NYSE$SKX

Skechers USA Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Skechers reported record annual sales of $8.97 billion and strong fourth quarter results, driven by growth in both wholesale and direct-to-consumer channels.

Skechers announced record full year sales of $8.97 billion in 2024, a 12.1% increase year-over-year. Fourth quarter sales reached $2.21 billion, up 12.8%, with diluted earnings per share of $0.65, a 16.1% increase.

  • Full year 2024 sales reached a record $8.97 billion, increasing 12.1% year-over-year.
  • Fourth quarter 2024 sales were $2.21 billion, up 12.8% from the prior year.
  • Diluted earnings per share for the fourth quarter increased 16.1% to $0.65.
  • Wholesale sales grew 17.5% and Direct-to-Consumer sales grew 8.4% in the fourth quarter.

Headline financials

Total Revenue

$2.21B

Previous: $1.96B+12.8%
EPS (adj)

$0.86

Previous: $0.56+53.6%
Capital Expenditures

-$133M

Previous: $85M-256.9%
Free Cash Flow

$99.3M

Previous: $227M-56.3%
Net Income

$115M

Previous: $87.2M+32.4%
Operating Income

$166M

Previous: $130M+27.0%
Gross Profit

$1.18B

Previous: $1.04B+13.1%

Revenue & EPS history

Skechers · Revenue · Quarterly

$2.21B

Q4 2024+12.8%vs Q4 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Skechers · $2.03B total across 2 segments · Q3 2023

  • Wholesale
    $1.17B-1.4%
  • Direct-to-Consumer
    $850M+23.8%

Forward guidance

For fiscal year 2025, Skechers expects sales between $9.70 billion and $9.80 billion, with diluted earnings per share between $4.30 and $4.50. First quarter 2025 sales are projected to be between $2.40 billion and $2.43 billion, with diluted earnings per share between $1.10 and $1.15.

Tailwinds

  • Anticipated sales growth for fiscal year 2025, with a range of $9.70 billion to $9.80 billion.
  • Projected increase in diluted earnings per share for fiscal year 2025, ranging from $4.30 to $4.50.
  • Expected strong first quarter 2025 sales between $2.40 billion and $2.43 billion.
  • Projected first quarter 2025 diluted earnings per share between $1.10 and $1.15.
  • Continued investment in expanding distribution centers in the U.S. and China for future growth.

Headwinds

  • The income tax rate for fiscal year 2025 is expected to be higher, between 22% and 23%, reflecting the impact of global minimum tax regulations.
  • Total capital expenditures are projected to be between $600 million and $700 million in 2025, which is a significant outlay.
  • The guidance is subject to risks and uncertainties that could cause actual results to differ materially.
  • The company operates in a very competitive and rapidly changing environment.
  • Potential for business disruptions due to supply chain issues, international economic/political conditions, and market fluctuations.

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 Q4 2024

Historical avgQ4 2024

+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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