Replay available

Signet Jewelers Limited (SIG) Q3 2026 Earnings Call

Signet Jewelers Limited (NYSE: SIG) Q3 2026 earnings conference call, held 2025-12-02. Replay captured from the company's public earnings webcast.

Tue, December 2, 2025 at 8:30 AMendedReplay
Signet Jewelers Limited (SIG) Q3 2026 Earnings Call

Hosted by

Featured presenters

J.K. Szymanski

President and Chief Executive Officer

Joan Hilkemeyer

Executive Vice President and Chief Financial Officer

Paul Leshway

Analyst, Citi

Lorraine Hutchinson

Analyst, Bank of America

Brandy Koenig

Analyst, Jefferies

Ike Borachow

Analyst, Wells Fargo

Dana Tesley

Analyst, Tesley Group

Jeff Flick

Analyst, Stevens

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.176 Within merchandise, we delivered growth across all categories, bridal, 00:00:05.176 -- 00:00:10.541 fashion, and watches. This performance underscores the strength of our assortment 00:00:10.541 -- 00:00:15.926 architecture and ability to respond to evolving consumer preferences. 00:00:15.926 -- 00:00:21.391 In bridal, continued focus on differentiated offerings and strategic pricing resonated 00:00:21.391 -- 00:00:26.796 most for mid-tier consumers, with Kay, Zales, and Peoples all delivering 00:00:26.796 -- 00:00:32.772 high single-digit sales growth or better. This strong growth was led by long-standing 00:00:32.772 -- 00:00:38.821 brand collections like Neil Lane, Vera Wang, and Monique Louvier. 00:00:38.821 -- 00:00:44.469 In fashion, Jared delivered 10% comp sales growth, reflecting strong performance 00:00:44.469 -- 00:00:49.537 in diamond, gold, and men's jewelry, bolstered by strength of recent 00:00:49.537 -- 00:00:54.598 collections like Italia D'Oro. Alongside that, we continue to see 00:00:54.598 -- 00:01:00.589 runway in the fashion category, particularly in lab-grown diamonds, or LGDs, 00:01:00.589 -- 00:01:06.039 which expanded penetration to 15% of fashion sales this quarter, roughly double 00:01:06.039 -- 00:01:08.403 last year's rate. 00:01:08.403 -- 00:01:13.505 In marketing this quarter, we are making progress on modernizing our playbook. 00:01:13.505 -- 00:01:18.572 This includes a more robust full funnel media strategy, amplified social media 00:01:18.572 -- 00:01:23.638 and digital first lead content as well as brand ambassadors like Antonia 00:01:23.638 -- 00:01:28.645 Gentry and Chloe Fineman to drive buzzworthy campaigns. 00:01:28.645 -- 00:01:33.231 We continue to see double digit growth and impressions ...