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캐나다 타이어, 2025회계연도 매출 5% 증가 및 로열티 성장 강조

Canadian Tire Q4 Earnings Call Highlights

2026.02.24 17:12 번역됨
AI 감성 분석
롱 (매수 신호)
롱 72%숏 28%

캐나다 타이어의 분기 실적 발표에서 EPS가 전년 동기 대비 38% 증가한 점과 함께 전체 실적도 호조를 보이고 있어 단기적으로 주가 상승 가능성이 높습니다.

핵심 요약

캐나다 타이어는 2025회계연도 매출 5% 증가, 주당순이익 19% 상승으로 마감했습니다.

핵심요약

  • 2025회계연도 매출 및 수익이 5% 증가, 수익성은 14% 향상, 주당 순이익은 19% 증가해 CAD 13.77
  • Triangle Rewards 활성 등록 회원 6% 증가해 9.8백만 명, 약 CAD 300만 백만 원의 추가 매출 창출
  • 4분기 기준 정상화된 세전순이익 33% 성장, 정상화된 주당순이익 전년 동기 대비 38% 증가해 CAD 4.47
  • CTR 매출 2.7% 증가, Sport Chek 매출 9.5% 증가

도입

캐나다 타이어의 2025회계연도 실적은 'True North' 전략의 성공적인 실행과 로열티 프로그램의 효과를 보여주는 중요한 지표입니다. 특히, 로열티 프로그램의 성장과 함께 매출 증가 및 수익성 향상이 동시에 이루어졌다는 점이 시장과 투자자에게 주목할 만한 부분입니다.

본문 1: 로열티 프로그램의 성장과 매출 증가

Triangle Rewards 활성 등록 회원이 6% 증가해 9.8백만 명에 달하며, 약 CAD 300만 백만 원의 추가 매출을 창출했습니다. 이는 회원들이 개인화된 오퍼를 적극적으로 활용하고 있다는 것을 의미하며, 로열티 프로그램의 효과가 매출 증가로 직접 연결되고 있음을 보여줍니다. 특히, Hicks CEO는 로열티와 비로열티 매출의 분리 현상이 나타나고 있다고 강조하며, 회원들이 로열티 프로그램에서 실질적인 가치를 얻고 있음을 시사했습니다.

본문 2: 4분기 실적과 추가 주간 영향

4분기 기준 정상화된 세전순이익은 33% 성장했으며, 정상화된 주당순이익은 전년 동기 대비 38% 증가해 CAD 4.47이 되었습니다. Myers CFO는 53번째 주가 약 CAD 287만 백만 원의 추가 매출과 약 CAD 40만 백만 원의 세전순이익을 창출했다고 설명했습니다. 이는 추가 주간이 유익한 기후 조건과 성공적인 프로모션으로 인해 매출 증가로 이어졌음을 보여줍니다. 또한, 모든 배너와 지역에서 매출이 증가한 것은 회사의 포트폴리오가 다양한 시장 조건에서도 안정적인 성장을 이루고 있음을 나타냅니다.

본문 3: 배너별 성과 분석

CTR 매출은 2.7% 증가했으며, 계절성 및 정원 관련 제품이 두 자리 수 성장세를 보였습니다. 특히, 겨울의 조기 시작으로 눈 제거기, 삽, 얼음 녹이는 제품 등 관련 제품의 매출이 증가했습니다. 또한, 자동차 부문은 22번째 연속 분기 매출 증가를 기록하며, 배터리, 와이퍼, 타이어 등 제품의 수요가 높았습니다. Sport Chek 매출은 9.5% 증가했으며, 블루 제이스 포스트시즌과 월드컵 예선 기간 동안 팬 기어 수요가 증가한 것이 주요 원인입니다.

결론

캐나다 타이어는 2025회계연도 실적으로 'True North' 전략의 성공적인 실행과 로열티 프로그램의 효과를 입증했습니다. 향후에도 로열티 프로그램의 확대와 다양한 배너의 안정적인 성장이 지속될 가능성이 높으며, 이는 회사의 지속 가능한 성장을 위한 중요한 기반이 될 것입니다. 특히, 계절성 제품과 이벤트 중심의 마케팅 전략이 매출 증가에 기여하고 있음을 고려할 때, 향후 기후 조건과 주요 스포츠 이벤트에 대한 주목이 필요할 것입니다.


원문 링크: https://www.marketbeat.com/instant-alerts/canadian-tire-q4-earnings-call-highlights-2026-02-24/?utm_source=yahoofinance&utm_medium=yahoofinance&.tsrc=rss

