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X @The Wall Street Journal
The Wall Street Journal· 2025-08-05 14:02
The inside story of SeaVees, Jack Purcells and P.F. Flyers, a trio of inexpensive sneaker makers founded by a tire company.đź”—: https://t.co/58hfEhVBes https://t.co/tYaZpYxIUV ...
Wolverine Launches Best Boots in 142-Year History with Wolverine Infinity System™
Prnewswire· 2025-08-05 13:10
Integrated into modern, jobsite-ready silhouettes like the Alpha and the Rancher, the Wolverine Infinity System™ combines three of Wolverine's top technologies: the Wolverine Infinity Frame™, the EnergyBound™ midsole and the DuraShocks® outsole, as well as Wolverine's HyperRest™ performance comfort footbed. The boots are available now in both soft- and safety-toe models at retailers nationwide and on wolverine.com with prices starting at $174.95. ABOUT WOLVERINE Wolverine, America's leading work boot brand, ...
Allbirds Commemorates a Decade of Comfort, Style and Sustainable Design with New Wool Runner NZ
Globenewswire· 2025-08-05 13:00
Core Insights - Allbirds celebrates the 10th anniversary of its iconic Wool Runner by launching the Wool Runner NZ, a modern reinterpretation of the original shoe that emphasizes comfort, design, and sustainability [1][3][8] Company Background - Allbirds was founded in 2015, with the Wool Runner being its first product, which gained popularity through a successful Kickstarter campaign [2][10] - The brand focuses on using natural materials, such as Merino wool, tree fiber, and sugarcane, to create comfortable footwear [10] Product Details - The Wool Runner NZ features a wool-blend upper and a new dual-density insole called Allbirds Featherbed™, designed for enhanced comfort [4][5] - The shoe maintains a minimalist design while incorporating sophisticated details like updated eyelet construction and concentric outsole design [6] - It will be available in full and half sizes for both men and women, retailing at $110 USD starting August 5, 2025 [9] Design Philosophy - The redesign was led by Chief Design Officer Adrian Nyman, focusing on blending iconic comfort with refined simplicity and sustainable materials [3][5] - The "NZ" in the product name pays tribute to Allbirds' origins in New Zealand, where the brand was founded by Tim Brown and Joey Zwillinger [7] Marketing and Future Plans - In conjunction with the product launch, Allbirds is enhancing its e-commerce experience and rolling out advertisements in major cities like New York and San Francisco [8] - The company aims to continue its commitment to sustainability and innovation as it moves into the next decade [8]
Is Deckers' Wholesale Channel the Key Driver of Its Growth Momentum?
ZACKS· 2025-08-04 17:21
Core Insights - Deckers Outdoor Corporation (DECK) reported a strong performance in its wholesale business for Q1 fiscal 2026, with wholesale net sales increasing 26.7% year over year to $652.4 million, primarily driven by the HOKA and UGG brands [1][10]. Wholesale Performance - HOKA's wholesale revenues rose 30%, supported by robust sell-in, expanded distribution, and strong reorders, particularly in EMEA and APAC regions [2][10]. - UGG's wholesale revenues also increased by 30% year over year, with notable gains in both domestic and international markets, especially in EMEA and China, due to early fulfillment of fall orders and inventory replenishment [3][10]. - Throughout Q1, sell-through outpaced sell-in across wholesale accounts, indicating effective inventory management and healthy consumer demand [4]. Market Dynamics - The wholesale channel is expected to grow faster than the direct-to-consumer (DTC) channel, driven by evolving consumer preferences for in-person retail experiences and strong partner engagement [5]. - Deckers' ability to align wholesale execution with market demand positions the business for continued momentum through the fiscal year [5]. Competitive Landscape - Key competitors in the wholesale channel include Steven Madden, Ltd. (SHOO) and Urban Outfitters Inc. (URBN) [6]. - Steven Madden's wholesale channel reported a decline of 6.4% year over year, impacted by order cancellations and shipment delays, with a gross margin decrease to 31% [7]. - Urban Outfitters' wholesale channel achieved a 24% revenue increase in Q1 fiscal 2026, driven by strong full-price sales and improved profitability [8]. Valuation and Estimates - Deckers trades at a forward price-to-earnings ratio of 16.05X, below the industry average of 17.43X, with a Value Score of A [12]. - The Zacks Consensus Estimate for DECK's fiscal 2026 earnings implies a year-over-year decline of 1.1%, while fiscal 2027 indicates an uptick of 8.3% [13].
