NYSE$SKX

Skechers USA Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Skechers reported record first quarter sales and earnings, driven by wholesale and direct-to-consumer growth across all regions.

Skechers announced record first quarter 2022 financial results, with sales reaching $1.82 billion, a 26.8% increase year-over-year. Diluted earnings per share increased 22.2% to $0.77. The company's growth was driven by increases in both Wholesale and Direct-to-Consumer segments.

  • Record quarterly sales of $1.82 billion, a year-over-year increase of 26.8%.
  • Wholesale sales grew 32.7%.
  • Direct-to-Consumer sales grew 15.7%.
  • Diluted earnings per share of $0.77, a year-over-year increase of 22.2%.

Headline financials

Total Revenue

$1.82B

Previous: $1.43B+27.5%
EPS (adj)

$0.77

Previous: $0.63+22.2%
Retail stores globally

4.3K

Previous: 4.0K+8.0%
Capital Expenditures

$89.4M

Previous: $84.2M+6.1%
Free Cash Flow

-$224M

Previous: -$98M-128.7%
Net Income

$121M

Previous: $98.6M+22.9%
Operating Income

$176M

Previous: $158M+11.5%
Gross Profit

$824M

Previous: $680M+21.3%
Cash & Equivalents

$590M

Previous: $1.28B-54.1%
Total Assets

$6.55B

Previous: $5.99B+9.3%
Stock-Based Comp

$18M

Previous: $12M+49.2%

Revenue & EPS history

Skechers · Revenue · Quarterly

$1.82B

Q1 2022+27.5%vs Q1 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Skechers · $1.82B total across 2 segments · Q1 2022

  • Wholesale
    $1.25B
  • Direct-to-Consumer
    $568M+66.4%

Forward guidance

For the second quarter of 2022, the Company believes it will achieve sales between $1.75 billion and $1.80 billion and diluted earnings per share of between $0.50 and $0.55. Further, the Company believes that for the fiscal year 2022, it will achieve sales between $7.2 billion and $7.4 billion and diluted earnings per share of between $2.75 and $2.95.

Tailwinds

  • Sales between $1.75 billion and $1.80 billion for Q2 2022.
  • Diluted earnings per share between $0.50 and $0.55 for Q2 2022.
  • Sales between $7.2 billion and $7.4 billion for fiscal year 2022.
  • Diluted earnings per share between $2.75 and $2.95 for fiscal year 2022.

Historical earnings impact

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

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.6%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+2.2%

Avg return

30 days after

48%

30 / 63 earnings

Positive

+35.5%

Q3 2017

Best reaction

-30.8%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025-0.1%+0.1%+0.5%
Q1 2025-5.3%-4.9%+22.5%
Q4 2024-12.7%-16.8%-22.1%
Q3 2024-4.0%-0.5%-0.1%
Q2 2024+1.1%+0.4%+8.9%
Q1 2024+10.6%+11.7%+14.0%
Q4 2023-8.6%-7.6%-0.2%
Q3 2023-3.9%+0.6%+16.9%
Q2 2023+6.3%+5.2%-8.3%
Q1 2023+6.3%+5.9%+2.0%
Q4 2022-9.2%-8.5%-6.7%
Q3 2022-6.5%-3.9%+15.6%
Q2 2022-4.0%+0.2%+4.7%
Q1 2022+0.1%-2.4%-4.0%
Q4 2021+4.6%+9.0%-11.8%
Q3 2021+3.1%+1.5%+2.9%
Q2 2021+7.9%
Q1 2021+17.5%
Q4 2020+4.1%
Q3 2020-5.1%
Q2 2020-1.8%
Q1 2020+2.4%
Q4 2019+3.6%
Q3 2019-2.1%
Q2 2019+13.3%
Q1 2019-15.6%
Q4 2018+15.3%
Q3 2018+11.4%
Q2 2018-19.5%
Q1 2018-27.3%
Q4 2017+0.2%
Q3 2017+35.5%
Q2 2017-0.2%
Q1 2017-1.7%
Q4 2016+23.2%
Q3 2016-17.2%
Q2 2016-22.6%
Q1 2016+9.0%
Q4 2015+5.1%
Q3 2015-30.8%
Q2 2015+19.6%
Q1 2015+16.1%
Q4 2014+12.1%
Q3 2014-6.5%
Q2 2014+8.1%
Q1 2014+7.3%
Q4 2013+19.0%
Q3 2013-2.7%
Q2 2013+1.8%
Q1 2013-4.1%
Q4 2012+13.1%
Q3 2012+0.3%
Q2 2012+3.1%
Q1 2012-2.0%
Q4 2009-2.2%
Q2 2011-2.2%
Q4 2011-2.2%
Q3 2011-6.1%
Q3 2010-6.1%
Q2 2010-2.3%
Q4 2010-2.3%
Q1 2010-2.3%
Q1 2011-2.3%

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