Original Article

Canadian Tire Q4 Earnings Call Highlights

Canadian Tire TSE: CTC executives pointed to a strong finish to fiscal 2025 and said the company is carrying momentum into 2026 as it continues to execute its “True North” strategy, emphasizing both performance and transformation. Management also reminded listeners that results discussed were largely on a normalized continuing-operations basis, with Helly Hansen presented as discontinued operations following its sale on May 31, 2025. Get Canadian Tire alerts: Sign Up Full-year results and loyalty-driven growth President and CEO Greg Hicks said fiscal-year retail sales and revenue increased 5%, profitability rose 14%, and earnings per share increased 19% to CAD 13.77 . He noted the results benefited from an extra week of retail operations in 2025 versus 2024, but said annual comparable retail sales were up 4% , with comparable sales exceeding 4% in three of four quarters. Hicks said all banners contributed, citing Sport Chek up 6% for the year and both Mark’s and Canadian Tire Retail (CTR) up close to 4%. Loyalty was a central theme. Triangle Rewards active registered members grew 6% to 9.8 million , and Hicks said increased uptake on personalized offers drove about CAD 300 million in incremental sales. In Q&A, management also highlighted an increasing “separation” between loyalty and non-loyalty sales, which Hicks described as evidence that members are seeking and receiving value. Fourth-quarter performance and the extra week impact Executive Vice President and CFO Darren Myers said Q4 was “an exceptionally strong finish,” with strong retail performance, lower finance costs, and stable financial services results helping drive 33% growth in normalized income before taxes (IBT) . Normalized EPS increased 38% year-over-year to CAD 4.47 , supported by improved retail profitability and share repurchases. Myers quantified the impact of the 53rd retail week, estimating it generated CAD 287 million of retail sales (excluding petroleum) and approximately CAD 40 million of IBT in 2025. He said the extra week benefited from favorable weather-related demand. On an underlying 13-week basis, Myers said comparable sales grew 4.2% , with all banners and regions posting growth. Contributors included strong in-stock positions to meet weather-driven demand, successful Black Friday promotions, and a meaningful contribution from loyalty sales tied to increased engagement and more active members. Banner highlights: weather, events, and category strength Management highlighted strength across the portfolio in Q4: CTR : Comparable sales grew 2.7% . Seasonal and Garden posted double-digit growth, supported by an early start to winter that pulled forward sales in categories such as snowblowers, shovels, and ice melt. Automotive posted its 22nd consecutive quarter of growth , driven by batteries, wipers, and tires. Sport Chek : Comparable sales rose 9.5% . Myers cited fan gear demand tied to the Blue Jays postseason run and an early lead-up to the World Cup, plus strong outerwear performance supported by favorable weather. Hicks later said the Blue Jays impact represented about “1.5” of comp benefit for Sport Chek, while events such as the Olympics and World Cup could help sustain momentum. Mark’s : Comparable sales increased 7.2% , led by workwear and industrial footwear. Management also pointed to traffic gains at Bigger, Better, Bolder (BBB) stores, record Black Friday and e-commerce sales supported by Triangle promotional tools, and the contribution of the first BBB store in Quebec. In Q&A, management said CTR’s growth was widespread, with “almost 90%” of categories growing in the quarter. Hicks also pointed to a continued gap between essentials and discretionary items at CTR (essentials up 4.7% versus discretionary up 1.6%) and described CTR’s Living division as an area of underperformance relative to other divisions due to lower “newness and innovation” from suppliers. Margins, costs, inventory, and financial services trends Myers said normalized retail gross margin rate (excluding petroleum) increased 118 basis points to 35.4% , with CTR and Sport Chek benefiting from mix dynamics and lower promotional intensity in the prior year. He also cited ongoing benefits from the company’s “David” implementation and improved margin sharing with dealers at CTR. SG&A rate as a percentage of revenue (excluding petroleum) improved 40 basis points , with Myers attributing that to operating discipline and higher revenue. He said the company realized CAD 30 million in restructuring savings in the quarter and noted higher vacancies partially offset costs tied to higher volumes, True North IT investments, real estate expenses, and variable compensation. Normalized retail EBITDA rose 19% to CAD 557 million , and normalized retail IBT increased 49% to CAD 242 million . Corporate inventory ended the quarter up 8% , driven primarily by CTR and Sport Chek, while dealer inventory at CTR was up 5% . In financial services, Myers said 2025 was “a year of investment” to position the bank for long-term growth and resilience. Q4 credit card sales increased 3.9% , gross average receivables (GAR) grew 2.5% , and eCTM issuance to cardholders increased more than 12% to CAD 329 million over 2025. CTFS gross margin dollars increased 11% , and normalized IBT rose 3% . Risk metrics were described as stable, with PD2+ ending at 3.5% and the net write-off rate at 7.2% . 2026 outlook: store refreshes, AI initiatives, partnerships, and capital allocation Management said Q1 2026 was off to a good start, helped by winter weather demand in late January and February, while cautioning that the company is cycling favorable weather and strong March demand from the prior year. Myers also said the company will be cycling “tough weather comps” and “strong patriotic purchasing” from the first half of 2025. On profitability, Myers said a 35%+ retail gross margin rate remains a long-term anchor, adding that the company has “added the plus” versus prior commentary. He said rolling out “David” to Sport Chek and Mark’s in late 2026, along with continued optimization at CTR, is expected to help underpin gross margin over time, while acknowledging quarter-to-quarter variation. Hicks outlined continued investment in store concepts and refreshes, noting 52 were completed last year and approximately 70 are planned for 2026. He said e-commerce is growing at about twice the rate of brick-and-mortar and pointed to initiatives such as faster fulfillment, easier transactions, contextual AI search, and same-day delivery, which he said is generating strong NPS scores. He also said the company adjusted “tens of thousands of prices” based on deeper insights, and by Q4, consumer price value perception improvements were “industry-leading,” with regular pricing perception up 15 points year-over-year. Partnerships were positioned as a key lever for Triangle “velocity.” Hicks said more than 600,000 members have linked Triangle and Petro-Points and that those customers are spending about 10% more than similar, less engaged members. In Q&A, he said RBC “came out of the gates quickly,” citing 150,000 linked members, and noted functionality to convert Avion points to eCTM is expected by spring. He also said WestJet and Tim’s are “on the horizon,” while emphasizing the company is focusing on a limited number of strategic verticals rather than building a broad coalition. Hicks also described a new AI initiative with Microsoft—an “AI intelligence engine” called Mosaic —designed to match the company’s retail system to “moments of Canadian life.” He said a pilot using an LLM surfaced more than a thousand “occasions,” and the company expects to begin commercializing the approach in the back half of 2026 . On capital allocation, Myers said return on invested capital improved to 11% in 2025. Operating CapEx was CAD 502 million , below the company’s range due to project discipline and timing, and he guided to CAD 500 million to CAD 550 million in CapEx for 2026. The company repurchased over CAD 440 million of shares in 2025, reducing share count by about 5% . Hicks reiterated the company’s longer-term True North conviction— annual retail sales growth of 3% to 5% with earnings growing faster than sales —while stressing it is not near-term guidance and can be influenced by factors including geopolitics, economics, and weather. Canadian Tire said it will provide its next update with Q1 results at its AGM on May 14 . About Canadian Tire TSE: CTC Canadian Tire Corporation, Limited, TSX: CTC.A TSX: CTC or 'CTC', is a group of companies that includes a Retail segment, a Financial Services division and CT REIT. Our retail business is led by Canadian Tire, which was founded in 1922 and provides Canadians with products for life in Canada across its Living, Playing, Fixing, Automotive and Seasonal & Gardening divisions. Party City, PartSource and Gas+ are key parts of the Canadian Tire network. The Retail segment also includes Mark's, a leading source for casual and industrial wear; Pro Hockey Life, a hockey specialty store catering to elite players; and SportChek, Hockey Experts, Sports Experts and Atmosphere, which offer the best active wear brands. Further Reading Five stocks we like better than Canadian Tire Elon Musk already made me a “wealthy man” Elon’s Secret AI Partner? Elon Musk: This Could Turn $100 into $100,000 Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why REVEALED: Something Big Happening Behind White House Doors This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com. Should You Invest $1,000 in Canadian Tire Right Now? Before you consider Canadian Tire, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Canadian Tire wasn't on the list. While Canadian Tire currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Metaverse Stocks And Why You Can't Ignore Them Thinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment. Get This Free Report

President and CEO Greg Hicks said fiscal-year retail sales and revenue increased 5%, profitability rose 14%, and earnings per share increased 19% to CAD 13.77 . He noted the results benefited from an extra week of retail operations in 2025 versus 2024, but said annual comparable retail sales were up 4% , with comparable sales exceeding 4% in three of four quarters.

