Rocky Brands, Inc. (RCKY) Q1 2026 Earnings Call Transcript
Rocky Brands, Inc. reported strong Q4 '25 results with 9% revenue growth and expanding operating income, driven by harsh winter demand. Despite retail sales surging 30% and now comprising 40% of revenues, gross margins remained flat, highlighting profitability challenges. Adjusted OpEx rose 18% due to higher marketing and logistics costs, causing adjusted operating profits to decline 22% year-over-year.
Rocky Brands, Inc. delivered a strong Q4 2025, with revenue up 9.1% to $139.7M and EPS exceeding expectations. The retail segment, led by XTRATUF, drove growth; e-commerce and licensed products boosted brand momentum. Despite tariff headwinds, RCKY projects 2026 revenue growth of 6% and low-teens EPS growth, supporting management's optimism.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,149 | $31,172.37 | $47,315.82 | $16,143.45 | 51.79% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 132 | $4,048.37 | $5,427.22 | $1,378.85 | 34.06% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 21,637 | $375,834.69 | $891,011.66 | $515,176.97 | 137.08% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 11,774 | $463,240.12 | $486,737.16 | $23,497.04 | 5.07% |
Joseph Castro Nuveen LLC | 51,573 | $1.41M | $2.12M | $705,562.54 | 50.05% |
| Textiles, Apparel & Luxury Goods Industry | Consumer Discretionary Sector | Jason S. Brooks CEO | NASDAQ (NGS) Exchange | 774515100 CUSIP |
| US Country | 2,530 Employees | 1 Jun 2026 Last Dividend | - Last Split | 3 Feb 1993 IPO Date |
Rocky Brands, Inc., originally known as William Brooks Shoe Co., is a prominent enterprise that has been contributing to the footwear and apparel market since its inception in 1932. Based in Nelsonville, Ohio, the company has carved a niche for itself in both the national and international markets. Its business operations are segmented into Wholesale, Retail, and Contract Manufacturing, through which it offers a wide range of products. Rocky Brands is not just limited to a conventional consumer base; it extends its product offerings to various sectors including outdoor enthusiasts, industrial and construction workers, hospitality workers, military personnel, and more. The versatility and breadth of its product lines, combined with a multifaceted distribution network, underscore the company’s commitment to quality, innovation, and customer service.
Rocky Brands, Inc. has developed a diversified portfolio to cater to myriad customer needs across different sectors. Here's a breakdown of its key offerings:
The company’s brand portfolio includes well-known names like Rocky, Georgia Boot, Durango, Lehigh, Muck, XTRATUF, Servus, Ranger, and Michelin. This broad range of brands allows Rocky Brands, Inc. to cater to diverse markets, including commercial military gear, outdoor sports, and safety footwear, among others.