ZUMZNasdaqRetail-Apparel & Accessory StoresUS GAAP · USD

Zumiez Inc

Zumiez Inc. is a U.S.-based specialty retailer focused on apparel, footwear, accessories, and hardgoods for young men and women drawn to action sports, streetwear, and related youth lifestyles. The company operates through the Zumiez, Blue Tomato, and Fast Times banners, combining physical stores with ecommerce across North America, Europe, and Australia.

Revenue929m USD
+4.5 %y/y
Operating profit (EBIT)17.0m USD
+773.9 %y/y
EBIT margin1.8%
+1.6 ppy/y
Net income13.4m USD
+880.9 %y/y
Free cash flow42.4m USD
+644.5 %y/y

Fiscal year 2026 · change from previous year

Development 2021–2026

-25002505007501,0001,250m USD2021: 991 m USD2021: EBIT 97 m USD20212022: 1,184 m USD2022: EBIT 158 m USD20222023: 958 m USD2023: EBIT 31 m USD20232024: 875 m USD2024: EBIT -65 m USD20242025: 889 m USD2025: EBIT 2.0 m USD20252026: 929 m USD2026: EBIT 17 m USD202692917
RevenueOperating profit (EBIT)

Business

Share of revenue
Apparel35 %

Tops, bottoms, outerwear, and branded clothing sold for youth lifestyle fashion.

Footwear20 %

Sneakers and casual shoes tied to skate, streetwear, and action-sports styles.

Accessories15 %

Bags, hats, socks, jewelry, and other add-on lifestyle items.

Hardgoods20 %

Skate, snowboard, and other equipment-oriented merchandise.

Ecommerce and omnichannel services10 %

Online sales and integrated store-to-digital customer fulfillment.

Customers

Zumiez sells to teenagers and young adults who identify with action sports, streetwear, music, art, and other youth subcultures. Customers buy both fashion and functional merchandise, often using stores and ecommerce together as part of the same shopping journey. The brand also relies on loyalty members and event-driven engagement to deepen repeat purchasing and gather trend feedback.

Youth lifestyle apparel shoppers

Buy branded clothing and accessories for streetwear and self-expression.

Action sports participants

Buy hardgoods and footwear tied to skate, snowboard, and related activities.

Omnichannel youth consumers

Use stores and ecommerce together for discovery, convenience, and fulfillment.

Loyalty and event-engaged customers

Respond to STASH rewards, grassroots events, and community marketing.

Strategy

Zumiez’s strategy centers on combining stores and ecommerce into one customer experience, supported by a distinctive in-store culture and youth-oriented merchandising. The company also emphasizes grassroots marketing, loyalty engagement, and store productivity to stay close to fast-moving trends and maintain relevance with its target audience.

Omnichannel integrationShort term

Customers shop across stores and digital, so channel coordination supports conversion and retention.

Store network optimizationMedium term

The company seeks the right store count and format in each geography to maximize trade-area sales.

Customer engagement and loyaltyShort term

Youth customers respond to community, events, and rewards that strengthen brand affinity.

Trend responsiveness and merchandising relevanceMedium term

Fast-changing fashion cycles require quick assortment updates and close customer feedback loops.

Geography

Q3/2026

Zumiez operates primarily in the United States, with additional store and ecommerce presence in Canada, Europe, and Australia. Its store base is concentrated in North America, while Blue Tomato provides a meaningful European platform and Fast Times extends the brand into Australia. Geography matters because the company’s assortment, store economics, and customer trends can vary by region and banner.

United States78 %
Europe14 %
Canada5.5 %
Australia2.7 %

Share of the revenue the company reports by geography.

Risks

Zumiez is exposed to discretionary spending cycles because its customers buy fashion and lifestyle merchandise that can be delayed when consumer budgets tighten. The business also faces execution risk from inventory, vendor reliability, cybersecurity, and the challenge of keeping assortments aligned with fast-moving trends across multiple regions and banners.

Sorted by severity
LowMediumHighLowMediumHighImpact →Likelihood →Consumer spending slowdown1Trend and inventory mismatch2Cybersecurity and data privacy3Vendor and supply chain disruption4International operating complexity5
Impact is the risk’s severity and likelihood how probable it is over the next few years, both assessed from the company’s reports. Numbers match the list.
  1. Consumer spending slowdownImpact: HighLikelihood: Medium

    The product mix is discretionary and tied to youth fashion and action-sports demand.

    ExposureApparelFootwearAccessoriesHardgoods demand
  2. Trend and inventory mismatchImpact: HighLikelihood: Medium

    Fashion and lifestyle cycles move quickly, so wrong buys can pressure sell-through.

    Exposure: Merchandise planning and markdown risk

  3. Cybersecurity and data privacyImpact: HighLikelihood: Medium

    Retail systems process customer and payment data and are a target for phishing and breaches.

    ExposureEcommerceLoyaltyStore systems
  4. Vendor and supply chain disruptionImpact: MediumLikelihood: Medium

    Smaller vendors may lack liquidity and shipping or input cost volatility can affect supply.

    Exposure: Product availability and gross margin structure

  5. International operating complexityImpact: MediumLikelihood: Low

    Canada, Europe, and Australia introduce local market, tax, and regulatory differences.

    Exposure: Blue Tomato and Fast Times operations

Accounting

Judgemental items
Revenue recognition and return reserves

Net sales are reduced by estimated returns and promotions, so reserve accuracy affects revenue and earnings.

Impact: Point-in-time store sales and shipped ecommerce sales

Gift card breakage

Unredeemed gift cards are recognized over time using historical redemption patterns.

Impact: Deferred revenue and later-period revenue recognition

Merchandise inventory valuation

Fashion inventory can become obsolete quickly, requiring markdown and reserve judgments.

Impact: Gross margin and inventory carrying value

Goodwill and intangible impairment

Acquired banners such as Blue Tomato and Fast Times carry goodwill and tradenames that must be tested.

Impact: Potential noncash impairment charges

Lease accounting

A large store base means operating lease assets and liabilities are material to the balance sheet.

Impact: Reported leverage and fixed-cost structure

Publicly listed companies with a comparable business focus.

Last updated: 24/09/2026