Skechers U.S.A., Inc. (SKX) delivered second-quarter 2024 results, with the top and bottom lines lagging the Zacks Consensus Estimate. Sales improved but earnings declined year over year. Challenges such as supply-chain disruptions, foreign currency headwinds, regulatory issues in India, and weakened consumer demand in China impacted the overall performance.However, the company continued to focus on product innovation, emphasizing comfort technologies and strategic partnerships. Comprehensive marketing effo ...

财务数据和关键指标变化 - 第二季度销售额创新高,达21.6亿美元,同比增长7.2% [8] - 毛利率为54.9%,同比提升220个基点 [8] - 每股收益为0.91美元,同比下降7.1% [48] - 宣布新的10亿美元股票回购计划 [9] 各条业务线数据和关键指标变化 - 批发销售增长5.5%,其中国内批发增长14% [25][26] - 直营销售增长9.2%,首次超过10亿美元 [26][35] - 国际直营销售增长15%,国内直营销售增长1.4% [35][36][37] 各个市场数据和关键指标变化 - 美洲地区销售增长7.2% [39] - 欧洲中东非洲(EMEA)地区销售增长14% [41] - 亚太地区(APAC)销售增长2.2%,其中中国销售增长3.4% [42][43] - 印度受监管政策影响销售受挫 [43] 公司战略和发展方向及行业竞争 - 持续投资于直营渠道、产品创新和基础设施建设 [30] - 推出新的足球和篮球业务,与多位运动员签约 [14-17][19-20] - 致力于成为"舒适科技公司",不断推出新的舒适技术 [11-12][18] - 与行业领先企业如Goodyear和John Deere合作 [12] 管理层对经营环境和未来前景的评论 - 尽管面临供应链、监管等挑战,但对长期发展前景保持乐观 [34][57] - 预计下半年业绩将好于初期预期 [54][55] - 目标在2026年实现100亿美元销售额 [31][54] 其他重要信息 - 第二季度开设71家直营店,关闭40家 [28][29] - 第三季度迄今新开13家直营店 [29] - 全年计划新开140-150家直营店 [29] - 库存总额为15.1亿美元,同比增长1.9% [49] 问答环节重要的提问和回答 问题1 **Jay Sole 提问** 询问提升销售和利润指引的原因 [60] **John Vandemore 回答** 主要由于批发订单量增加,以及欧洲供应链延迟导致的销售转移至下半年 [61][62] 问题2 **Laurent Vasilescu 提问** 询问毛利率指引 [75] **John Vandemore 回答** 预计下半年毛利率改善幅度将小于上半年,主要受运费上涨影响 [78][79] 问题3 **Peter McGoldrick 提问** 询问印度市场的情况 [81] **John Vandemore 回答** 正在增加当地生产并利用新的仓储中心来应对监管政策影响,长期看好印度市场 [82][83][84]

Skechers (SKX) reported $2.16 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 7.2%. EPS of $0.91 for the same period compares to $0.98 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.22 billion, representing a surprise of -2.75%. The company delivered an EPS surprise of -3.19%, with the consensus EPS estimate being $0.94.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street exp ...

Skechers (SKX) came out with quarterly earnings of $0.91 per share, missing the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.98 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -3.19%. A quarter ago, it was expected that this shoe company would post earnings of $1.10 per share when it actually produced earnings of $1.33, delivering a surprise of 20.91%.Over the last four quarters, the company has ...

销售业绩 - Skechers宣布2024年第二季度财务业绩，销售额达到21.6亿美元，同比增长7.2%[2] - 直销业务增长9.2%，批发业务增长5.5%[2] - 第二季度销售增长主要来自国际市场和国内市场，直销业务和批发业务均有增长[7] - Skechers U.S.A., Inc. 2024年第二季度销售额达到21.58亿美元，同比增长7.2%[27] - Skechers U.S.A., Inc. 2024年第二季度批发销售额为11.32亿美元，同比增长5.5%[28] - Skechers U.S.A., Inc. 2024年第二季度直销销售额为10.26亿美元，同比增长9.2%[29] - Skechers U.S.A., Inc. 2024年上半年批发销售额为25.54亿美元，同比增长7.9%[32] - Skechers U.S.A., Inc. 2024年上半年直销销售额为18.55亿美元，同比增长12.7%[33] - 2024年第二季度，公司总销售额为2157.6亿美元，较去年同期增长7.2%[37] - 2024年第二季度，国内销售额为1662.6亿美元，较去年同期增长7.8%[40] - 2024年第二季度，国际销售额为2746.6亿美元，较去年同期增长11.1%[41] - 2024年第二季度，亚太地区销售额为1168.6亿美元，较去年同期增长8.8%[43] - 2024年上半年，公司总销售额为4409.2亿美元，较去年同期增长11.0%[48] 财务状况 - 每股稀释收益为0.91美元[2] - 公司董事会授权了10亿美元的股票回购计划[2] - 公司现金及投资总额为15.5亿美元，库存为15.1亿美元[19] - 公司董事会授权了10亿美元的股票回购计划，有效期至2027年[20] - 毛利率为54.9%，较去年同期提高了220个基点，主要受益于单位成本降低[10] - 运营费用增加16.0%，销售费用和一般管理费用均有所增加[11] - 净利润为1.403亿美元，每股稀释收益为0.91美元，较去年同期有所下降[12] - 2024年第二季度，公司净利润为140.3亿美元，较去年同期下降1.8%[46] - 2024年上半年，公司净利润为346.9亿美元，较去年同期增长15.6%[48]

As Skechers U.S.A., Inc. (SKX) gears up to unveil its second-quarter 2024 earnings results on Jul 25 after market close, investors are eager to gauge the company's performance. Known for its innovative footwear and strong brand presence, Skechers has been navigating through changing market dynamics and evolving consumer preferences.The company is expected to register an increase in the top line, with the Zacks Consensus Estimate for revenues standing at $2,215 million, which indicates a notable 10% improvem ...

Wall Street analysts expect Skechers (SKX) to post quarterly earnings of $0.92 per share in its upcoming report, which indicates a year-over-year decline of 6.1%. Revenues are expected to be $2.21 billion, up 10% from the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Before a company announces its earnings, it is ess ...

Skechers (SKX) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this shoe company have returned -10.8%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Shoes and Retail Apparel industry, which Skechers falls in, has lost 20.3%. The key question now is: What could be the stock's future direction?Although media re ...

EU and UK territories added to longtime licensing and distribution partnership NEW YORK, July 16, 2024 /PRNewswire/ -- United Legwear & Apparel Co., LLC (ULAC), a New York-based global designer, manufacturer, and distributor of legwear, apparel, and accessories, has announced an expansion of their 20-year licensing partnership with global lifestyle and performance footwear and apparel brand Skechers to include distribution in the European Union and the United Kingdom. The license will be managed in these tw ...

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