Clothing and accessories retailer Gap (NYSE: GAP) will be announcing earnings results this Thursday after market close. Here’s what investors should know.
Gap met analysts’ revenue expectations last quarter, reporting revenues of $4.24 billion, up 2.1% year on year. It was a mixed quarter for the company, with an impressive beat of analysts’ EBITDA estimates but full-year EPS guidance missing analysts’ expectations.
Is Gap a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Gap’s revenue to grow 1.8% year on year, in line with the 2.2% increase it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Gap has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Gap’s peers in the apparel and footwear retail segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Urban Outfitters delivered year-on-year revenue growth of 11.4%, beating analysts’ expectations by 1.4%, and Boot Barn reported revenues up 18.7%, topping estimates by 1.5%. Urban Outfitters traded up 2.9% following the results while Boot Barn was down 1.7%.
Read our full analysis of Urban Outfitters’s results here and Boot Barn’s results here.
The market narrative shifted from AI-driven sector rotation in late 2025 to geopolitical shock as the US-Iran conflict dominated early 2026. While some of the apparel and footwear retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.4% on average over the last month. Gap is down 6% during the same time and is heading into earnings with an average analyst price target of $30.30 (compared to the current share price of $23.62).
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