Hicks said all banners contributed, citing Sport Chek up 6% for the year and both Mark’s and Canadian Tire Retail (CTR) up close to 4%.

Loyalty was a central theme. Triangle Rewards active registered members grew 6% to 9.8 million , and Hicks said increased uptake on personalized offers drove about CAD 300 million in incremental sales. In Q&A, management also highlighted an increasing “separation” between loyalty and non-loyalty sales, which Hicks described as evidence that members are seeking and receiving value. Fourth-quarter performance and the extra week impact Executive Vice President and CFO Darren Myers said Q4 was “an exceptionally strong finish,” with strong retail performance, lower finance costs, and stable financial services results helping drive 33% growth in normalized income before taxes (IBT) . Normalized EPS increased 38% year-over-year to CAD 4.47 , supported by improved retail profitability and share repurchases. Myers quantified the impact of the 53rd retail week, estimating it generated CAD 287 million of retail sales (excluding petroleum) and approximately CAD 40 million of IBT in 2025. He said the extra week benefited from favorable weather-related demand. On an underlying 13-week basis, Myers said comparable sales grew 4.2% , with all banners and regions posting growth. Contributors included strong in-stock positions to meet weather-driven demand, successful Black Friday promotions, and a meaningful contribution from loyalty sales tied to increased engagement and more active members. Banner highlights: weather, events, and category strength Management highlighted strength across the portfolio in Q4: CTR : Comparable sales grew 2.7% . Seasonal and Garden posted double-digit growth, supported by an early start to winter that pulled forward sales in categories such as snowblowers, shovels, and ice melt. Automotive posted its 22nd consecutive quarter of growth , driven by batteries, wipers, and tires. Sport Chek : Comparable sales rose 9.5% . Myers cited fan gear demand tied to the Blue Jays postseason run and an early lead-up to the World Cup, plus strong outerwear performance supported by favorable weather. Hicks later said the Blue Jays impact represented about “1.5” of comp benefit for Sport Chek, while events such as the Olympics and World Cup could help sustain momentum. Mark’s : Comparable sales increased 7.2% , led by workwear and industrial footwear. Management also pointed to traffic gains at Bigger, Better, Bolder (BBB) stores, record Black Friday and e-commerce sales supported by Triangle promotional tools, and the contribution of the first BBB store in Quebec. In Q&A, management said CTR’s growth was widespread, with “almost 90%” of categories growing in the quarter. Hicks also pointed to a continued gap between essentials and discretionary items at CTR (essentials up 4.7% versus discretionary up 1.6%) and described CTR’s Living division as an area of underperformance relative to other divisions due to lower “newness and innovation” from suppliers. Margins, costs, inventory, and financial services trends Myers said normalized retail gross margin rate (excluding petroleum) increased 118 basis points to 35.4% , with CTR and Sport Chek benefiting from mix dynamics and lower promotional intensity in the prior year. He also cited ongoing benefits from the company’s “David” implementation and improved margin sharing with dealers at CTR. SG&A rate as a percentage of revenue (excluding petroleum) improved 40 basis points , with Myers attributing that to operating discipline and higher revenue. He said the company realized CAD 30 million in restructuring savings in the quarter and noted higher vacancies partially offset costs tied to higher volumes, True North IT investments, real estate expenses, and variable compensation. Normalized retail EBITDA rose 19% to CAD 557 million , and normalized retail IBT increased 49% to CAD 242 million . Corporate inventory ended the quarter up 8% , driven primarily by CTR and Sport Chek, while dealer inventory at CTR was up 5% . In financial services, Myers said 2025 was “a year of investment” to position the bank for long-term growth and resilience. Q4 credit card sales increased 3.9% , gross average receivables (GAR) grew 2.5% , and eCTM issuance to cardholders increased more than 12% to CAD 329 million over 2025. CTFS gross margin dollars increased 11% , and normalized IBT rose 3% . Risk metrics were described as stable, with PD2+ ending at 3.5% and the net write-off rate at 7.2% . 2026 outlook: store refreshes, AI initiatives, partnerships, and capital allocation Management said Q1 2026 was off to a good start, helped by winter weather demand in late January and February, while cautioning that the company is cycling favorable weather and strong March demand from the prior year. Myers also said the company will be cycling “tough weather comps” and “strong patriotic purchasing” from the first half of 2025. On profitability, Myers said a 35%+ retail gross margin rate remains a long-term anchor, adding that the company has “added the plus” versus prior commentary. He said rolling out “David” to Sport Chek and Mark’s in late 2026, along with continued optimization at CTR, is expected to help underpin gross margin over time, while acknowledging quarter-to-quarter variation. Hicks outlined continued investment in store concepts and refreshes, noting 52 were completed last year and approximately 70 are planned for 2026. He said e-commerce is growing at about twice the rate of brick-and-mortar and pointed to initiatives such as faster fulfillment, easier transactions, contextual AI search, and same-day delivery, which he said is generating strong NPS scores. He also said the company adjusted “tens of thousands of prices” based on deeper insights, and by Q4, consumer price value perception improvements were “industry-leading,” with regular pricing perception up 15 points year-over-year. Partnerships were positioned as a key lever for Triangle “velocity.” Hicks said more than 600,000 members have linked Triangle and Petro-Points and that those customers are spending about 10% more than similar, less engaged members. In Q&A, he said RBC “came out of the gates quickly,” citing 150,000 linked members, and noted functionality to convert Avion points to eCTM is expected by spring. He also said WestJet and Tim’s are “on the horizon,” while emphasizing the company is focusing on a limited number of strategic verticals rather than building a broad coalition. Hicks also described a new AI initiative with Microsoft—an “AI intelligence engine” called Mosaic —designed to match the company’s retail system to “moments of Canadian life.” He said a pilot using an LLM surfaced more than a thousand “occasions,” and the company expects to begin commercializing the approach in the back half of 2026 . On capital allocation, Myers said return on invested capital improved to 11% in 2025. Operating CapEx was CAD 502 million , below the company’s range due to project discipline and timing, and he guided to CAD 500 million to CAD 550 million in CapEx for 2026. The company repurchased over CAD 440 million of shares in 2025, reducing share count by about 5% . Hicks reiterated the company’s longer-term True North conviction— annual retail sales growth of 3% to 5% with earnings growing faster than sales —while stressing it is not near-term guidance and can be influenced by factors including geopolitics, economics, and weather. Canadian Tire said it will provide its next update with Q1 results at its AGM on May 14 . About Canadian Tire TSE: CTC Canadian Tire Corporation, Limited, TSX: CTC.A TSX: CTC or 'CTC', is a group of companies that includes a Retail segment, a Financial Services division and CT REIT. Our retail business is led by Canadian Tire, which was founded in 1922 and provides Canadians with products for life in Canada across its Living, Playing, Fixing, Automotive and Seasonal & Gardening divisions. Party City, PartSource and Gas+ are key parts of the Canadian Tire network. The Retail segment also includes Mark's, a leading source for casual and industrial wear; Pro Hockey Life, a hockey specialty store catering to elite players; and SportChek, Hockey Experts, Sports Experts and Atmosphere, which offer the best active wear brands. Further Reading Five stocks we like better than Canadian Tire Elon Musk already made me a “wealthy man” Elon’s Secret AI Partner? Elon Musk: This Could Turn $100 into $100,000 Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why REVEALED: Something Big Happening Behind White House Doors This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com. Should You Invest $1,000 in Canadian Tire Right Now? Before you consider Canadian Tire, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Canadian Tire wasn't on the list. While Canadian Tire currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Metaverse Stocks And Why You Can't Ignore Them Thinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment. Get This Free Report

