NASDAQ$WEYS

Weyco Group Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Weyco Group reported lower net sales and earnings for the second quarter of 2025 amid tariff uncertainties and reduced consumer demand.

Consolidated net sales declined 9% to $58.2 million while gross margin compressed to 43.3% due to incremental tariffs. Operating income fell 42% to $3.9 million and net earnings dropped 60% to $2.3 million, or $0.24 per diluted share. Wholesale and retail segments both experienced sales declines as consumers and retailers remained cautious.

  • Net sales fell 9% year-over-year to $58.2 million driven by weakness across all North American brands and retail channels.
  • Gross margin declined to 43.3% from 43.9% primarily due to incremental tariffs on Chinese-sourced products.
  • Operating income decreased 42% to $3.9 million as fixed costs weighed on lower revenue.
  • Management highlighted ongoing tariff uncertainty and expects the challenging environment to persist through the second half of 2025.

Headline financials

Total Revenue

$58.2M

Previous: $63.9M-8.9%
EPS (adj)

$0.24

Previous: $0.59-59.3%
Gross Margin

43.3%

Previous: 43.9%-1.4%
Capital Expenditures

-$677K

Previous: -$344K-96.8%
Net Income

$2.26M

Previous: $5.61M-59.8%
Operating Income

$3.89M

Previous: $6.66M-41.6%
Gross Profit

$25.2M

Previous: $28.1M-10.2%
Cash & Equivalents

$77.4M

No prior period

Revenue & EPS history

Weyco · Revenue · Quarterly

$58.2M

Q2 2025-8.9%vs Q2 2024
Beat estimate in 9 of 9 quarters(100%)
ActualEstimate

Revenue by segment

Weyco · $58.2M total across 3 segments · Q2 2025

  • North American Wholesale
    $45.6M
  • North American Retail
    $6.77M
  • Florsheim Australia
    $5.82M

Forward guidance

Tariff policies remain fluid; company is mitigating through inventory pre-purchases, supplier negotiations, sourcing diversification, and selective price increases effective July 2025.

Headwinds

  • Incremental tariffs on China and other countries expected to pressure margins.
  • Consumer caution and retailer inventory management likely to persist.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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
Q2 2025
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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro