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STUART WEITZMAN EXPANDS "STUART WEITZMAN NEW YORK" WITH NEW MEN'S CAMPAIGN
Prnewswire· 2026-01-13 15:30
A continuation of its ode to New York City, the campaign emphasizes the brand's focus on elevated loafers and lace-ups for the metropolitan professional man NEW YORK, Jan. 13, 2026 /PRNewswire/ -- Global luxury footwear brand Stuart Weitzman, a lead brand in the Caleres (NYSE: CAL) portfolio, unveils the next chapter of "Stuart Weitzman New York" with its new men's campaign. The campaign marks a continuation of the brand's ode to its hometown of New York City and the high achievers who thrive in its chaos a ...
Genesco Rallies on Holiday Sales Strength and Higher FY26 View
ZACKS· 2026-01-13 14:00
Key Takeaways Genesco reported a 9% rise in comparable sales for Q4-to-date ended Dec. 27, 2025.Journeys Group drove growth with a 12% sales jump; Schuh gained 6%, and Johnston & Murphy rose 1%.GCO raised FY26 EPS view to at least $1.30, up from prior $0.95, after strong holiday season results.Shares of Genesco Inc. (GCO) jumped 8.1% during yesterday’s trading session, following an impressive holiday season performance. This footwear, apparel and accessories retailer reported a solid 9% increase in comparab ...
Rocky Brands(RCKY) - 2026 FY - Earnings Call Transcript
2026-01-12 20:32
Rocky Brands (NasdaqGS:RCKY) FY 2026 Conference January 12, 2026 02:30 PM ET Company ParticipantsThomas Robertson - CFO and COOJason Brooks - President and CEOConference Call ParticipantsJonathan Komp - Senior Research AnalystJonathan KompLet's get started here. I'm Jonathan Komp, a senior analyst from Baird. Very pleased to host Rocky Brands today. You may know Rocky as a company with more than 90 years of operating history and a leading designer, manufacturer, marketer of rugged boots and outdoor gear. A ...
Rocky Brands(RCKY) - 2026 FY - Earnings Call Transcript
2026-01-12 20:32
Rocky Brands (NasdaqGS:RCKY) FY 2026 Conference January 12, 2026 02:30 PM ET Company ParticipantsThomas Robertson - CFO and COOJason Brooks - President and CEOConference Call ParticipantsJonathan Komp - Senior Research AnalystJonathan KompLet's get started here. I'm Jonathan Komp, a Senior Analyst from Baird. Very pleased to host Rocky Brands today. You may know Rocky as a company with more than 90 years of operating history and a leading designer, manufacturer, marketer of rugged boots and outdoor gear. A ...
Rocky Brands(RCKY) - 2026 FY - Earnings Call Transcript
2026-01-12 20:30
Rocky Brands (NasdaqGS:RCKY) FY 2026 Conference January 12, 2026 02:30 PM ET Speaker1Let's get started here. I'm Jonathan Komp, a senior analyst from Baird. Very pleased to host Rocky Brands today. You may know Rocky as a company with more than 90 years of operating history and a leading designer, manufacturer, marketer of rugged boots and outdoor gear. A couple of household names in the portfolio you may know: Rocky Boots, Georgia Boots, Durango, more recently the Original Muck Boot brand, as well as XTRAT ...
Momentum at Birkenstock, Genesco Suggests Good Holiday Selling Season
Yahoo Finance· 2026-01-12 17:23
Earnings season is just a few weeks away and Birkenstock Holding plc and Genesco Inc. on Monday each provided quarterly updates. Birkenstock said for the fiscal first quarter 2026 ended Dec. 31, 2025, revenue is expected to be 402 million euros, representing year-over-year growth of 11.1 percent on a reported basis and up 17.8 percent in constant currency. More from WWD Full financial results will be disclosed on Feb. 12, 2026. The company will also hold an investor day on Jan. 28. When Birkenstock post ...
