业绩总结 - Skechers在2023年实现了新的年销售额纪录，达到80亿美元，较去年增加了5.56亿美元[7] - 第四季度毛利率为53.1%，较去年同期提高了470个基点[35] - 营运利润为1.303亿美元，较去年同期增长了50%，营运利润率为6.6%，较去年同期提高了2个百分点[38] - 第四季度每股收益为0.56美元，较去年同期增长了17%[39] - 预计2024年销售额将达到86亿至88亿美元，每股净收益将达到3.65至3.85美元[45] 用户数据 - 直接消费者部门的销售增长了20%，首次超过总销售额的50%[15] - 公司在2023年全球范围内开设了217家第三方门店[21] - 公司的库存量同比减少了16%[23] - 中国市场销售增长了22%，全年增长了15%[62],[63] 未来展望 - 公司预计新的巴拿马配送中心将在本季度投入运营[24] - 公司目标是实现两位数的营运利润率，目前距离目标仅有200个基点的差距[80] - 公司计划在2024年和2025年进一步扩大足球和篮球市场[109] 新产品和新技术研发 - 公司在2024年全球范围内开设140至160家自营门店[22] - 公司计划在2024年开设160家新门店，但具体数量可能会因机会而有所增减[88] 市场扩张和并购 - 公司在孟买和不列颠哥伦比亚新开了两个配送中心[23] - 公司在美国市场主要关注大型门店，同时也在全球推广全渠道解决方案[91] 负面信息 - 公司预计国内批发业务下降10%，而不是14%[56] - 由于红海问题，货运时间延长，船只出港次数减少[104] 其他新策略和有价值的信息 - 公司全球自营门店数量已超过5,160家，未来门店数量预计将远超过目前水平[90] - 公司对Skechers库存在批发合作伙伴那里感到非常满意，认为有机会推动新的科技产品[128]

Skechers (SKX) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.69%. A quarter ago, it was expected that this shoe company would post earnings of $0.78 per share when it actually produced earnings of $0.93, delivering a surprise of 19.23%.Over the last four quarters, the company has ...

销售情况 - Skechers USA Inc.第四季度销售不及预期，股价下跌10.8%[1] - 公司报告第四季度营收为19.6亿美元，同比增长4.4%，净利润为8720万美元，每股盈利56美分[2] - 调整后，每股盈利为48美分，低于FactSet调查的55美分，销售额也低于预期的20.3亿美元[3] - 公司的批发销售下降8%，亚太地区销售增长15%，美洲增长3%，欧洲、中东和非洲下降7%[4] - Skechers预计第一季度销售额在21.75亿美元至22.25亿美元之间，每股盈利在1.05美元至1.10美元之间，全年销售额在86亿美元至88亿美元之间，每股盈利在3.65美元至3.85美元之间[5] 股价表现 - Skechers股价过去52周上涨29.3%，高于标普500指数的17.4%[6]

LOS ANGELES--(BUSINESS WIRE)--Skechers U.S.A., Inc. (“Skechers” or the “Company”) (NYSE:SKX), The Comfort Technology Company™ and a global footwear leader, today announced financial results for the fourth quarter and full year ended December 31, 2023. 2023 Highlights Record annual sales of $8.00 billion, a year-over-year increase of 7.5% Direct-to-Consumer sales grew 24.3% Diluted earnings per share of $3.49, a year-over-year increase of 46.6% Inventory decrease of $292.6 million or 16.1% from De ...

Skechers U.S.A., Inc. (SKX) is likely to register top-line growth when it reports fourth-quarter 2023 earnings on Feb 2, after market close. The Zacks Consensus Estimate for quarterly revenues is pegged at $2,013 million, indicating a rise of 7.2% from the prior-year quarter’s reported figure.The consensus estimate for fourth-quarter earnings per share is pegged at 52 cents, suggesting an increase of 8.3% from the year-ago period’s actual. This estimate has been increased by a couple of cents over the past ...

Wall Street analysts forecast that Skechers (SKX) will report quarterly earnings of $0.52 per share in its upcoming release, pointing to a year-over-year increase of 8.3%. It is anticipated that revenues will amount to $2.01 billion, exhibiting an increase of 7.2% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 1.9% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed the ...

Skechers市场创新和适应性 - Skechers通过进入运动类别和战略联盟展示了对市场创新和适应性的承诺[1] - 公司致力于利用对舒适科技产品需求的增长，确立Skechers作为消费者首选品牌的战略愿景清晰[2] Skechers与Snoop Dogg合作系列 - Skechers在北美、欧洲和其他关键地区推出三个与Snoop Dogg合作的系列，以增强其市场影响力[4]

Zacks Style Scores - Zacks Premium提供多种方式帮助投资者更加自信地投资[1] - Zacks Style Scores是一组辅助指标，帮助投资者挑选未来30天内市场表现最佳的股票[4] - Style Scores分为价值评分、成长评分、动量评分和VGM评分四个类别[6][7][8][9] Zacks Rank - Zacks Rank利用盈利预期修订来评估股票，具有较高成功率[10][11] - Style Scores与Zacks Rank结合使用，选择具有Zacks Rank 1或2且Style Scores为A或B的股票可获得最高成功概率[14] Skechers (SKX) - Skechers (SKX)是一家总部位于加州曼哈顿海滩的鞋类公司，具有Zacks Rank 2和VGM评分A[17][18] - SKX具有较高的价值评分B和盈利预期修订，应该在投资者的关注列表中[19][20][21]

LOS ANGELES--(BUSINESS WIRE)--Pet lovers, give a round of paws for the two talented winners of Skechers’ Paws for a Cause Design Scholarship! The brand is awarding Southern California juniors Teeny Nadeau of Cal State Fullerton and Maki Shigetani of USC with tuition funds and corporate mentorships, and will produce their creative animal prints on a key BOBS from Skechers® style as part of a limited-edition collection in June 2024. Both winners’ patterns were inspired by personal experiences with their ad ...

投资估值观点 - 投资者对于公司估值对股票购买决策的影响持有不同看法[1] - 公司估值可分为三类：高得离谱的估值应该避免购买，中等估值可能引发强烈意见，便宜的估值可能是投资机会[2] Williams-Sonoma公司分析 - Williams-Sonoma是一家高端家居用品公司，尽管面临一些压力，但长期增长前景良好，目前股价被低估[4][5][6][7][8][9] Skechers公司分析 - Skechers是一家预算运动服装和鞋类公司，品牌定位独特，销售增长强劲，股价被低估，是一个值得购买的股票[10][11][12][13][14][15]