SFM Q4 2025 Earnings
Reported Feb 19, 2026 at 4:03 PM ET · SEC Source
Q4 25 EPS
$0.92
BEAT +3.85%
Est. $0.89
Q4 25 Revenue
$2.15B
MISS 0.24%
Est. $2.15B
vs S&P Since Q4 25
+16.3%
BEATING MARKET
SFM +22.1% vs S&P +5.7%
Full Year 2025 Results
FY 25 EPS
$5.31
FY 25 Revenue
$8.81B
Market Reaction
Did SFM Beat Earnings? Q4 2025 Results
Sprouts Farmers Market delivered a solid fourth quarter, posting diluted EPS of $0.92 and beating the $0.89 consensus estimate by 3.85%, while revenue of $2.15 billion grew 7.6% year over year but landed just fractionally short of expectations. The e… Read more Sprouts Farmers Market delivered a solid fourth quarter, posting diluted EPS of $0.92 and beating the $0.89 consensus estimate by 3.85%, while revenue of $2.15 billion grew 7.6% year over year but landed just fractionally short of expectations. The earnings beat was driven in large part by continued margin expansion and operational leverage, with Sprouts Brand private-label products, which reached $2.30 billion in full-year sales, up 33%, proving a meaningful contributor to profitability as the company leaned into its specialty grocery positioning. For the full fiscal year, diluted EPS climbed to $5.31 from $3.75, and net sales reached $8.81 billion, reflecting 14% growth. Looking ahead, management is signaling a more measured 2026, guiding for full-year diluted EPS of $5.28 to $5.44 and comparable store sales of -1% to 1%, with first-half headwinds expected from tough prior-year comparisons; analysts are now watching how recently appointed merchandising and customer leadership navigate those pressures while the company targets 40 or more new store openings.
Key Takeaways
- • Comparable store sales growth of 1.6% in Q4 and 7.3% for full year
- • Sprouts Brand sales reached $2.3B, up 33% YoY, representing 26% sales penetration
- • Gross margin expansion to 38.8% from 36.7% in 2022
- • EBIT margin improved to 7.8% from 5.6% in 2022
- • ROIC including operating leases grew to 18.3% from 12.4% in 2022
- • Over 70% of products sold are attribute-driven
- • ~55% of total sales from identified loyalty customers by end of 2025
- • Over 15% sales penetration from e-commerce
SFM YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
“Sprouts delivered strong growth in 2025. These results were a testament to the strength of our business and our team's commitment to serving our unique target customer. We are committed to helping our customers live and eat better and remain laser focused on executing our strategy in the coming years.”
— Jack Sinclair, Q4 2025 Earnings Press Release
SFM Earnings Trends
SFM vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SFM EPS Trend
Earnings per share: estimate vs actual
SFM Revenue Trend
Quarterly revenue: estimate vs actual
SFM Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.67 | $1.71 | +2.16% | $2.33B | +0.30% |
| Q4 25 BEAT FY | $0.89 | $0.92 | +3.85% | $2.15B | -0.24% |
| FY Full Year | — | $5.31 | — | $8.81B | — |
| Q3 25 BEAT | $1.17 | $1.22 | +4.56% | $2.20B | -1.08% |
| Q2 25 BEAT | $1.24 | $1.35 | +9.09% | $2.22B | +2.50% |