NASDAQ$WEYS

Weyco Group Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Weyco Group's financial performance rebounded in Q2 2021, with sales and earnings recovering to near or above pre-pandemic levels.

Weyco Group reported a strong recovery in Q2 2021, with net sales reaching $57.6 million compared to $16.6 million in Q2 2020. Operating earnings were $4.5 million, a significant improvement from the $13.0 million operating losses in the same period last year. Net earnings rose to $3.8 million, or $0.39 per diluted share, compared to a net loss of $8.9 million, or $0.91 per diluted share, in Q2 2020.

  • Net sales for Q2 2021 reached $57.6 million, nearing pre-pandemic levels and demonstrating a strong recovery.
  • Operating earnings rebounded to $4.5 million, a significant improvement compared to the operating losses of $13.0 million in Q2 2020.
  • The North American wholesale segment experienced sales growth across all brands, with sales reaching $41.9 million.
  • The North American retail segment saw a 73% increase in same-store sales, driven by e-commerce growth and higher brick-and-mortar sales.

Headline financials

Total Revenue

$57.6M

Previous: $16.6M+245.8%
EPS (adj)

$0.39

Previous: -$0.91+142.9%
Wholesale Gross Margin

32.4%

No prior period
Capital Expenditures

-$404K

Previous: -$2.7M+85.0%
Free Cash Flow

$3.42M

Previous: -$11.6M+129.5%
Net Income

$3.82M

Previous: -$8.88M+143.0%
Operating Income

$4.54M

Previous: -$13M+134.9%
Gross Profit

$22.7M

Previous: $7.49M+202.6%
Cash & Equivalents

$22.8M

Previous: $10.2M+123.7%
Total Assets

$252M

Previous: $260M-3.1%
Stock-Based Comp

$327K

Previous: $350K-6.6%

Revenue & EPS history

Weyco · Revenue · Quarterly

$57.6M

Q2 2021+245.8%vs Q2 2020
Beat estimate in 4 of 4 quarters(100%)
ActualEstimate

Revenue by segment

Weyco · $57.6M total across 3 segments · Q2 2021

  • North American Wholesale
    $41.9M+350.5%
  • Florsheim Australia
    $9.5M+156.8%
  • North American Retail
    $6.2M+72.2%

Forward guidance

The company is excited about the improved trajectory, but the pandemic continues to impact the business to varying degrees. They are looking forward to integrating Forsake into their portfolio and are excited about the growth potential of this brand, particularly through the e-commerce channel.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

-0.1%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.1%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+21.3%

Q3 2024

Best reaction

-12.8%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.7%+2.5%+8.0%
Q4 2025+1.0%-1.6%-0.3%
Q3 2025+10.2%+15.8%+9.4%
Q1 2025+2.4%+9.8%+5.5%
Q4 2024-1.8%-5.4%-16.9%
Q3 2024+21.3%+13.7%+0.4%
Q2 2024+1.6%+2.1%+7.7%
Q1 2024-3.2%-1.9%+4.3%
Q4 2023-8.8%-11.6%-8.1%
Q3 2023-0.6%-4.4%+13.8%
Q2 2023-9.0%-7.8%-6.4%
Q1 2023-1.6%-2.2%+3.8%
Q4 2022-2.5%-11.4%+2.3%
Q3 2022-4.8%-5.0%+1.5%
Q2 2022-4.2%-5.6%-10.0%
Q1 2022+0.3%+6.6%+16.8%
Q4 2021+0.9%+1.0%+9.8%
Q3 2021+3.9%+2.8%+8.7%
Q2 2021+2.1%+4.4%+5.1%
Q1 2021-0.6%+1.0%+2.9%
Q4 2020+0.3%+9.1%+18.6%
Q3 2020-3.8%+2.5%+2.7%
Q2 2020-4.1%-1.5%-6.0%
Q1 2020+2.0%+10.3%+8.8%
Q4 2019-7.1%-1.3%-5.6%
Q3 2019-4.1%+0.6%-5.2%
Q2 2019-3.6%-4.7%-2.0%
Q1 2019+0.7%-2.3%-22.9%
Q4 2018+4.8%+6.0%+10.6%
Q3 2018+1.4%+2.9%-2.7%
Q2 2018+3.7%+6.9%+4.7%
Q1 2018+1.6%-7.6%-1.8%
Q4 2017+3.0%+7.4%+15.1%
Q3 2017-2.0%-3.5%+0.5%
Q2 2017+1.6%+1.2%+3.8%
Q1 2017+0.1%-0.8%-1.1%
Q4 2016-12.8%-11.6%+0.2%
Q3 2016+5.2%+16.6%+14.2%
Q2 2016-9.8%-7.7%-7.0%
Q1 2016-1.9%
Q4 2015-5.4%
Q3 2015+0.6%
Q2 2015+1.2%
Q1 2015+1.3%
Q4 2014+7.0%
Q3 2014-8.4%
Q2 2014+6.1%
Q1 2014-0.4%
Q4 2013-1.0%
Q3 2013+1.2%
Q2 2013-4.6%
Q1 2013+3.2%
Q4 2012+1.8%
Q3 2012-1.7%
Q2 2012-0.8%
Q1 2011-0.1%
Q1 2012+1.1%
Q4 2011+2.5%
Q4 2009+2.5%
Q3 2010-0.1%
Q3 2011-0.1%
Q2 2011+0.1%
Q4 2010+0.1%
Q2 2010+0.1%
Q1 2010+1.3%

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