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Shoe Station Group Inc.

SHOE

Consumer Cyclical · 12.71 +3.4% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Shoe Station Group Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

P/E6.8xlatest annual facts
Revenue YoY-5.6%2026-01-31
Operating margin5.9%-1.7 pts YoY
Company+3.4% todayVolume comparison unavailable
Market group0 of 10 activeHealthcare Biotech & Finance · unavailable
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • Merchandise margin fell as promotions and liquidation increased, while the prior year benefited from tariff-related price increases.
  • Operating cash flow rose sharply as inventory and receivables declined, while inventory intensity increased relative to revenue.

Invalidation: The isolated read changes if SHOE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Apparel Retail

No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Merchandise margin fell as promotions and liquidation increased, while the prior year benefited from tariff-related price increases.
  • Operating cash flow rose sharply as inventory and receivables declined, while inventory intensity increased relative to revenue.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations189
Usable filing statements118
Verified relationships0
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -5.6% year over year.
  • Operating margin changed -1.7 percentage points in the latest annual period.
  • Net margin changed -1.5 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

12.71
6m-36.4%12m24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-29$1.3B+36.2%$5.42+0.4%
2023-01-28$1.3B-5.1%$3.96-2.7%
2024-02-03$1.2B-6.8%$2.68-1.5%
2025-02-01$1.2B+2.3%$2.68+0.4%
2026-01-31$1.1B-5.6%$1.90+0.0%

What management says matters

Persistent and emerging business drivers

Tariffs and trade policymixed · 3 filings
The decrease included a 630 basis point decrease in our merchandise margin, primarily reflecting increased promotional activity, liquidation of aged and excess inventory, and the prior-year benefit from raising prices in advance of tariff-related cost increas…
10-Q · Sep 10, 2026
Restructuring and cost reductionspositive · 2 filings
The higher effective tax rate in year-to-date 2026 compared to year-to-date 2025 was impacted by nondeductible CEO severance payments that increased income tax expense by approximately $1.6 million and the impact of other discrete adjustments related to share…
10-Q · Sep 10, 2026
Pricing and mixnegative · 1 filings
The decrease was primarily due to a 2.1% decline in our comparable store Net Sales, which included an approximate 6% decrease in units sold, partially offset by price increases.
10-Q · Jun 5, 2026
Supply chain and availabilitynegative · 1 filings
As a result of our One Banner Strategy, we expect to realize cost savings from reduced dual-brand complexity across merchandising, marketing, systems, supply chain and back office, as well as a reduction in our inventory investment, as Shoe Station’s merchand…
10-Q · Dec 5, 2025

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

12.71+3.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SHOE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SHOE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SHOE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SHOE is currently a Follower in the organic co-movement group Healthcare Biotech & Finance. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for SHOE; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.