academy Sports and Outdoors Fourth Quarter Fiscal 2025 Results Conference Call. The call is being recorded. [Operator Instructions] I would now like to turn the call over to Dan Aldridge, Vice President, Investor Relations for Academy Sports and Outdoors. Dan AldridgeVice President of Investor Relations Good morning, everyone, and thank you for joining the Academy Sports and Outdoors Fourth Quarter and Fiscal Year 2025 Financial Results Call. Participating on today's call are Steve Lawrence, Chief Executive Officer; and Carl Ford, Chief Financial Officer. As a reminder, today's earnings release and the comments made by management during this call include forward-looking statements. These statements are subject to risks and uncertainties that could cause our actual results to differ materially from our expectations and projections. These risks and uncertainties include, but are not limited to, the factors identified in the earnings release and in our most recent 10-K and 10-Q filings. The company undertakes no obligation to revise any forward-looking statements. Today's remarks also refer to certain non-GAAP financial measures. Reconciliations to the most comparable GAAP measures are included in today's earnings release, which is available at investors.academy.com. This morning, we will review

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