Shoe Station Group Inc. (SHOE) AI Stock Analysis

Shoe Station Group Inc., formerly known as Shoe Carnival, Inc. until June 2026, retails footwear across the United States. Founded in 1978 and headquartered in Fort Mill, South Carolina, the company employs 2,300 people. Its product catalog includes shoes, sneakers, heels, sandals, boots, work and safety shoes, and athletic footwear, alongside accessories for men, women, and kids. Shoe Station Group distributes products through physical store locations, online platforms, and a mobile application.

Between FY2022 and FY2026, annual revenue declined from $1.33B to $1.14B, delivering a 5-year compound annual growth rate of 3.1% from FY2021 to FY2026. Annual gross margin narrowed from 39.6% in FY2022 to 36.6% in FY2026, while operating margin fell from 15.6% to 5.9%. Annual net income dropped from $154.9M in FY2022 to $52.3M in FY2026, with EPS sliding from $5.41 to $1.90. Over the trailing twelve months ended July 31, 2026, revenue stood at $1.11B with an operating margin of 2.7%. In the latest quarter, revenue declined 7.2% year-over-year and earnings dropped 67.1%.

As of July 31, 2026, Shoe Station Group held $118.0M in cash and short-term investments, with total assets of $1.17B and shareholders' equity of $676.8M. The company maintains a current ratio of 4.04. In FY2026, operating cash flow was $71.3M and free cash flow reached $26.6M. Capital allocation during FY2026 included $44.7M in capital expenditures and $16.7M paid in dividends, while the 5-year share count change was -4.8%.

At a market capitalization of $374.0M and enterprise value of $579.5M, Shoe Station Group trades at a trailing P/E of 15.6x, below the 18.0x median of its US-listed Consumer Cyclical peers. Its forward P/E of 15.4x compares to the peer median of 14.1x. The stock carries an EV/EBITDA multiple of 8.2x against the peer median of 11.1x, and a price-to-sales multiple of 0.3x versus the peer median of 0.7x. Over the past year, the shares fell 29.0%, underperforming the 16.8% return for the S&P 500.

Shoe Station Group offers a forward annual dividend of $0.68 per share, representing a dividend yield of 4.94% with a payout ratio of 50.0%. Dividends are distributed quarterly and have been paid for 15 consecutive years, with an annualized 5-year dividend growth rate of 27.3%. The most recent ex-dividend date occurred on October 6, 2026.

Wall Street coverage consists of 1 Strong Buy, 0 Buy, and 2 Hold recommendations. The mean price target of $15.00 implies an upside of 9.0% over the last close of $13.76. Analysts did not record any EPS beats over the last 4 quarters. For the current fiscal year ending January 31, 2027, consensus estimates project EPS of $0.84 on revenue of $1.11B, representing an EPS decline of 55.6%. The next earnings release is scheduled for November 19, 2026.

This page is an AI-written research summary of Shoe Station Group Inc. (SHOE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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