Every material Form 8-K Signet Jewelers has filed with the SEC since October 01, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Signet Jewelers' subsidiary Sterling Jewelers approved an amended and restated Deferred Compensation Plan on October 30, 2026, effective January 1, 2027. The plan changes how eligible executives can defer pay and how employer contributions vest, and it is disclosed as a compensatory arrangement for named executive officers.
Participants may defer up to 75% of base salary and up to 90% of annual cash bonus.
Employer matches 100% of the first 3% plus 50% of the next 2% of deferred pay; matches made on or after January 1, 2027 vest immediately.
Discretionary employer contributions credited before January 1, 2027 keep a five-year graded vesting schedule.
Signet reported second-quarter fiscal 2027 diluted EPS of $1.33, compared with a loss of $0.22 a year earlier, and sales of $1,528.1 million, down slightly from $1,535.1 million. The company raised its full-year adjusted diluted EPS guidance to $10.45 to $12.15 from $9.20 to $11.00 and renewed its consumer credit card program with Bread through December 31, 2035.
Diluted EPS was $1.33 versus a loss of $0.22 a year earlier, including $0.86 of asset impairment charges net of taxes.
Sales were $1,528.1 million versus $1,535.1 million a year earlier; same store sales rose 2.2%.
Fiscal 2027 adjusted diluted EPS guidance was raised to $10.45 to $12.15 from $9.20 to $11.00.
The credit card program agreement with Bread runs through December 31, 2035, and the company plans a $125 million accelerated share repurchase.
Signet Jewelers director André Branch resigned from the Board of Directors effective immediately, as of July 2, 2026. The filing says the resignation was not due to any disagreement with the company on operations, policies or practices. The Board intends to reduce its size from 11 to 10 members.
Director André Branch resigned effective immediately on July 2, 2026
Resignation was not due to any disagreement with the company
Board intends to reduce its size from 11 to 10 members
Signet Jewelers reported first quarter fiscal 2027 sales of $1,553.6 million, up from $1,541.6 million a year earlier, with same store sales up 1.8%. GAAP operating income fell to $36.9 million from $48.1 million after $41.7 million of restructuring and related charges, while adjusted diluted EPS rose to $1.56 from $1.18 and the company raised its full-year adjusted diluted EPS guidance to $9.20 to $11.00.
Sales of $1,553.6 million vs. $1,541.6 million in Q1 of fiscal 2026; same store sales up 1.8%.
GAAP operating income of $36.9 million vs. $48.1 million, including $41.7 million of restructuring and related charges, largely non-cash and mainly tied to the James Allen transition.
Diluted EPS of $0.78, flat year over year; adjusted diluted EPS of $1.56 vs. $1.18.
Fiscal 2027 adjusted diluted EPS guidance raised to $9.20 to $11.00 from $8.80 to $10.74; quarterly dividend of $0.35 per share declared, and a $50 million accelerated share repurchase planned this month.
Signet Jewelers' board appointed Jeffrey Gennette, former CEO and Chairman of Macy's, as a director effective May 6, 2026. Director Nancy Reardon will not stand for re-election at the June 26, 2026 annual meeting, and the board will shrink from 12 to 11 members after that meeting. The filing reports no financial results and no changes to operations, so the news mainly affects board composition.
Jeffrey Gennette, 65, was appointed effective May 6, 2026, and joins the Human Capital Management & Compensation Committee and the Finance Committee.
Gennette was CEO of Macy's, Inc. from March 2017 to February 2024 and Chairman from February 2018 to April 2024.
Nancy Reardon, a director since March 2018, will not stand for re-election at the Annual Meeting on June 26, 2026, and the filing says her decision was not due to any disagreement with the Company.
The board temporarily expands to 12 members until the Annual Meeting, then drops to 11.
Signet reported fourth-quarter sales of $2.35 billion and adjusted diluted EPS of $6.25, down from $6.62 a year earlier, while full-year adjusted diluted EPS rose to $9.60 from $8.94. The company introduced fiscal 2027 guidance calling for total sales of $6.6 billion to $6.9 billion and adjusted diluted EPS of $8.80 to $10.74, and raised its quarterly dividend to $0.35 per share. Shareholders get a dividend increase and a outlook, but the fourth-quarter adjusted profit decline and the planned James Allen transition, which the company says will cost $60 million to $80 million in net revenue, are factors to weigh.