Executive Vice President and CFO Darren Myers said Q4 was “an exceptionally strong finish,” with strong retail performance, lower finance costs, and stable financial services results helping drive 33% growth in normalized income before taxes (IBT) . Normalized EPS increased 38% year-over-year to CAD 4.47 , supported by improved retail profitability and share repurchases.

Myers quantified the impact of the 53rd retail week, estimating it generated CAD 287 million of retail sales (excluding petroleum) and approximately CAD 40 million of IBT in 2025. He said the extra week benefited from favorable weather-related demand.

On an underlying 13-week basis, Myers said comparable sales grew 4.2% , with all banners and regions posting growth. Contributors included strong in-stock positions to meet weather-driven demand, successful Black Friday promotions, and a meaningful contribution from loyalty sales tied to increased engagement and more active members. Banner highlights: weather, events, and category strength Management highlighted strength across the portfolio in Q4: CTR : Comparable sales grew 2.7% . Seasonal and Garden posted double-digit growth, supported by an early start to winter that pulled forward sales in categories such as snowblowers, shovels, and ice melt. Automotive posted its 22nd consecutive quarter of growth , driven by batteries, wipers, and tires. Sport Chek : Comparable sales rose 9.5% . Myers cited fan gear demand tied to the Blue Jays postseason run and an early lead-up to the World Cup, plus strong outerwear performance supported by favorable weather. Hicks later said the Blue Jays impact represented about “1.5” of comp benefit for Sport Chek, while events such as the Olympics and World Cup could help sustain momentum. Mark’s : Comparable sales increased 7.2% , led by workwear and industrial footwear. Management also pointed to traffic gains at Bigger, Better, Bolder (BBB) stores, record Black Friday and e-commerce sales supported by Triangle promotional tools, and the contribution of the first BBB store in Quebec. In Q&A, management said CTR’s growth was widespread, with “almost 90%” of categories growing in the quarter. Hicks also pointed to a continued gap between essentials and discretionary items at CTR (essentials up 4.7% versus discretionary up 1.6%) and described CTR’s Living division as an area of underperformance relative to other divisions due to lower “newness and innovation” from suppliers. Margins, costs, inventory, and financial services trends Myers said normalized retail gross margin rate (excluding petroleum) increased 118 basis points to 35.4% , with CTR and Sport Chek benefiting from mix dynamics and lower promotional intensity in the prior year. He also cited ongoing benefits from the company’s “David” implementation and improved margin sharing with dealers at CTR. SG&A rate as a percentage of revenue (excluding petroleum) improved 40 basis points , with Myers attributing that to operating discipline and higher revenue. He said the company realized CAD 30 million in restructuring savings in the quarter and noted higher vacancies partially offset costs tied to higher volumes, True North IT investments, real estate expenses, and variable compensation. Normalized retail EBITDA rose 19% to CAD 557 million , and normalized retail IBT increased 49% to CAD 242 million . Corporate inventory ended the quarter up 8% , driven primarily by CTR and Sport Chek, while dealer inventory at CTR was up 5% . In financial services, Myers said 2025 was “a year of investment” to position the bank for long-term growth and resilience. Q4 credit card sales increased 3.9% , gross average receivables (GAR) grew 2.5% , and eCTM issuance to cardholders increased more than 12% to CAD 329 million over 2025. CTFS gross margin dollars increased 11% , and normalized IBT rose 3% . Risk metrics were described as stable, with PD2+ ending at 3.5% and the net write-off rate at 7.2% . 2026 outlook: store refreshes, AI initiatives, partnerships, and capital allocation Management said Q1 2026 was off to a good start, helped by winter weather demand in late January and February, while cautioning that the company is cycling favorable weather and strong March demand from the prior year. Myers also said the company will be cycling “tough weather comps” and “strong patriotic purchasing” from the first half of 2025. On profitability, Myers said a 35%+ retail gross margin rate remains a long-term anchor, adding that the company has “added the plus” versus prior commentary. He said rolling out “David” to Sport Chek and Mark’s in late 2026, along with continued optimization at CTR, is expected to help underpin gross margin over time, while acknowledging quarter-to-quarter variation. Hicks outlined continued investment in store concepts and refreshes, noting 52 were completed last year and approximately 70 are planned for 2026. He said e-commerce is growing at about twice the rate of brick-and-mortar and pointed to initiatives such as faster fulfillment, easier transactions, contextual AI search, and same-day delivery, which he said is generating strong NPS scores. He also said the company adjusted “tens of thousands of prices” based on deeper insights, and by Q4, consumer price value perception improvements were “industry-leading,” with regular pricing perception up 15 points year-over-year. Partnerships were positioned as a key lever for Triangle “velocity.” Hicks said more than 600,000 members have linked Triangle and Petro-Points and that those customers are spending about 10% more than similar, less engaged members. In Q&A, he said RBC “came out of the gates quickly,” citing 150,000 linked members, and noted functionality to convert Avion points to eCTM is expected by spring. He also said WestJet and Tim’s are “on the horizon,” while emphasizing the company is focusing on a limited number of strategic verticals rather than building a broad coalition. Hicks also described a new AI initiative with Microsoft—an “AI intelligence engine” called Mosaic —designed to match the company’s retail system to “moments of Canadian life.” He said a pilot using an LLM surfaced more than a thousand “occasions,” and the company expects to begin commercializing the approach in the back half of 2026 . On capital allocation, Myers said return on invested capital improved to 11% in 2025. Operating CapEx was CAD 502 million , below the company’s range due to project discipline and timing, and he guided to CAD 500 million to CAD 550 million in CapEx for 2026. The company repurchased over CAD 440 million of shares in 2025, reducing share count by about 5% . Hicks reiterated the company’s longer-term True North conviction— annual retail sales growth of 3% to 5% with earnings growing faster than sales —while stressing it is not near-term guidance and can be influenced by factors including geopolitics, economics, and weather. Canadian Tire said it will provide its next update with Q1 results at its AGM on May 14 . About Canadian Tire TSE: CTC Canadian Tire Corporation, Limited, TSX: CTC.A TSX: CTC or 'CTC', is a group of companies that includes a Retail segment, a Financial Services division and CT REIT. Our retail business is led by Canadian Tire, which was founded in 1922 and provides Canadians with products for life in Canada across its Living, Playing, Fixing, Automotive and Seasonal & Gardening divisions. Party City, PartSource and Gas+ are key parts of the Canadian Tire network. The Retail segment also includes Mark's, a leading source for casual and industrial wear; Pro Hockey Life, a hockey specialty store catering to elite players; and SportChek, Hockey Experts, Sports Experts and Atmosphere, which offer the best active wear brands. Further Reading Five stocks we like better than Canadian Tire Elon Musk already made me a “wealthy man” Elon’s Secret AI Partner? Elon Musk: This Could Turn $100 into $100,000 Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why REVEALED: Something Big Happening Behind White House Doors This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com. Should You Invest $1,000 in Canadian Tire Right Now? Before you consider Canadian Tire, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Canadian Tire wasn't on the list. While Canadian Tire currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Metaverse Stocks And Why You Can't Ignore Them Thinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment. Get This Free Report

