Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
The Buckle, Inc. (BKE)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-11-04
$44.37-7.33%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
4.15 → 4.15 EPS · FY ending Jan 31, 2028 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BKE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain consistent quarterly dividend of $0.35 per share | The company pays a steady $0.35 quarterly dividend. | Intact | dividend cut or suspension | Required source inputs unavailable Cannot calculate Dividend per share from the available matching source inputs. Missing inputs are not treated as zero. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
BKE is a steady-growth retailer rather than a turnaround story, with recent results supporting a mildly favorable multi-year view. The thesis is intact this week, though overall evidence is mixed to neutral and confidence is medium.
The valuation evidence is mixed: BKE is marked cheap versus peers, but also carries a peer premium in the valuation data. Expectations appear broadly justified, with low signs of fragility rather than a clear case that the market is assuming unusually strong execution.
Near term, comparable-store sales growth has been consistent: Q2 2026 sales rose 4.6%, while comparable-store sales increased 2.1%; online sales rose a more modest 2.3%. Management is on track with store growth and its dividend commitment, while online growth is mixed; the next call’s guidance is a key risk, despite a low estimated miss risk and a past deep miss.
Over the next few quarters, the thesis depends on continued comparable-store growth and whether online sales regain stronger momentum. A guidance cut would weaken the near-term setup, while continued earnings strength and higher guidance from sector bellwethers such as TJX, ROST, and BURL would support the sector backdrop; misses or lower guidance from those peers could remove that support.
For the 1-to-3-year view, BKE’s steady store growth keeps the thesis intact, but online progress and upcoming guidance remain important checks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The Buckle grows sales about 6% a year, helped by 7% store sales gains. |
| Intact |
| comparable store sales growth falls below 4% YoY next year |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “Comparable store net sales for the 13-week fiscal quarter ended August 1, 2026 increased 2.1 percent from comparable store net sales for the prior year 13-week period ended August 2, 2025.” “Comparable store net sales for the 13-week period ended January 31, 2026 increased 3.9 percent from comparable store net sales for the prior year 13-week period ended February 1, 2025.” Delivery assessment Nov 4, 2026 |
Enhance online sales growth | Online sales rise 6%, adding growth. | Under Pressure | online sales growth falls below 5% YoY next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “Online sales increased 2.3 percent to $44.6 million for the 13-week fiscal quarter ended August 1, 2026, compared to net sales of $43.6 million for the 13-week fiscal quarter ended August 2, 2025.” “Online sales increased 6.4 percent to $74.2 million for the 13-week period ended January 31, 2026, compared to net sales of $69.7 million for the 13-week period ended February 1, 2025.” Delivery assessment Nov 4, 2026 |
Maintain profit margins near current levels | Profit margins stay stable with a low price-to-earnings ratio near 10. | Intact | profit margin falls significantly below 12% next year | Operating margin: 17.45% FY2026-Q2; GAAP. Published target: profit margin near current levels (~15%). Target period is not explicitly aligned with this observation. Sep 10, 202617.448158 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$4.20 → $4.15 · observed estimates
$1.41B → $1.42B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-07-25 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-07-26 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-07-27 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-07-28 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-07-29 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-07-30 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-07-31 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-01 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-02 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-03 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-04 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-05 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-06 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-07 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-08 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-09 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-10 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-11 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-12 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-13 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-14 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-15 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-16 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-17 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-18 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-19 | $4.20 | $1,414,065,506 | 1 / 1 |
| 2026-08-20 | $4.15 | $1,409,131,044 | 1 / 1 |
| 2026-08-21 | $4.15 | $1,409,131,044 | 1 / 1 |
| 2026-08-22 | $4.15 | $1,409,131,044 | 1 / 1 |
| 2026-08-23 | $4.15 | $1,409,131,044 | 1 / 1 |
| 2026-08-24 | $4.15 | $1,409,131,044 | 1 / 1 |
| 2026-08-25 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-08-26 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-08-27 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-08-28 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-08-29 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-08-30 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-08-31 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-01 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-02 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-03 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-04 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-05 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-06 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-07 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-08 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-09 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-10 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-11 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-12 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-13 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-14 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-15 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-16 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-17 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-18 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-19 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-20 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-21 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-22 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-23 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-24 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-25 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-26 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-27 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-28 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-29 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-09-30 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-01 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-02 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-03 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-04 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-05 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-06 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-07 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-08 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-09 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-10 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-11 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-12 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-13 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-14 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-15 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-16 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-17 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-18 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-19 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-20 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-21 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-22 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-23 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-24 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-25 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-26 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-27 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-28 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-29 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-30 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-10-31 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-11-01 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-11-02 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-11-03 | $4.15 | $1,423,072,870 | 1 / 1 |
| 2026-11-04 | $4.15 | $1,423,072,870 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Nov 20, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.