Skechers tripped up in overnight trading as the trainer maker missed Wall Street forecasts in its latest quarter even though sales hit a new record. Revenue in the three months to end December rose to US$1.96 billion, with gross margin also hitting a record at 53.1%, driven by the direct-to-consumer segment, said David Weinberg, chief operating officer. International sales were especially strong in the quarter, said Weinberg, rising by 6.9% compared to a 4.4% rise overall. Total sales for the year hit US$8 ...

For the quarter ended December 2023, Skechers (SKX) reported revenue of $1.96 billion, up 4.4% over the same period last year. EPS came in at $0.56, compared to $0.48 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $2.02 billion, representing a surprise of -2.77%. The company delivered an EPS surprise of +7.69%, with the consensus EPS estimate being $0.52. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...

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 h ...

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 December 31, ...

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 th ...

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]