NASDAQ$WEYS

Weyco Group Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Weyco Group's financial performance declined in Q3 2024 due to soft consumer demand and unseasonable weather.

Weyco Group reported a decrease in net sales, earnings from operations, and net earnings for the third quarter of 2024 compared to the same period in 2023. The decline was primarily attributed to soft consumer demand and unseasonable weather impacting sales across various brands and segments.

  • Net sales decreased by 12% to $74.3 million compared to Q3 2023.
  • Diluted earnings per share decreased to $0.84, down from $0.98 in Q3 2023.
  • Wholesale segment sales decreased by 12% due to lower sales of Nunn Bush, Stacy Adams, and BOGS brands.
  • Retail segment sales decreased by 5%, with lower sales on the BOGS website partially offset by higher sales on Florsheim and Stacy Adams websites.

Headline financials

Total Revenue

$74.3M

Previous: $84.2M-11.7%
EPS (adj)

$0.84

Previous: $0.98-14.3%
Capital Expenditures

-$900K

Previous: -$2.57M+64.9%
Free Cash Flow

$7.16M

Previous: $6.77M+5.8%
Net Income

$8.06M

Previous: $9.34M-13.6%
Operating Income

$10.2M

Previous: $12.4M-18.3%
Gross Profit

$32.9M

Previous: $36.2M-9.0%
Stock-Based Comp

$388K

Previous: $321K+20.9%

Revenue & EPS history

Weyco · Revenue · Quarterly

$74.3M

Q3 2024-11.7%vs Q3 2023
Beat estimate in 8 of 8 quarters(100%)
ActualEstimate

Revenue by segment

Weyco · $84.2M total across 3 segments · Q3 2023

  • North American Wholesale
    $69.5M-14.8%
  • North American Retail
    $7.6M+7.0%
  • Florsheim Australia
    $7.1M-13.4%

Forward guidance

The company remains confident in the strength of its brands and believes that each is well-positioned in its respective market for growth when conditions improve. They are returning capital to shareholders and believe their strong balance sheet will allow them to fund organic growth and invest in their business.

Tailwinds

  • Strong financial performance over the past few years led to a buildup of cash.
  • Returning capital to shareholders in the form of a special one-time cash dividend alongside our regular quarterly dividend.
  • Strong balance sheet and liquidity.
  • Funding organic growth.
  • Remain opportunistic with respect to future strategic opportunities or share repurchases.

Headwinds

  • Challenging quarter for North American businesses.
  • Wholesale brands were impacted by soft consumer demand.
  • Cutbacks in discretionary spending.
  • BOGS at-once and e-commerce performance was more muted than anticipated due to the mild start to Fall.
  • Retail landscape remains uncertain.

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 Q3 2024

Historical avgQ3 2024

-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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