The earnings call reflected a strong Q1 performance with significant growth in EPS and retail sales, driven by strategic initiatives and effective inventory management. However, challenges such as a potentially uncertain retail environment and anticipated cost increases from transformation initiatives indicate a balanced outlook.
Company Guidance
In the recent Canadian Tire Corporation earnings call, the company reported a strong Q1 2025 performance, with a notable increase in consolidated EPS to $2.18, up sharply from the previous year. This was driven by a 4.7% increase in comparable sales and a retail gross margin, excluding petroleum, of 36.1%, an improvement of 19 basis points year-over-year. The company also highlighted the positive momentum in its Triangle loyalty program, with loyalty penetration on a rolling 12-month basis at 54.5%. Despite uncertainties in the retail environment, Canadian Tire has effectively managed the potential impacts of retaliatory tariffs, with only 15% of its COGS tied to U.S. goods. The company also reported a 4% increase in inventory, aligning with their growth plans, and a normalized retail EBITDA increase of almost 13%. These results underscore Canadian Tire's strategic focus on growth and efficiency, as well as its commitment to delivering value through its True North transformation strategy.
Strong Q1 Performance
Canadian Tire Corporation reported a strong Q1 with a consolidated EPS of $2.18, a significant increase compared to the previous year, driven by sales growth and effective margin management.
Retail Segment Growth
The Retail segment saw a normalized EBITDA increase of almost 13%, reaching $334 million. Comparable sales were up 4.7%, with SportChek sales increasing by 6.3%.
Loyalty Engagement
Triangle loyalty program showed notable momentum with a penetration rate of 54.5% on a rolling 12-month basis. New partnerships with RBC and WestJet were announced, expected to enhance member benefits and data-driven personalization.
Inventory Management
Inventory at CTR was up 4% year-over-year, aligning with growth expectations in automotive and seasonal categories, with dealer inventory down 2% due to strong winter sell-through.
Canadian Tire (TSE:CTC) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
TSE:CTC Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 08, 2025
C$218.50
C$218.55
+0.02%
Feb 13, 2025
C$226.12
C$222.15
-1.75%
Nov 07, 2024
C$216.49
C$224.37
+3.64%
Aug 08, 2024
C$197.27
C$204.53
+3.68%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Canadian Tire Corp (TSE:CTC) report earnings?
Canadian Tire Corp (TSE:CTC) is schdueled to report earning on Aug 07, 2025, TBA Not Confirmed.
What is Canadian Tire Corp (TSE:CTC) earnings time?
Canadian Tire Corp (TSE:CTC) earnings time is at Aug 07, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.