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Rocky Brands(RCKY) - 2025 Q2 - Earnings Call Transcript
2025-07-29 21:30
Rocky Brands (RCKY) Q2 2025 Earnings Call July 29, 2025 04:30 PM ET Speaker0Afternoon, ladies and gentlemen, and thank you for standing by. Welcome to the Rocky Brands Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Following the presentation, we will conduct a question and answer session. Instructions will be provided at that time for you to queue up for questions.I I would like to remind everyone that this conference call is being recor ...
Why Tapestry Stock Is Cooling Off Despite Coach's Hot Streak
Benzinga· 2025-07-29 18:21
Tapestry, Inc. TPR stock declined Tuesday as analysts reassessed its valuation despite ongoing strength in the Coach brand.Bank of America Securities analyst Lorraine Hutchinson downgraded Tapestry from Buy to Hold on Tuesday, raising the price forecast from $95 to $115.Hutchinson observes that while the Coach brand is set to deliver several more quarters of strong growth, the stock's 66% year-to-date rally, far outpacing the S&P's 9%, has brought its valuation close to fair value.Also Read: Coach Parent Ta ...
PRESS RELEASE: BIGBEN: FIRST-QUARTER 2025-26 SALES AT €56.5M, IN LINE WITH THE GROUP'S TARGETS
Globenewswire· 2025-07-28 16:05
Press Release Lesquin, July 28,2025, 6:00 PM FIRST-QUARTER 2025-26 SALES AT €56.5M, IN LINE WITH THE GROUP'S TARGETS BIGBEN INTERACTIVE (ISIN FR 0000074072) announces today its consolidated sales for the first quarter of its fiscal year 2025-26 (period from April 1,2025 to June 30,2025). IFRS – €M2025-262024-25Variation in %Sales1 st quarter (April 1 - June 30) (1 56.557.9-2.4% <td style="width:311.54px;;border-left: solid black 1pt ; text-ali ...
Deckers Stock Gains More Than 12% on Solid Earnings & Sales in Q1
ZACKS· 2025-07-25 18:55
Core Viewpoint - Deckers Outdoor Corporation (DECK) delivered strong first-quarter fiscal 2026 results, exceeding expectations and showing year-over-year growth, primarily driven by the HOKA and UGG brands [1][9]. Financial Performance - DECK reported quarterly earnings of 93 cents per share, surpassing the Zacks Consensus Estimate of 68 cents and increasing from 75 cents in the prior-year quarter [4]. - Net sales rose 17% year over year to $964.5 million, exceeding the consensus estimate of $899 million; on a constant-currency basis, net sales grew 7.5% [4]. - Gross profit increased 14.4% year over year to $537.9 million, with a gross margin of 55.8%, down from 56.9% in the previous year but above the estimate of 54.4% [5]. - SG&A expenses climbed 11% year over year to $372.6 million, representing 38.6% of revenues, a decrease of 230 basis points from the previous year [6]. - Operating income was $165.3 million, up 24.5% from $132.8 million in the prior-year quarter, with an operating margin of 17.1%, an increase of 100 basis points [6]. Brand Performance - HOKA brand sales increased 19.8% year over year to $653.1 million, exceeding the projected $609.7 million [7]. - UGG brand sales grew 18.9% to $265.1 million, surpassing the estimate of $238.5 million [7]. - Other brands, including Teva, AHNU, and Koolaburra, saw a decline of 19% year over year to $46.3 million, below the estimate of $52.6 million [7]. Sales Channels and Geography - Wholesale net sales increased 26.7% year over year to $652.4 million, while DTC net sales rose 0.5% to $312.2 million; however, DTC comparable net sales dipped 2.2% [8]. - Domestic net sales decreased 2.8% to $501.3 million, while international net sales surged 49.7% to $463.3 million [10]. Future Outlook - The company did not provide formal guidance for fiscal 2026 due to macroeconomic uncertainties but expects HOKA to remain its fastest-growing brand and international sales to outpace U.S. growth [2][12]. - Management anticipates a year-over-year decrease in gross margin due to elevated tariffs, increased promotions, and higher freight rates, partially offset by selective price increases [13]. - For Q2 fiscal 2026, DECK expects net sales between $1.38 billion and $1.42 billion, with HOKA projected to grow about 10% and UGG expected to increase in the mid-single digits [16]. - Earnings per share are anticipated to be between $1.50 and $1.55, compared to $1.59 in the prior-year period [18].