Management highlighted strength across the portfolio in Q4: CTR : Comparable sales grew 2.7% . Seasonal and Garden posted double-digit growth, supported by an early start to winter that pulled forward sales in categories such as snowblowers, shovels, and ice melt. Automotive posted its 22nd consecutive quarter of growth , driven by batteries, wipers, and tires. Sport Chek : Comparable sales rose 9.5% . Myers cited fan gear demand tied to the Blue Jays postseason run and an early lead-up to the World Cup, plus strong outerwear performance supported by favorable weather. Hicks later said the Blue Jays impact represented about “1.5” of comp benefit for Sport Chek, while events such as the Olympics and World Cup could help sustain momentum. Mark’s : Comparable sales increased 7.2% , led by workwear and industrial footwear. Management also pointed to traffic gains at Bigger, Better, Bolder (BBB) stores, record Black Friday and e-commerce sales supported by Triangle promotional tools, and the contribution of the first BBB store in Quebec. In Q&A, management said CTR’s growth was widespread, with “almost 90%” of categories growing in the quarter. Hicks also pointed to a continued gap between essentials and discretionary items at CTR (essentials up 4.7% versus discretionary up 1.6%) and described CTR’s Living division as an area of underperformance relative to other divisions due to lower “newness and innovation” from suppliers. Margins, costs, inventory, and financial services trends Myers said normalized retail gross margin rate (excluding petroleum) increased 118 basis points to 35.4% , with CTR and Sport Chek benefiting from mix dynamics and lower promotional intensity in the prior year. He also cited ongoing benefits from the company’s “David” implementation and improved margin sharing with dealers at CTR. SG&A rate as a percentage of revenue (excluding petroleum) improved 40 basis points , with Myers attributing that to operating discipline and higher revenue. He said the company realized CAD 30 million in restructuring savings in the quarter and noted higher vacancies partially offset costs tied to higher volumes, True North IT investments, real estate expenses, and variable compensation. Normalized retail EBITDA rose 19% to CAD 557 million , and normalized retail IBT increased 49% to CAD 242 million . Corporate inventory ended the quarter up 8% , driven primarily by CTR and Sport Chek, while dealer inventory at CTR was up 5% . In financial services, Myers said 2025 was “a year of investment” to position the bank for long-term growth and resilience. Q4 credit card sales increased 3.9% , gross average receivables (GAR) grew 2.5% , and eCTM issuance to cardholders increased more than 12% to CAD 329 million over 2025. CTFS gross margin dollars increased 11% , and normalized IBT rose 3% . Risk metrics were described as stable, with PD2+ ending at 3.5% and the net write-off rate at 7.2% . 2026 outlook: store refreshes, AI initiatives, partnerships, and capital allocation Management said Q1 2026 was off to a good start, helped by winter weather demand in late January and February, while cautioning that the company is cycling favorable weather and strong March demand from the prior year. Myers also said the company will be cycling “tough weather comps” and “strong patriotic purchasing” from the first half of 2025. On profitability, Myers said a 35%+ retail gross margin rate remains a long-term anchor, adding that the company has “added the plus” versus prior commentary. He said rolling out “David” to Sport Chek and Mark’s in late 2026, along with continued optimization at CTR, is expected to help underpin gross margin over time, while acknowledging quarter-to-quarter variation. Hicks outlined continued investment in store concepts and refreshes, noting 52 were completed last year and approximately 70 are planned for 2026. He said e-commerce is growing at about twice the rate of brick-and-mortar and pointed to initiatives such as faster fulfillment, easier transactions, contextual AI search, and same-day delivery, which he said is generating strong NPS scores. He also said the company adjusted “tens of thousands of prices” based on deeper insights, and by Q4, consumer price value perception improvements were “industry-leading,” with regular pricing perception up 15 points year-over-year. Partnerships were positioned as a key lever for Triangle “velocity.” Hicks said more than 600,000 members have linked Triangle and Petro-Points and that those customers are spending about 10% more than similar, less engaged members. In Q&A, he said RBC “came out of the gates quickly,” citing 150,000 linked members, and noted functionality to convert Avion points to eCTM is expected by spring. He also said WestJet and Tim’s are “on the horizon,” while emphasizing the company is focusing on a limited number of strategic verticals rather than building a broad coalition. Hicks also described a new AI initiative with Microsoft—an “AI intelligence engine” called Mosaic —designed to match the company’s retail system to “moments of Canadian life.” He said a pilot using an LLM surfaced more than a thousand “occasions,” and the company expects to begin commercializing the approach in the back half of 2026 . On capital allocation, Myers said return on invested capital improved to 11% in 2025. Operating CapEx was CAD 502 million , below the company’s range due to project discipline and timing, and he guided to CAD 500 million to CAD 550 million in CapEx for 2026. The company repurchased over CAD 440 million of shares in 2025, reducing share count by about 5% . Hicks reiterated the company’s longer-term True North conviction— annual retail sales growth of 3% to 5% with earnings growing faster than sales —while stressing it is not near-term guidance and can be influenced by factors including geopolitics, economics, and weather. Canadian Tire said it will provide its next update with Q1 results at its AGM on May 14 . About Canadian Tire TSE: CTC Canadian Tire Corporation, Limited, TSX: CTC.A TSX: CTC or 'CTC', is a group of companies that includes a Retail segment, a Financial Services division and CT REIT. Our retail business is led by Canadian Tire, which was founded in 1922 and provides Canadians with products for life in Canada across its Living, Playing, Fixing, Automotive and Seasonal & Gardening divisions. Party City, PartSource and Gas+ are key parts of the Canadian Tire network. The Retail segment also includes Mark's, a leading source for casual and industrial wear; Pro Hockey Life, a hockey specialty store catering to elite players; and SportChek, Hockey Experts, Sports Experts and Atmosphere, which offer the best active wear brands. Further Reading Five stocks we like better than Canadian Tire Elon Musk already made me a “wealthy man” Elon’s Secret AI Partner? Elon Musk: This Could Turn $100 into $100,000 Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why REVEALED: Something Big Happening Behind White House Doors This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com. Should You Invest $1,000 in Canadian Tire Right Now? Before you consider Canadian Tire, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Canadian Tire wasn't on the list. While Canadian Tire currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Metaverse Stocks And Why You Can't Ignore Them Thinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment. Get This Free Report