Q4 sales of $2.35 billion, same store sales down 0.7%; adjusted diluted EPS $6.25 vs. $6.62 in Q4 of FY25
Full-year GAAP diluted EPS of $7.08 vs. a loss of $0.81 in FY25; adjusted diluted EPS $9.60 vs. $8.94
FY27 guidance: total sales $6.6 to $6.9 billion; adjusted diluted EPS $8.80 to $10.74
Quarterly dividend raised to $0.35 per share, payable May 22, 2026, to holders of record April 24, 2026
Signet Jewelers preliminarily reported fourth quarter and full year fiscal 2026 results, which ended January 31, 2026. Q4 same store sales declined 0.7% to 0.9%, while full-year same store sales rose 1.2% to 1.3%, and management expects results in the upper half of its range. Management said it will provide Fiscal 2027 guidance at its strategic priorities update next Thursday, so forward outlook is not yet available.
Q4 fiscal 2026 sales of $2.34 to $2.35 billion; operating income of $313 to $318 million and adjusted operating income of $322 to $327 million.
Full year fiscal 2026 sales of approximately $6.8 billion; operating income of $388 to $393 million and adjusted operating income of $510 to $515 million.
Management expects more than $500 million in free cash flow in FY26 and a modest gross merchandise margin decline from a shift to broader promotions.
Fiscal 2027 guidance to be provided next Thursday, March 12, 2026.
Signet Jewelers reported third-quarter fiscal 2026 sales of $1.4 billion, up 3.1%, with same store sales up 3.0% and diluted EPS of $0.49 versus $0.12 a year earlier. The company raised its fiscal 2026 adjusted diluted EPS guidance to $8.43 to $9.59 from $8.04 to $9.57, though it described a measured outlook for the fourth quarter.
Q3 sales of $1,391.8 million, up 3.1% from $1,349.4 million; same store sales up 3.0%
Diluted EPS of $0.49 versus $0.12, including $0.10 of restructuring charges; adjusted diluted EPS of $0.63 versus $0.24
Fiscal 2026 adjusted diluted EPS guidance raised to $8.43 to $9.59 from $8.04 to $9.57; total sales guidance raised to $6.70 to $6.83 billion
Quarterly dividend of $0.32 per share declared, payable February 20, 2026; $545 million of repurchase authorization remaining
Signet Jewelers reported second quarter fiscal 2026 sales of $1.5 billion, up 3.0% from a year earlier, with same store sales up 2.0%. Adjusted diluted EPS rose to $1.61 from $1.25, and the company raised its full-year fiscal 2026 adjusted diluted EPS guidance to $8.04 to $9.57. GAAP results were a loss of $0.22 per diluted share, which includes $2.01 per share of impairment and restructuring charges.
Q2 sales of $1,535.1 million, up $44.1 million or 3.0%; same store sales up 2.0%
GAAP diluted loss of $0.22 per share, compared with a loss of $2.28 in the year-earlier quarter
Fiscal 2026 adjusted diluted EPS guidance raised to $8.04 to $9.57 from $7.70 to $9.38
Third quarter adjusted operating income guidance of $3 million to $17 million; quarterly dividend of $0.32 per share payable November 21, 2025
Signet Jewelers' Board accepted the resignation of director Jonathan Seiffer, effective after the Annual Meeting of Shareholders on July 1, 2025. The Board also reduced its size from 12 to 11 members effective at the same time. The filing says the resignation was not due to any disagreement with the company on operations, policies or practices.
Jonathan Seiffer resigns from the Board, effective after the Annual Meeting on July 1, 2025
Board size reduced from 12 to 11 members, effective after the Annual Meeting
Company states the resignation was not due to any disagreement with the company
Signet Jewelers reported first quarter fiscal 2026 results for the 13 weeks ended May 3, 2025, with sales up 2.0% to $1.5 billion and same store sales up 2.5%. The company raised the low end of its fiscal 2026 operating guidance and raised its adjusted diluted EPS guidance to $7.70 to $9.38, citing share repurchases of more than 5% of outstanding shares year to date.
Diluted EPS was $0.78, compared with a loss of $0.90 a year earlier, and includes $0.46 of restructuring charges; adjusted diluted EPS was $1.18 versus $1.11.
GAAP operating income was $48.1 million, down from $49.8 million, while adjusted operating income rose to $70.3 million from $57.8 million.
Fiscal 2026 adjusted diluted EPS guidance was raised to $7.70 to $9.38 from $7.31 to $9.10; total sales guidance is $6.57 to $6.80 billion.
