NYSE$WWW

Wolverine World Wide Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Company met guidance, inflected to growth, and issued 2025 outlook.

Wolverine Worldwide reported strong Q4 2024 results, exceeding expectations for revenue and earnings and inflecting to growth. The company accomplished its objectives of strengthening the balance sheet, expanding profitability, and sequentially improving revenue trends.

  • Revenue exceeded expectations inflecting to growth.
  • Earnings exceeded expectations.
  • Gross margin improved significantly due to lower supply chain costs, product costs and lower sales of end-of-life inventory.
  • Inventory decreased by approximately 35.6% compared to the prior year.

Headline financials

Total Revenue

$495M

Previous: $527M-6.1%
EPS (adj)

$0.42

Previous: -$0.30+240.0%
Capital Expenditures

-$8M

Previous: $3.9M-305.1%
Free Cash Flow

$74.4M

No prior period
Net Income

$25.3M

Previous: -$90.6M+127.9%
Operating Income

$39.8M

Previous: -$187M+121.3%
Gross Profit

$218M

Previous: $193M+12.8%

Revenue & EPS history

Wolverine · Revenue · Quarterly

$495M

Q4 2024-6.1%vs Q4 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Wolverine · $458M total across 3 segments · Q1 2026

  • Active Group
    $372M
  • Work Group
    $75.7M
  • Other
    $10.3M

Forward guidance

The Company expects to build on the momentum gained in 2024 and make continued progress on its transformation in fiscal year 2025. The outlook for 2025 highlights the strength of our focused portfolio and investments to support our brands and strategic initiatives.

Tailwinds

  • Revenue to be approximately $1.795 to $1.825 billion, representing growth of approximately 2.5% to 4.3% compared to the 2024 ongoing business and constant currency growth of approximately 4.7% to 6.5%.
  • Gross margin of approximately 45.5%, up 100 basis points compared to 2024.
  • Operating margin to be approximately 7.7%, up 190 basis points compared to 2024 operating margin, and adjusted operating margin to be approximately 8.3%, up 80 basis points compared to 2024 adjusted operating margin for our ongoing business.
  • The effective tax rate to be approximately 18.0%.
  • Diluted earnings per share in the range of $0.95 to $1.10 and adjusted diluted earnings per share in the range of $1.05 to $1.20.

Headwinds

  • Projections reflect the impact of foreign currency headwinds and a 53rd week, which will affect annual comparisons.
  • Full-year EPS expectations include an approximate $0.08 negative impact from expected foreign currency exchange rate fluctuations.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.4%

Avg return

Earnings day

-1.1%

Avg return

5 days after

+0.1%

Avg return

30 days after

54%

35 / 65 earnings

Positive

+36.9%

Q3 2024

Best reaction

-33.7%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.1%-5.8%+16.2%
Q4 2025+10.1%-1.3%-12.5%
Q3 2025-25.1%-26.0%-21.2%
Q2 2025+14.9%+13.8%+35.5%
Q1 2025+10.2%+14.0%+19.9%
Q4 2024-16.6%-18.5%-26.5%
Q3 2024+36.9%+37.8%+43.2%
Q2 2024-5.9%-8.8%+1.2%
Q1 2024+17.1%+23.0%+14.7%
Q4 2023+11.0%+5.0%+14.9%
Q3 2023+1.2%-1.2%+7.8%
Q2 2023-25.3%-31.4%-30.8%
Q1 2023+6.2%+5.4%-4.8%
Q4 2022+12.4%+10.2%+6.8%
Q3 2022-33.7%-33.8%-42.0%
Q2 2022+3.2%+4.3%-10.0%
Q1 2022+2.6%+6.5%+19.7%
Q4 2021-6.0%-8.6%-8.1%
Q3 2021-9.8%-9.5%-15.2%
Q2 2021-1.6%+3.4%+9.4%
Q1 2021-10.0%-9.1%-12.4%
Q3 2020-6.2%-0.7%+5.4%
Q2 2020-1.4%+4.0%+9.6%
Q1 2020-9.5%+3.7%+8.8%
Q4 2019-6.9%-10.8%-53.1%
Q3 2019+10.7%+9.1%+8.5%
Q2 2019-0.6%-7.5%-1.7%
Q1 2019-11.0%-16.0%-19.1%
Q4 2018-8.9%-9.0%-12.4%
Q3 2018-6.5%-6.8%-8.6%
Q2 2018+4.7%+4.2%+6.6%
Q1 2018+6.7%+4.9%+18.8%
Q4 2017-0.2%-5.9%-7.8%
Q3 2017+2.0%+5.1%+12.2%
Q2 2017-6.6%-2.4%-3.3%
Q1 2017+3.0%+5.1%+10.2%
Q4 2016+3.8%+6.4%+3.6%
Q3 2016-2.5%-4.9%+8.3%
Q2 2016+11.2%+9.9%+10.9%
Q1 2016+0.0%
Q4 2015-0.2%
Q3 2015-10.3%
Q2 2015+4.7%
Q1 2015-9.6%
Q4 2014+3.5%
Q3 2014+3.0%
Q2 2014-7.8%
Q1 2014+6.0%
Q4 2013-8.4%
Q3 2013+0.2%
Q2 2013+4.8%
Q1 2013+4.1%
Q4 2012+2.1%
Q3 2012+1.2%
Q2 2012+7.6%
Q1 2012+1.7%
Q4 2011+0.5%
Q3 2011+1.8%
Q2 2011+0.0%
Q4 2009+3.5%
Q1 2011+1.1%
Q3 2010-2.4%
Q4 2010+0.6%
Q2 2010+0.6%
Q1 2010-5.2%

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