In Q&A, management said CTR’s growth was widespread, with “almost 90%” of categories growing in the quarter. Hicks also pointed to a continued gap between essentials and discretionary items at CTR (essentials up 4.7% versus discretionary up 1.6%) and described CTR’s Living division as an area of underperformance relative to other divisions due to lower “newness and innovation” from suppliers. Margins, costs, inventory, and financial services trends Myers said normalized retail gross margin rate (excluding petroleum) increased 118 basis points to 35.4% , with CTR and Sport Chek benefiting from mix dynamics and lower promotional intensity in the prior year. He also cited ongoing benefits from the company’s “David” implementation and improved margin sharing with dealers at CTR. SG&A rate as a percentage of revenue (excluding petroleum) improved 40 basis points , with Myers attributing that to operating discipline and higher revenue. He said the company realized CAD 30 million in restructuring savings in the quarter and noted higher vacancies partially offset costs tied to higher volumes, True North IT investments, real estate expenses, and variable compensation. Normalized retail EBITDA rose 19% to CAD 557 million , and normalized retail IBT increased 49% to CAD 242 million . Corporate inventory ended the quarter up 8% , driven primarily by CTR and Sport Chek, while dealer inventory at CTR was up 5% . In financial services, Myers said 2025 was “a year of investment” to position the bank for long-term growth and resilience. Q4 credit card sales increased 3.9% , gross average receivables (GAR) grew 2.5% , and eCTM issuance to cardholders increased more than 12% to CAD 329 million over 2025. CTFS gross margin dollars increased 11% , and normalized IBT rose 3% . Risk metrics were described as stable, with PD2+ ending at 3.5% and the net write-off rate at 7.2% . 2026 outlook: store refreshes, AI initiatives, partnerships, and capital allocation Management said Q1 2026 was off to a good start, helped by winter weather demand in late January and February, while cautioning that the company is cycling favorable weather and strong March demand from the prior year. Myers also said the company will be cycling “tough weather comps” and “strong patriotic purchasing” from the first half of 2025. On profitability, Myers said a 35%+ retail gross margin rate remains a long-term anchor, adding that the company has “added the plus” versus prior commentary. He said rolling out “David” to Sport Chek and Mark’s in late 2026, along with continued optimization at CTR, is expected to help underpin gross margin over time, while acknowledging quarter-to-quarter variation. Hicks outlined continued investment in store concepts and refreshes, noting 52 were completed last year and approximately 70 are planned for 2026. He said e-commerce is growing at about twice the rate of brick-and-mortar and pointed to initiatives such as faster fulfillment, easier transactions, contextual AI search, and same-day delivery, which he said is generating strong NPS scores. He also said the company adjusted “tens of thousands of prices” based on deeper insights, and by Q4, consumer price value perception improvements were “industry-leading,” with regular pricing perception up 15 points year-over-year. Partnerships were positioned as a key lever for Triangle “velocity.” Hicks said more than 600,000 members have linked Triangle and Petro-Points and that those customers are spending about 10% more than similar, less engaged members. In Q&A, he said RBC “came out of the gates quickly,” citing 150,000 linked members, and noted functionality to convert Avion points to eCTM is expected by spring. He also said WestJet and Tim’s are “on the horizon,” while emphasizing the company is focusing on a limited number of strategic verticals rather than building a broad coalition. Hicks also described a new AI initiative with Microsoft—an “AI intelligence engine” called Mosaic —designed to match the company’s retail system to “moments of Canadian life.” He said a pilot using an LLM surfaced more than a thousand “occasions,” and the company expects to begin commercializing the approach in the back half of 2026 . On capital allocation, Myers said return on invested capital improved to 11% in 2025. Operating CapEx was CAD 502 million , below the company’s range due to project discipline and timing, and he guided to CAD 500 million to CAD 550 million in CapEx for 2026. The company repurchased over CAD 440 million of shares in 2025, reducing share count by about 5% . Hicks reiterated the company’s longer-term True North conviction— annual retail sales growth of 3% to 5% with earnings growing faster than sales —while stressing it is not near-term guidance and can be influenced by factors including geopolitics, economics, and weather. Canadian Tire said it will provide its next update with Q1 results at its AGM on May 14 . About Canadian Tire TSE: CTC Canadian Tire Corporation, Limited, TSX: CTC.A TSX: CTC or 'CTC', is a group of companies that includes a Retail segment, a Financial Services division and CT REIT. Our retail business is led by Canadian Tire, which was founded in 1922 and provides Canadians with products for life in Canada across its Living, Playing, Fixing, Automotive and Seasonal & Gardening divisions. Party City, PartSource and Gas+ are key parts of the Canadian Tire network. The Retail segment also includes Mark's, a leading source for casual and industrial wear; Pro Hockey Life, a hockey specialty store catering to elite players; and SportChek, Hockey Experts, Sports Experts and Atmosphere, which offer the best active wear brands. Further Reading Five stocks we like better than Canadian Tire Elon Musk already made me a “wealthy man” Elon’s Secret AI Partner? Elon Musk: This Could Turn $100 into $100,000 Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why REVEALED: Something Big Happening Behind White House Doors This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com. Should You Invest $1,000 in Canadian Tire Right Now? Before you consider Canadian Tire, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Canadian Tire wasn't on the list. While Canadian Tire currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Metaverse Stocks And Why You Can't Ignore Them Thinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment. Get This Free Report