Cable One (CABO) Lags Q2 Earnings Estimates
ZACKS· 2025-07-31 23:16
Company Performance - Cable One reported quarterly earnings of $3.23 per share, missing the Zacks Consensus Estimate of $8.23 per share, and down from $8.16 per share a year ago, representing an earnings surprise of -60.75% [1] - The company posted revenues of $381.07 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.08%, but down from $394.46 million year-over-year [2] - Over the last four quarters, Cable One has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance - Cable One shares have lost about 63.4% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current status of estimate revisions translates into a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $8.67 on revenues of $380.86 million, and for the current fiscal year, it is $30.00 on revenues of $1.52 billion [7] - The outlook for the industry can materially impact the stock's performance, with the Cable Television industry currently in the bottom 9% of over 250 Zacks industries [8]
Steven Madden: Tariffs Aren't The Only Issue
Seeking Alpha· 2025-07-31 12:00
Company Performance - Steven Madden, Ltd. (SHOO) reported a sharp revenue decline in Q2, leading to a decrease in profitability and a drop in stock price [1] - The footwear company's performance has raised concerns among investors regarding its financial health [1] Market Reaction - The stock experienced a decline on the day of the earnings report, reflecting market apprehension about the company's future prospects [1]
Rocky Brands Q2: Thriving In Tariff Turmoil
Seeking Alpha· 2025-07-30 19:21
Core Insights - Rocky Brands, Inc. (NASDAQ: RCKY) reported strong Q2 results, leading to a significant increase in stock price [1] - The company demonstrated robust sales momentum during the quarter, positively impacting earnings [1] - Rocky Brands raised its earnings guidance for 2025, indicating confidence in future performance [1] Financial Performance - The Q2 results showcased strong sales growth, contributing to improved earnings figures [1] - The company's ability to raise guidance for 2025 reflects a positive outlook based on current performance trends [1]
Skechers is making kids' shoes with a hidden AirTag compartment
TechCrunch· 2025-07-30 15:13
Skechers introduced a line of kids' sneakers that contain a hidden compartment where parents can slip in an Apple AirTag. Inside the heel of the shoe, a small insert can be lifted to reveal the compartment. Then, parents can track the location of their child — or, at least their child's shoes. These shoes don't come with an AirTag, and they don't appear to be an actual collaboration with Apple, but rather, a third-party product that Skechers has developed on its own. The shoes were announced in mid-July to ...
Wolverine World Wide (WWW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-30 15:07
Core Viewpoint - Wolverine World Wide is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to show earnings of $0.22 per share, reflecting a +46.7% change year-over-year, and revenues of $446.48 million, which is a 5% increase from the previous year [3]. - The consensus EPS estimate has been revised 4.12% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP of +5.75% indicates a likelihood of Wolverine beating the consensus EPS estimate, supported by a Zacks Rank of 2 [12]. - Historical performance shows Wolverine has beaten consensus EPS estimates in the last four quarters, with a notable surprise of +63.64% in the last reported quarter [13][14]. Market Reaction Factors - The actual stock movement will depend on how the earnings report compares to expectations, with management's discussion during the earnings call playing a significant role in shaping future earnings expectations [2][15]. - While an earnings beat can positively influence stock prices, other factors may also affect market reactions, making it essential to consider broader market conditions [15][17].
Wolverine World Wide: Good Q2 Sales Outlook Isn't Enough
Seeking Alpha· 2025-07-29 18:19
Company Overview - Wolverine World Wide, Inc. (NYSE: WWW) is set to report its Q2 results on August 6th in post-market hours [1] - The company is expected to demonstrate strong brand momentum, particularly with its Merrell and Saucony brands [1] Investment Insights - The investment philosophy focuses on identifying mispriced securities by understanding the financial drivers of a company, often revealed through a DCF model valuation [1] - This approach allows for a flexible investment strategy that encompasses various stock prospects, assessing the risk-to-reward ratio [1]