# Shoe Station Group Inc. (SHOE)

> Source: Nexqual · https://nexqual.com/SHOE · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Shoe Station Group Inc. (SHOE), nexqual.com/SHOE" · informational, not investment advice.

**Price:** USD 14.22 (+7.56% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 13.22 · day 13.18–14.28 · 52w 10.2–21.61 · market cap $387M · NMS

## Key facts
- Last four reported quarters (through Aug 1, 2026): revenue $1.11B, net income $24.3M (2.2% margin), free cash flow $66.5M (SEC filings).
- Valuation: P/E 15.9x (avg 10.2x at the last 3 fiscal year-ends).
- 1 of 80 tracked superinvestors hold SHOE (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $500K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Hold (mean 2.67 on a 1–5 scale) (3 analysts), mean target USD 15 (range 15–15).
- Total return with dividends: 1Y -23.9% vs S&P 500 +14.9%; 5Y -52.3% vs S&P 500 +80.3%.
- Next earnings: 2026-11-26, EPS estimate USD 0.27, revenue estimate $297M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.33B | $1.26B | $1.18B | $1.20B | $1.14B | $1.11B |
| Gross profit | $527M | $468M | $421M | $429M | $415M | — |
| Operating income | $208M | $146M | $93.5M | $91.2M | $66.8M | $31.1M |
| Net income | $155M | $110M | $73.3M | $73.8M | $52.3M | $24.3M |
| EPS (diluted) | $5.42 | $3.96 | $2.68 | $2.68 | $1.90 | — |
| Free cash flow | $117M | -$26.9M | $66.5M | $69.5M | $26.6M | $66.5M |
| Gross margin | 39.6% | 37.1% | 35.8% | 35.6% | 36.6% | — |
| Operating margin | 15.6% | 11.6% | 8.0% | 7.6% | 5.9% | 2.8% |
| Net margin | 11.6% | 8.7% | 6.2% | 6.1% | 4.6% | 2.2% |
| Revenue growth | +36.2% | -5.1% | -6.8% | +2.3% | -5.6% | — |
| Cash + short-term investments | $132M | $63.0M | $111M | $123M | $131M | — |
Fiscal years end Jan. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Aug 1, 2026)
P/E 15.9x · P/S 0.3x · P/FCF 5.8x · P/B 0.6x · FCF yield 17.22% · Earnings yield 6.29% · Dividend yield (paid, TTM) 4.62%
P/E at fiscal year-ends: Jan 2026 10.0x, Feb 2025 8.3x, Feb 2024 12.2x.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold SHOE. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Tweedy Browne |  | 0.13% | $1.7M | New position |

## Insider purchases (SEC Form 4, open-market, last ~7 months)
1 purchase, $500K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-04-02 | Jackson W Kerry | EVP - CFO | 31,000 | $500K | 16.13 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Hold (mean 2.67 on a 1–5 scale), 3 analysts; mean target USD 15 (low 15, high 15).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -23.9% | -52.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -23.9% | -13.7% |
| Volatility (annualized) | 46.4% | 42.4% |
| Max drawdown | -41.0% (Feb 2026→Sep 2026) | -70.6% (Sep 2024→Sep 2026) |

## Peers (Apparel Retail)
JILL (J. Jill, Inc.) USD 22.85 -2.02% · SFIX (Stitch Fix, Inc.) USD 2.72 +5.63% · CTRN (Citi Trends, Inc.) USD 46 +0.17% · GCO (Genesco Inc.) USD 37.39 +3.20% · CAL (Caleres, Inc.) USD 13.35 +4.95% · REF (Reformation Inc.) USD 15.03 +7.43%

## More
Full page: https://nexqual.com/SHOE · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Company outlook (8-K filed 2026-09-10)

- "The Company's Adjusted EPS, reduction in Adjusted SG&A and Adjusted Tax Rate guidance excludes the $13.6 million of non-recurring pre-tax charges related to its CEO Transition and the Strategic Review recorded during the first quarter of 2026."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-10-31) | $0.27 | $0.50 | -46.0% | $297.1M | 3 |
| Next quarter (ends 2027-01-31) | $0.12 | $0.40 | -69.6% | $256.6M | 2 |
| Current fiscal year (ends 2027-01-31) | $0.84 | $1.50 | -43.7% | $1.11B | 3 |
| Next fiscal year (ends 2028-01-31) | $1.44 | $1.84 | -22.1% | $1.13B | 3 |