The company repurchased about 2.1 million shares for $117.4 million in the quarter and has nearly $600 million remaining in repurchase authorization.
Signet Jewelers said it expects about $30 million to $45 million in costs from a reorganization of its brand and functional structure in North America and a plan to exit underperforming stores and reposition others. The company said $10 million to $15 million of the costs are estimated non-cash charges, mainly asset disposals and impairments, and that it expects to exclude substantially all of the costs from adjusted operating income.
Estimated costs of $30 million to $45 million, including $10 million to $15 million of non-cash charges
Plan centers on the North America reportable segment and aligns with the Grow Brand Love strategy announced earlier
Plan expected to be substantially complete by the end of Fiscal 2026; store fleet optimization runs over the next two to three years
Signet reported fourth-quarter fiscal 2025 sales of $2.4 billion, down 5.8%, with same store sales down 1.1% and diluted EPS of $2.30 versus $11.75 a year earlier, after $200.7 million in non-cash impairment charges. The company initiated fiscal 2026 guidance for sales of $6.53 billion to $6.80 billion and adjusted diluted EPS of $7.31 to $9.10, and announced a new "Grow Brand Love" strategy and reorganization. The board also raised the quarterly common dividend 10% to $0.32 per share.
Q4 sales were $2,352.6 million, down $145.0 million or 5.8%; same store sales fell 1.1%.
Q4 diluted EPS was $2.30 versus $11.75; adjusted diluted EPS was $6.62 versus $6.73.
Fiscal 2026 guidance: sales of $6.53 billion to $6.80 billion; same store sales (2.5%) to +1.5%; adjusted diluted EPS of $7.31 to $9.10 versus $8.94 in fiscal 2025.
Quarterly dividend of $0.32 per share, a 10% increase, payable May 23, 2025 to holders of record April 25, 2025.
Signet Jewelers reported third-quarter fiscal 2025 results for the 13 weeks ended November 2, 2024, with sales of $1.3 billion, down 3.1% from a year earlier, and same store sales down 0.7%. GAAP diluted EPS rose to $0.12 from $0.07, though it included $0.13 of restructuring and related charges, while adjusted diluted EPS was flat at $0.24. The company also updated fiscal 2025 guidance, forecasting adjusted diluted EPS of $9.62 to $10.08 and total sales of $6.74 billion to $6.81 billion.
Q3 sales were $1,349.4 million, down $42.5 million or 3.1%; same store sales fell 0.7%
Operating income was $9.2 million versus $13.3 million a year earlier; adjusted operating income was $16.2 million versus $23.9 million
Fiscal 2025 guidance: adjusted diluted EPS of $9.62 to $10.08, total sales of $6.74 billion to $6.81 billion, and same store sales of (3%) to (2%)
Remaining 212,500 preferred shares were redeemed in the quarter for approximately $270 million; the company repurchased $66.5 million of common shares
Signet Jewelers entered a transition agreement on October 20, 2024 with Oded Edelman, its Chief Digital Innovation Officer and President, Digital Banners, whose employment is set to end by February 1, 2025. Corinne Bentzen will succeed him as President, Digital Banners, effective November 4, 2024, and Edelman will assist with the handover during the transition period.
Edelman's employment ends February 1, 2025, or an earlier date on or after December 1, 2024 set by the company
Corinne Bentzen becomes President, Digital Banners, effective November 4, 2024; she was most recently CEO at The Company Store, a division of Home Depot
Edelman will not receive new STIP or LTIP awards, but may receive a prorated STIP bonus and continued LTIP vesting if he remains employed through the termination date
The agreement includes an amended restrictive covenant and a general release of claims against the company
Signet Jewelers said CEO Virginia “Gina” Drosos will retire effective November 4, 2024, after twelve years at the company, and J.K. Symancyk, former CEO of PetSmart, will succeed her as CEO and join the board on that date. The company also expanded Joan Hilson's role to Chief Financial and Operating Officer and granted retention awards to several executives during the leadership transition.
Drosos retires as CEO and board member effective November 4, 2024, and will advise the company through the end of its fiscal year.
Symancyk's initial pay includes a $1,400,000 base salary, a $1,500,000 signing bonus and a $3,500,000 make-whole RSU grant.
Hilson, Jamie Singleton and Rebecca Wooters received retention RSU awards, with grant values of $2,500,000, $2,500,000 and $1,100,000, respectively.
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