Turtle Beach Corporation to Report Second Quarter 2025 Financial Results on Thursday, August 7, 2025
Globenewswire· 2025-07-25 12:30
SAN DIEGO, July 25, 2025 (GLOBE NEWSWIRE) -- Turtle Beach Corporation (Nasdaq: TBCH) a leading gaming accessories brand, today announced it will report financial results for the second quarter 2025 on Thursday, August 7, 2025, after the close of trading on the Nasdaq Stock Market. The Company will also host a conference call and audio webcast at 4:30p.m. ET / 1:30p.m. PT that same day to review the results. The call will be hosted by Cris Keirn, Chief Executive Officer, and Mark Weinswig, Chief Financial Of ...
UNDER ARMOUR ANNOUNCES FIRST QUARTER FISCAL 2026 EARNINGS CONFERENCE CALL DATE
Prnewswire· 2025-07-25 12:30
BALTIMORE, July 25, 2025 /PRNewswire/ -- Under Armour, Inc. (NYSE: UA, UAA) will report its first quarter fiscal 2026 results for the period ended June 30, 2025, on Friday, August 8, 2025, at approximately 7:00 a.m. Eastern Time (ET). Following the release, the company will host a conference call and webcast at 8:30 a.m. ET to review its results and strategic progress.About Under Armour, Inc.Under Armour, Inc., headquartered in Baltimore, Maryland, is a leading inventor, marketer, and distributor of branded ...
Deckers(DECK) - 2026 Q1 - Earnings Call Transcript
2025-07-24 21:32
Deckers Outdoor (DECK) Q1 2026 Earnings Call July 24, 2025 04:30 PM ET Company ParticipantsErinn Kohler - Vice President of Investor Relations & Corporate PlanningStefano Caroti - CEO, President & DirectorSteven Fasching - CFOJay Sole - Managing DirectorRick Patel - Managing DirectorJohn Kernan - Managing DirectorConference Call ParticipantsLaurent Vasilescu - MD & Senior Equity AnalystAdrienne Yih - MD & Consumer Discretionary AnalystJonathan Komp - Senior Research AnalystSam poser - Equity AnalystOperator ...
Brunswick(BC) - 2025 Q2 - Earnings Call Transcript
2025-07-24 16:02
Brunswick (BC) Q2 2025 Earnings Call July 24, 2025 11:00 AM ET Company ParticipantsStephen Weiland - SVP & Deputy CFODavid Foulkes - Chairman, CEO & DirectorRyan Gwillim - EVP, CFO & Strategy OfficerJoseph Altobello - Managing DirectorConference Call ParticipantsJames Hardiman - Director - Leisure and Travel AnalystCraig Kennison - Director - Research Operations & Senior Research AnalystNoah Zatzkin - VP & Equity Research AnalystTristan Thomas-Martin - Leisure AnalystXian Siew - AnalystStephen Grambling - M ...
Morning Headlines Defy Expectations, but Pre-Markets Sell
ZACKS· 2025-07-24 15:41
Thursday, July 24, 2025Pre-market futures right now are split, but weakening. Understandable, as we have seen record high closes on the S&P 500 so far this year in double digits, mostly in just the past couple weeks. Profit-taking wouldn’t be the craziest idea anyone had from current levels, and considering the morning’s data remains strong, we don’t see anything else pushing market futures down.Only the tech-heavy (AI-trade-heavy) Nasdaq is in the green at this hour, +42 points, +0.18%. This itself is off ...
The 4 Dividend Stocks Smart Money Is Grabbing Right Now
MarketBeat· 2025-07-24 13:30
Bonds remain attractive in 2025 with the yield on the 10-year treasury running in the low-to-mid 4% range. However, as slow as the pace may be, the FOMC is on track to begin reducing interest rates this year and bring them back to a “normalized” level over time. That means a decline of approximately 2%, which is about half the current base rate, suggesting a similar decline in bond yields. The obvious workaround is high-yield stocks, and there have been few times as good as mid-2025 to buy them. Names like ...