Myers said normalized retail gross margin rate (excluding petroleum) increased 118 basis points to 35.4% , with CTR and Sport Chek benefiting from mix dynamics and lower promotional intensity in the prior year. He also cited ongoing benefits from the company’s “David” implementation and improved margin sharing with dealers at CTR.

SG&A rate as a percentage of revenue (excluding petroleum) improved 40 basis points , with Myers attributing that to operating discipline and higher revenue. He said the company realized CAD 30 million in restructuring savings in the quarter and noted higher vacancies partially offset costs tied to higher volumes, True North IT investments, real estate expenses, and variable compensation.

Normalized retail EBITDA rose 19% to CAD 557 million , and normalized retail IBT increased 49% to CAD 242 million . Corporate inventory ended the quarter up 8% , driven primarily by CTR and Sport Chek, while dealer inventory at CTR was up 5% .

In financial services, Myers said 2025 was “a year of investment” to position the bank for long-term growth and resilience. Q4 credit card sales increased 3.9% , gross average receivables (GAR) grew 2.5% , and eCTM issuance to cardholders increased more than 12% to CAD 329 million over 2025. CTFS gross margin dollars increased 11% , and normalized IBT rose 3% . Risk metrics were described as stable, with PD2+ ending at 3.5% and the net write-off rate at 7.2% . 2026 outlook: store refreshes, AI initiatives, partnerships, and capital allocation Management said Q1 2026 was off to a good start, helped by winter weather demand in late January and February, while cautioning that the company is cycling favorable weather and strong March demand from the prior year. Myers also said the company will be cycling “tough weather comps” and “strong patriotic purchasing” from the first half of 2025. On profitability, Myers said a 35%+ retail gross margin rate remains a long-term anchor, adding that the company has “added the plus” versus prior commentary. He said rolling out “David” to Sport Chek and Mark’s in late 2026, along with continued optimization at CTR, is expected to help underpin gross margin over time, while acknowledging quarter-to-quarter variation. Hicks outlined continued investment in store concepts and refreshes, noting 52 were completed last year and approximately 70 are planned for 2026. He said e-commerce is growing at about twice the rate of brick-and-mortar and pointed to initiatives such as faster fulfillment, easier transactions, contextual AI search, and same-day delivery, which he said is generating strong NPS scores. He also said the company adjusted “tens of thousands of prices” based on deeper insights, and by Q4, consumer price value perception improvements were “industry-leading,” with regular pricing perception up 15 points year-over-year. Partnerships were positioned as a key lever for Triangle “velocity.” Hicks said more than 600,000 members have linked Triangle and Petro-Points and that those customers are spending about 10% more than similar, less engaged members. In Q&A, he said RBC “came out of the gates quickly,” citing 150,000 linked members, and noted functionality to convert Avion points to eCTM is expected by spring. He also said WestJet and Tim’s are “on the horizon,” while emphasizing the company is focusing on a limited number of strategic verticals rather than building a broad coalition. Hicks also described a new AI initiative with Microsoft—an “AI intelligence engine” called Mosaic —designed to match the company’s retail system to “moments of Canadian life.” He said a pilot using an LLM surfaced more than a thousand “occasions,” and the company expects to begin commercializing the approach in the back half of 2026 . On capital allocation, Myers said return on invested capital improved to 11% in 2025. Operating CapEx was CAD 502 million , below the company’s range due to project discipline and timing, and he guided to CAD 500 million to CAD 550 million in CapEx for 2026. The company repurchased over CAD 440 million of shares in 2025, reducing share count by about 5% . Hicks reiterated the company’s longer-term True North conviction— annual retail sales growth of 3% to 5% with earnings growing faster than sales —while stressing it is not near-term guidance and can be influenced by factors including geopolitics, economics, and weather. Canadian Tire said it will provide its next update with Q1 results at its AGM on May 14 . About Canadian Tire TSE: CTC Canadian Tire Corporation, Limited, TSX: CTC.A TSX: CTC or 'CTC', is a group of companies that includes a Retail segment, a Financial Services division and CT REIT. Our retail business is led by Canadian Tire, which was founded in 1922 and provides Canadians with products for life in Canada across its Living, Playing, Fixing, Automotive and Seasonal & Gardening divisions. Party City, PartSource and Gas+ are key parts of the Canadian Tire network. The Retail segment also includes Mark's, a leading source for casual and industrial wear; Pro Hockey Life, a hockey specialty store catering to elite players; and SportChek, Hockey Experts, Sports Experts and Atmosphere, which offer the best active wear brands. Further Reading Five stocks we like better than Canadian Tire Elon Musk already made me a “wealthy man” Elon’s Secret AI Partner? Elon Musk: This Could Turn $100 into $100,000 Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why REVEALED: Something Big Happening Behind White House Doors This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com. Should You Invest $1,000 in Canadian Tire Right Now? Before you consider Canadian Tire, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Canadian Tire wasn't on the list. While Canadian Tire currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Metaverse Stocks And Why You Can't Ignore Them Thinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment. Get This Free Report

