Skechers U.S.A., Inc. (SKX) shares have surged 26% over the past year, significantly outperforming the Zacks Shoes and Retail Apparel industry’s decline of 11.6%. The company responds to shifting consumer preferences by investing in omnichannel capabilities and infrastructure, and expanding its global market reach, leading to substantial growth in both its wholesale and direct-to-consumer (DTC) segments.This approach, along with SKX’s commitment to innovation in product development and a keen focus on inter ...

销售业绩 - 公司第三季度销售额创下历史新高,达到23.48亿美元,同比增长15.9%[55] - 批发业务销售额增长20.6%,其中美洲地区增长21.6%,欧洲中东非洲地区增长30.9%,亚太地区增长5.1%[64] - 直营业务销售额增长9.6%,其中欧洲中东非洲地区增长28.0%,亚太地区增长10.0%,美洲地区增长5.0%[65] - 销售额增加7.18亿美元，同比增长11.9%，达到67.57亿美元[66] - 批发销售额增加4.28亿美元，同比增长12.1%[68] - 直营销售额增加2.90亿美元，同比增长11.6%[69] 盈利能力 - 毛利率为52.1%,同比下降80个基点,主要由于平均售价下降导致[60] - 毛利率提升160个基点至53.1%，主要由于单位成本下降，运费成本下降[66] - 营业费用占销售额的比重为42.2%,同比下降30个基点[61] - 营业费用增加3.94亿美元，同比增长16.0%，占销售额的42.2%[66] - 净利润为19.32亿美元,同比增长32.9%[58] - 所得税费用和有效税率分别为1.33亿美元和17.8%[67] 现金流与财务状况 - 经营活动产生的现金流量净额为4.55亿美元，较上年同期减少4.64亿美元[68] - 公司保持强劲的财务状况和充足的流动性,有信心实现2026年100亿美元销售目标[57] - 公司于2024年10月18日将6.35亿美元的海外收益汇回美国，用于支持日常营运资金需求[68] - 公司授权新的10亿美元股票回购计划，有效期至2027年7月25日[72] - 公司启动了新的30亿美元股票回购计划[55] 产品创新 - 公司推出了Skechers x John Deere联名系列产品,以及Skechers Football和Skechers Basketball系列新品[55] 其他收益 - 其他收益增加250万美元，主要由于利息收入增加[66]

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which look ...

文章核心观点 - Skechers USA (SKX)股价在本季度下跌8.2%,导致其年初至今的收益率为零 [1] - 但SKX股价目前正处于历史性看涨趋势线附近,这可能意味着未来有反弹机会 [2] 公司情况总结 - SKX股价从6月12日的历史高点75.09美元下跌至目前的61.59美元 [1] - 短期内SKX股价已跌至其320日移动平均线一个标准差以内,过去3年类似信号出现后1个月内股价平均上涨11.1% [2] - 如果SKX股价出现类似涨幅,将使其季度收益率重新转正,并超过年初的收支平衡点 [2] - SKX的期权价格相对便宜,因为其历史波动率倾向于超出市场预期 [3] 行业情况总结 - SKX的空头头寸在最近一个报告期内增加了11.3%,目前占总流通股的43%,需要3天才能全部平仓 [2]

Did you analyze how Skechers (SKX) fared in its international operations for the quarter ending September 2024? Given the widespread global presence of this shoe company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities. In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great ...

Skechers U.S.A., Inc. (NYSE: SKX ) released its Q3 2024 results , with a growth of 16%, and is expecting a good holiday season. Growth was well distributed across regions, except for a challenged China, a muted DTC inLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive ...

Skechers U.S.A., Inc. (NYSE: SKX ), the footwear company, reported its Q3 results on the 24th of October after the market close. The results came with strong growth despite weak market conditions, and profitability stayedI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a ...

Key Takeaways Skechers' third-quarter profit and sales topped estimates as demand for its shoes boosted revenue to a record high. International sales were up 16.4% from a year ago, and domestic sales added 15.3%. Skechers lifted its full-year outlook for revenue and earnings per share. Skechers (SKX) on Friday reported better-than-expected quarterly results and raised its outlook for the year. The footwear company posted third-quarter earnings per share of $1.26, with revenue up 15.9% year-on-year to a quar ...

For the quarter ended September 2024, Skechers (SKX) reported revenue of $2.35 billion, up 15.9% over the same period last year. EPS came in at $1.26, compared to $0.93 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.32 billion, representing a surprise of +1.30%. The company delivered an EPS surprise of +9.57%, with the consensus EPS estimate being $1.15.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...

财务数据和关键指标变化 - 第三季度销售额达到23.5亿美元，同比增长16%，增加了3.23亿美元 [5][16] - 每股收益为1.26美元，同比增长35% [5][22] - 毛利率为52.1%，较去年下降80个基点 [21] 各条业务线数据和关键指标变化 - 批发业务增长21%，国内增长26%，国际增长18% [12][19] - 直接面向消费者的销售增长9.6%，国际增长14%，国内增长3.7% [13][18] 各个市场数据和关键指标变化 - 国际销售增长16%，占总销售的61% [10] - 欧洲、中东和非洲（EMEA）地区销售增长30% [20][75] - 亚太地区销售增长7.4%，中国市场销售同比下降5.7% [10][17] 公司战略和发展方向和行业竞争 - 公司专注于提升产品线，增强需求创造和全球运营能力 [15][26] - 在印度市场，继续推进本地采购战略，预计将带来长期增长 [11][63] 管理层对经营环境和未来前景的评论 - 管理层对中国市场的宏观经济压力表示关注，但对长期机会持乐观态度 [17][82] - 对于未来的销售指导，预计2024年销售额在89.25亿到89.75亿美元之间 [24] 其他重要信息 - 公司在全球范围内拥有5,332家Skechers品牌店，其中1,743家为公司自营店 [14] - 第三季度资本支出为1.139亿美元，主要用于新店开设和提升直接面向消费者的技术 [23] 问答环节所有提问和回答 问题: 关于国内批发增长的驱动因素 - 管理层指出，国内批发市场的增长主要得益于客户的库存管理改善和对舒适技术产品的接受度提高 [28][29] 问题: 关于印度市场的未来增长潜力 - 管理层强调印度市场是公司战略的重点，过去几年增长显著，未来仍有很大潜力 [30][31] 问题: 关于中国市场的销售预期 - 管理层表示，中国市场的销售低于预期主要是受到宏观经济条件的影响 [17][82] 问题: 关于毛利率的变化 - 管理层提到，毛利率的下降主要是由于促销活动的增加和运输成本的上升 [21][39] 问题: 关于库存状况 - 管理层表示，整体库存状况良好，尽管中国市场的库存水平较高，但可以灵活调配 [76][79]