Genesco(GCO) - 2025 FY - Earnings Call Transcript
2026-01-12 15:30
Financial Data and Key Metrics Changes - The company reported a 9% comparable sales increase, building on a 10% increase from the previous year, indicating strong momentum in sales performance [11][12] - Online sales rebounded with a 9% increase, while store sales also performed well with a 10% increase [11][12] - The company anticipates capturing margin improvements in the upcoming year despite ongoing tariff pressures [38][39] Business Line Data and Key Metrics Changes - Journeys achieved a 12% comparable sales increase, following a 14% increase last year, driven by strong full-price selling and a successful assortment [12][13] - Johnston & Murphy also reported positive comparable sales, with apparel being a standout category [13][30] - The schuh business in the U.K. saw a 6% increase in comparable sales, although it faced a more promotional environment [12][24] Market Data and Key Metrics Changes - The consumer environment is characterized by volatility, with demand concentrating around key shopping moments, leading to a well-educated consumer base that is selective in purchasing [7][9] - Price increases have been accepted by consumers, who are now more discerning about their purchases [9][10] Company Strategy and Development Direction - The company is focused on serving the underserved teen market, particularly through Journeys, by enhancing product assortment and brand relationships [18][20] - A strategic growth plan has been implemented to improve customer experience and store aesthetics, with the rollout of the 4.0 store model expected to drive sustainable growth [19][23] - The formation of the Journeys Global Retail Group aims to leverage insights across markets to better serve the teen demographic [28][29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the business momentum and earnings potential, particularly within Journeys, while acknowledging challenges in the U.K. market [44] - There is a focus on optimizing the store fleet and improving profitability, with expectations of meaningful earnings growth despite some anticipated sales declines [39][41] Other Important Information - The collaboration with Peyton Manning is expected to enhance brand awareness and drive traffic to stores and online platforms [32][34] - The company plans to maintain capital expenditures around $55 million to $60 million, with potential increases to support the 4.0 store rollout [41] Q&A Session Summary Question: How is the consumer environment affecting business operations? - Management noted that consumers are stretched and selective, with a focus on newness and freshness driving shopping behavior [7] Question: What were the key drivers of the holiday sales performance? - The holiday results exceeded expectations, with strong online and store sales, particularly in the Journeys segment [11][12] Question: What is the outlook for margins and profitability? - Management expects to recapture some margin improvements next year, despite ongoing tariff pressures and a timing gap in product licensing [38][39] Question: Can you elaborate on the schuh business and its turnaround strategy? - The schuh business is undergoing a reset, focusing on better serving the U.K. market and optimizing the store portfolio [24][26]
EXCLUSIVE: Vivaia Taps Alan Buanne for Creative Director Role Amid Store Opening Blitz
Yahoo Finance· 2026-01-12 14:46
Core Insights - Vivaia has appointed Alan Buanne as the new creative director to enhance the brand's product development and global image, focusing on how footwear supports women's overall well-being [1][2][4] - Buanne's role will involve storytelling that resonates with modern women, emphasizing their culture and values, while also exploring partnerships to communicate the brand's mission more effectively [2][4] - The brand plans to expand its global presence, aiming for 130 stores by 2026, with a significant focus on the U.S. market [5][6] Group 1: Leadership and Vision - Alan Buanne is tasked with advancing Vivaia's product thinking beyond aesthetics, focusing on support and inclusivity for women of various skin tones [1] - Buanne aims to build on the brand's existing loyalty and address the specific needs of women in their forties and beyond, reflecting a shift in consumer intent [4] Group 2: Brand Expansion and Market Strategy - Vivaia surpassed 75 stores globally in 2025, with offline performance doubling year-over-year, indicating strong growth [5] - The company plans to open 10 additional locations in key U.S. states, including New York, New Jersey, California, and Florida, based on consumer demand and shopping preferences [6][7]
Birkenstock expects quarterly revenue below expectations amid tariff pressures
Reuters· 2026-01-12 11:59
Group 1 - Birkenstock reported first-quarter preliminary revenue below Wall Street expectations [1] - Consumer spending on non-essential items has become more cautious due to rising economic uncertainty [1]
Birkenstock Announces Preliminary Fiscal First Quarter (Ended December 31, 2025) Revenue Of €402 Million, Growth Of 17.8% In Constant Currency; Report Date And Conference Call
Accessnewswire· 2026-01-12 11:50
Core Insights - Birkenstock Holding plc expects fiscal first quarter 2026 revenue of €402 million, reflecting an 11.1% year-over-year growth on a reported basis and 17.8% in constant currency, primarily influenced by the depreciation of the US Dollar against the Euro [1] Financial Performance - The company will report its full fiscal first quarter financial results on February 12, 2026, before the US market opens, followed by a conference call and live webcast at 8:00 a.m. Eastern Time [2] Company Overview - Birkenstock Holding plc is the parent company of Birkenstock Group B.V. & Co. KG, committed to promoting proper foot health and rooted in a shoemaking tradition dating back to 1774, offering a range of products from footwear to natural cosmetics [3]