Management said Q1 2026 was off to a good start, helped by winter weather demand in late January and February, while cautioning that the company is cycling favorable weather and strong March demand from the prior year. Myers also said the company will be cycling “tough weather comps” and “strong patriotic purchasing” from the first half of 2025.

On profitability, Myers said a 35%+ retail gross margin rate remains a long-term anchor, adding that the company has “added the plus” versus prior commentary. He said rolling out “David” to Sport Chek and Mark’s in late 2026, along with continued optimization at CTR, is expected to help underpin gross margin over time, while acknowledging quarter-to-quarter variation.

Hicks outlined continued investment in store concepts and refreshes, noting 52 were completed last year and approximately 70 are planned for 2026. He said e-commerce is growing at about twice the rate of brick-and-mortar and pointed to initiatives such as faster fulfillment, easier transactions, contextual AI search, and same-day delivery, which he said is generating strong NPS scores. He also said the company adjusted “tens of thousands of prices” based on deeper insights, and by Q4, consumer price value perception improvements were “industry-leading,” with regular pricing perception up 15 points year-over-year.

Partnerships were positioned as a key lever for Triangle “velocity.” Hicks said more than 600,000 members have linked Triangle and Petro-Points and that those customers are spending about 10% more than similar, less engaged members. In Q&A, he said RBC “came out of the gates quickly,” citing 150,000 linked members, and noted functionality to convert Avion points to eCTM is expected by spring. He also said WestJet and Tim’s are “on the horizon,” while emphasizing the company is focusing on a limited number of strategic verticals rather than building a broad coalition.

Hicks also described a new AI initiative with Microsoft—an “AI intelligence engine” called Mosaic —designed to match the company’s retail system to “moments of Canadian life.” He said a pilot using an LLM surfaced more than a thousand “occasions,” and the company expects to begin commercializing the approach in the back half of 2026 .

On capital allocation, Myers said return on invested capital improved to 11% in 2025. Operating CapEx was CAD 502 million , below the company’s range due to project discipline and timing, and he guided to CAD 500 million to CAD 550 million in CapEx for 2026. The company repurchased over CAD 440 million of shares in 2025, reducing share count by about 5% .

Hicks reiterated the company’s longer-term True North conviction— annual retail sales growth of 3% to 5% with earnings growing faster than sales —while stressing it is not near-term guidance and can be influenced by factors including geopolitics, economics, and weather. Canadian Tire said it will provide its next update with Q1 results at its AGM on May 14 . About Canadian Tire TSE: CTC Canadian Tire Corporation, Limited, TSX: CTC.A TSX: CTC or 'CTC', is a group of companies that includes a Retail segment, a Financial Services division and CT REIT. Our retail business is led by Canadian Tire, which was founded in 1922 and provides Canadians with products for life in Canada across its Living, Playing, Fixing, Automotive and Seasonal & Gardening divisions. Party City, PartSource and Gas+ are key parts of the Canadian Tire network. The Retail segment also includes Mark's, a leading source for casual and industrial wear; Pro Hockey Life, a hockey specialty store catering to elite players; and SportChek, Hockey Experts, Sports Experts and Atmosphere, which offer the best active wear brands. Further Reading Five stocks we like better than Canadian Tire Elon Musk already made me a “wealthy man” Elon’s Secret AI Partner? Elon Musk: This Could Turn $100 into $100,000 Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why REVEALED: Something Big Happening Behind White House Doors This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com. Should You Invest $1,000 in Canadian Tire Right Now? Before you consider Canadian Tire, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Canadian Tire wasn't on the list. While Canadian Tire currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Metaverse Stocks And Why You Can't Ignore Them Thinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment. Get This Free Report

Canadian Tire Corporation, Limited, TSX: CTC.A TSX: CTC or 'CTC', is a group of companies that includes a Retail segment, a Financial Services division and CT REIT. Our retail business is led by Canadian Tire, which was founded in 1922 and provides Canadians with products for life in Canada across its Living, Playing, Fixing, Automotive and Seasonal & Gardening divisions. Party City, PartSource and Gas+ are key parts of the Canadian Tire network. The Retail segment also includes Mark's, a leading source for casual and industrial wear; Pro Hockey Life, a hockey specialty store catering to elite players; and SportChek, Hockey Experts, Sports Experts and Atmosphere, which offer the best active wear brands. Further Reading Five stocks we like better than Canadian Tire Elon Musk already made me a “wealthy man” Elon’s Secret AI Partner? Elon Musk: This Could Turn $100 into $100,000 Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why REVEALED: Something Big Happening Behind White House Doors This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com. Should You Invest $1,000 in Canadian Tire Right Now? Before you consider Canadian Tire, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Canadian Tire wasn't on the list. While Canadian Tire currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Metaverse Stocks And Why You Can't Ignore Them Thinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment. Get This Free Report

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Before you consider Canadian Tire, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Canadian Tire wasn't on the list.

While Canadian Tire currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

Source: https://www.marketbeat.com/instant-alerts/canadian-tire-q4-earnings-call-highlights-2026-02-24/?utm_source=yahoofinance&utm_medium=yahoofinance&.tsrc=rss

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