Lewis Group (LEW) Q3 2026 TU earnings summary

Executive summary

• Total revenue increased by 11.1% for the nine months ended December 2025, driven by strong credit sales and other revenue.

• Merchandise sales grew by 7.1% for the period, with credit sales up 9.1% and cash sales up 2.8%.

• Third quarter merchandise sales rose 7.8%, supported by robust Black Friday sales.

Financial highlights

• Comparable store sales increased by 4.3% for the nine months and 4.9% in the third quarter.

• Other revenue, including interest and insurance, rose 16.2% for the nine months and 15.2% in the third quarter.

Key financial ratios and metrics

• Credit sales accounted for 69.4% of total sales, up from 68.2% in December 2024.

• Collection rate remained stable at 78.3% for the nine months, compared to 79.6% in December 2024.

• Debtor costs increased by 14.8% for the nine months and 16.9% in the third quarter.