couter

BKEThe Buckle, Inc.

Consumer DiscretionaryApparel Retail

The Buckle, Inc. sells mid-tier apparel and accessories to value-conscious consumers, with a focus on seasonal and clearance items. The next catalyst is Dec 3, 2026 — Black Friday Sales Performance & Cyber Week Readout, which will test the company’s ability to convert holiday traffic into revenue amid a weak retail environment.

  • Revenue grew 6.6% YoY to $1.24B in the latest 10-Q, with net income at $185M and free cash flow of $256.5M.
  • Net margin stands at 15.0%, with diluted EPS of $0.87 and shareholders’ equity of $424.64M.
  • The company has a strong cash position and a history of beating earnings, though recent performance has been mixed.

The Read

9% on Q4 2025 earnings and positive holiday sales data but remained flat after a mixed Black Friday performance and litigation settlement, despite a strong Q1 earnings beat.
Dec 3, 2026 — Black Friday Sales Performance & Cyber Week Readout
Chart by TradingView

The schedule

  • Thu3Dec

    Initial holiday season read-through anchored at a $46.50 base.

  • Thu7Jan

    Full holiday quarter sales evaluation starting from a $48.50 base.

  • Tue9Feb

    Critical Q4 print and forward-looking FY 2027 guidance anchored at $51.00.

  • Tue11May

    First quarter results examining supply chain dynamics and margin impact from a $47.00 base.

  • Tue10Aug

    Mid-year operational review evaluating summer sell-through starting from a $44.00 base.

  • Tue9Nov

Past

  • Thu3Sep

    Actual outcome: Bear · $41.99 at outcome

    The stock fell 3.2% following the Back-to-School sales readout, missing expectations and failing to meet the bear floor. The results indicated underperformance in key sales channels, with weaker-than-expected fall assortment demand, which dampened investor sentiment and led to the decline.

    The Buckle's Back-to-School sales evaluation originating from a $42.19 base price.

  • Wed1Jul

    Q3 2026 financial results focusing on operating leverage and revenue growth from a $44.00 anchor.

  • Fri29May

    Actual outcome: Bear · $43.32 at outcome

    The Buckle, Inc. reported a first-quarter net income, beating EPS by 25%, but the settlement impact obscured the true margin story. The stock fell materially due to the settlement concerns, which overshadowed the earnings beat, leading to a bearish price reaction.

  • Wed1Apr

    Actual outcome: Bull · $50.15 at outcome

    Buckle met Q4 earnings expectations with an EPS of $1.60 and reported steady net income for the full fiscal year 2025. The stock reached and maintained a position above the $50.00 bull target as investors reacted positively to the holiday quarter results and February sales data, which signaled continued operational stability despite a major fund exit earlier in the month.

  • Sat31Jan

    Actual outcome: Bull · $50.13 at outcome

    Buckle reported better-than-expected January sales and delivered a positive read-through for the holiday season, demonstrating resilient consumer demand. The strong top-line performance and healthy inventory positioning reassured investors about the company's near-term outlook, driving the stock higher.