Rocky Brands Inc. (RCKY)
Rocky Brands Q2 Earnings Call Highlights
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 Continues To March In The Right Direction
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
Rocky Brands, Inc. (RCKY) Q1 2026 Earnings Call Transcript
Rocky Brands Sells More But Generates Less Profit Because Of Ecommerce Deleverage
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 Starts 2026 Off On The Right Foot
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.
Rocky Brands, Inc. (RCKY) Q4 2025 Earnings Call Transcript
Rocky Brands, Inc. (RCKY) Q4 2025 Earnings Call Transcript
Rocky Brands Is Still Performing, But Q4 Will Definitely Show Tariff Impacts
Rocky Brands, Inc. delivered strong Q3 '25 results, with broad-based revenue growth and significant gross margin expansion, especially in Muck and XTRATUF brands. RCKY's gross margin gains are largely due to price increases and FIFO accounting, but these benefits are expected to reverse in Q4 '25 due to tariffs. Despite positive brand momentum and debt reduction, concerns remain over tariff impacts, slow inventory turnover, and reliance on pricing rather than volume growth.
Rocky Brands, Inc. (RCKY) Q3 2025 Earnings Call Transcript
Rocky Brands, Inc. (NASDAQ:RCKY ) Q3 2025 Earnings Call October 28, 2025 4:30 PM EDT Company Participants Jason Brooks - Chairman, CEO & President Thomas Robertson - COO, CFO & Treasurer Conference Call Participants Cody McAlester Janine Hoffman Stichter - BTIG, LLC, Research Division Jonathan Komp - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and thank you for standing by.
Rocky Brands Is A Compelling Play
Rocky Brands is upgraded from 'hold' to 'buy' as operational improvements and growth prospects emerge. RCKY's retail segment is thriving, with strong e-commerce and brand momentum, offsetting wholesale challenges and driving revenue growth. Management is mitigating tariff impacts through strategic sourcing, cost controls, and price increases, positioning RCKY competitively.
Rocky Brands Q2: Thriving In Tariff Turmoil
Rocky Brands reported strong sales momentum in Q2, carrying onto profitability through sales leverage and improved full-price selling. More impressively, Rocky raised the 2025 guidance despite a turbulent operating environment. The company's manufacturing facilities gain a competitive advantage from tariffs. Despite the stock's post-report surge, I believe RCKY to remain undervalued. I estimate 33% upside to $41.0.
Rocky Brands, Inc. (RCKY) Q2 2025 Earnings Call Transcript
Teladoc Health, Inc. Q2 2025 Earnings Conference Call July 29, 2025 4:30 PM ET Company Participants Jason S. Brooks - Chairman, CEO & President Thomas D.
Rocky Brands Could Be A Trade War Winner
95% of 2024 sales originated in the U.S., sourced from a diversified supply chain including owned production in Puerto Rico and the Dominican Republic. Management aims to reduce China-sourced supply to under 20% by the end of 2025, one of the lowest rates among U.S. shoe companies. The valuation is already discounting a recession, but may not properly reflect competitive advantages in a prolonged Trump trade war with Asian nations.
