Every material Form 8-K Signet Jewelers filed with the SEC in 2026, 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.
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