EarningsQ2 2026 Earnings Report
DE:YAAA Q2 2026 EPS Results
Actual EPS€2.47
Consensus EPS€2.47
Beat/MissMissed by -<€0.01
One Year Ago EPS€2.23
DE:YAAA Q2 2026 Revenue Results
Actual Revenue€2.69B
Expected Revenue€2.69B
Beat/MissMissed by -€430.44K
YoY Revenue Growth+2.40%
Earnings Announcement Details
QuarterQ2 2026
Date08/13/2026
TimeBefore Open
Conference CallThursday, August 13, 2026
DE:YAAA Upcoming Earnings
Canadian Tire's next earnings date is estimated for November 12, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:YAAA Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call shows a company delivering solid financial results and tangible strategic progress (EPS +10%, eCommerce +14%, SportChek and Mark's momentum, margin and ROIC improvement, loyalty gains and AI-enabled initiatives) while managing clear near-term headwinds centered on weather-driven CTR softness, inventory phasing, increased bank SG&A and some expected Q3 margin pressures. Management emphasizes discipline, digital harmonization, loyalty expansion and AI tools to drive sustainable growth, suggesting confidence in navigating the challenges.Company Guidance
Earnings Per Share Growth
Diluted normalized EPS of $3.94, up 10% year-over-year, driven by higher Retail IBT, a lower share count and a favorable blended tax rate.
Retail Profitability and ROIC Improvement
Retail IBT up 1.2% to $201 million; normalized Retail EBITDA up 2.2% to $498 million; Retail ROIC improved to 11.1%, +80 basis points year-over-year.
Banner-Level Sales Strength (SportChek & Mark's)
SportChek comparable sales +8% (World Cup fanwear ~50% of growth); Mark's comparable sales +4.2%, with strong industrial footwear, workwear and newer format BBB stores outperforming.
E-commerce Outperformance
E-commerce sales up 14% year-over-year; comp eCommerce sales up 12% overall and +14% at CTR, significantly outpacing bricks-and-mortar growth. Online-only assortment scaled to ~12,000 SKUs.
Margin Management and Pricing Tools
Retail gross margin rate (ex Petroleum) 35.1%, +33 basis points year-over-year; leverage of AI pricing (DaiVID) including >5,000 regular price decreases; continued focus on margin nerve center.
Loyalty and Credit Customer Engagement
Triangle loyalty sales up 3.5%; more than 2 million Triangle members active with partners; credit-card holders who activate offers have baskets ~5% larger; higher eCTM issuance gaining traction.
Financial Services Top-Line Growth and Stability
CT Financial Services GAAR growth +4.2% in the quarter; active accounts and average balances increased; key risk metrics stable (aging 3.3%, net write-off ~7.2%, allowance $935M).
Capital Discipline and Share Buybacks
CapEx guidance revised to $450–$500 million for 2026 reflecting phasing and discipline; ongoing buyback program repurchased $85 million in Q2; 30 store refresh projects completed in H1 with pipeline intact.
DE:YAAA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed