Don't Overlook Skechers (SKX) International Revenue Trends While Assessing the Stock

Core Insights - Skechers' international operations are crucial for assessing its financial strength and growth potential, especially given the interconnected global economy [2][3] Group 1: Financial Performance - The total revenue for Skechers in the quarter ending December 2024 was $2.21 billion, reflecting a 12.8$478.6 million, accounting for 21.63% of total revenue, which was a surprise decline of -2.42% compared to analyst expectations [5] - Asia Pacific contributed $642.4 million, or 29.04$2.41 billion in total revenue for the current fiscal quarter, a 7.1% increase year-over-year, with Europe, Middle East & Africa expected to contribute 30.4% and Asia Pacific 26.7% [7] - For the full year, total revenue is projected to reach $9.78 billion, indicating a 9.1% rise from the previous year, with regional contributions of 26.1% from Europe, Middle East & Africa and 27% from Asia Pacific [8] Group 3: Market Dynamics - The reliance on foreign markets presents both opportunities and challenges for Skechers, necessitating close monitoring of international revenue trends to forecast future performance [9] - The current geopolitical landscape and global interconnections are critical factors influencing earnings predictions for companies with international operations [10]