Rocky Brands NASDAQ: RCKY reported second-quarter revenue growth of 12%, its strongest growth rate since 2022, as broad gains across its footwear portfolio and direct-to-consumer channels helped offset tariff-related cost pressures and uneven performance in certain brands.
Rocky Brands remains a buy despite recent share price underperformance and near-term margin compression from tariff headwinds. Revenue growth persists across segments, driven by strong retail and wholesale demand, especially in higher-margin rubber boot brands. Management expects tariff pressures to ease and targets gross margins above 40%, with 2024 revenue guidance of 6% growth over last year.
Rocky Brands, Inc. (RCKY) Q1 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1 | $39 | $48.84 | $9.84 | 25.23% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,149 | $31,172.37 | $54,520.05 | $23,347.68 | 74.9% |
| ARS Adelbert R. Sanchez Deprince Race & Zollo Inc | 107,298 | $2.67M | $5.05M | $2.38M | 89.35% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 132 | $4,048.37 | $6,498.36 | $2,449.99 | 60.52% |
Donna Rittershausen Koss-Olinger Consulting LLC | 6,330 | $109,952.1 | $311,119.5 | $201,167.4 | 182.96% |
| Textiles, Apparel & Luxury Goods Industry | Consumer Discretionary Sector | Jason S. Brooks CEO | NASDAQ (NGS) Exchange | 774515100 CUSIP |
| US Country | 2,200 Employees | 1 Sep 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.