Footwear retailer Genesco has formed the Journeys Global Retail Group, consolidating its Journeys, schuh and Little Burgundy retail brands. The reorganisation is aimed at enhancing the company's focus on the youth footwear market, with a particular emphasis on female customers. The retailer stated that the restructuring will "boost the company’s global voice, unlock greater growth potential for brand partners and elevate its world-class talent." The responsibilities of new group include coordinating int ...

Genesco on Tuesday said it has formed Journeys Global Retail Group, uniting its Journeys, Schuh and Little Burgundy banners. The alignment solidifies Genesco’s position as the world’s leading style-led, youth footwear retail group that will have sharp focus on the female customer. Journeys president Andy Gray has been promoted to CEO of Journeys Global Retail Group. Journeys executive vice president and chief merchandising officer Chris Santaella has been named chief merchandising officer of the new retai ...

Big 5 Sporting Goods Corp. will become a private company any day now. The company held a special meeting of stockholders last Friday for a vote on the planned acquisition of the firm by WSG Merger LLC, the wholly-owned subsidiary of Worldwide Golf Group. Shareholders approved of the transaction, and now the deal is expected to be completed as soon as Tuesday. Once the deal closes, shares of Big 5 will no longer be listed on the Nasdaq Stock Exchange. More from WWD The sporting goods retailer said on June ...

W. Kerry Jackson is moving back into his former role at Shoe Carnival. Jackson, who came out of retirement to rejoin the retailer in June as senior vice president of new business development, has now been appointed executive vice president and chief financial officer. More from WWD In his new role, effective Sept. 28, Jackson will lead the company’s investor relations activities and will participate in the company’s third quarter 2025 earnings call. Before retiring from Shoe Carnival in May 2023, Jackso ...

Key Takeaways DECK Q1 FY26 revenues rose 17% to $964.5M, with EPS up 24% to $0.93.HOKA drove growth with $653.1M sales, up 19.8% on global demand and new launches.UGG grew 18.9% to $265.1M, its biggest June quarter, fueled by 365 initiative success.Deckers Outdoor Corporation (DECK) drove its strong first-quarter fiscal 2026 results through the continued momentum of the flagship brands, HOKA and UGG, which maintained consumer demand by leveraging innovation, disciplined market execution and strategic season ...

股息支付公告 - 董事会批准支付每股0.15美元的季度现金股息 将于2025年10月20日向截至2025年10月6日登记在册的股东发放 [1][2] - 此次为第54个连续季度派息 公司保持无负债资产负债表状态 [3] 财务表现与现金流 - 返校季期间可比销售额实现正增长 产生强劲现金流 [3] - 返校季结束后公司持有约1.5亿美元现金及证券 [3] 资本配置战略 - 资本实力为门店品牌转换投资及其他战略机遇提供支持 [3] - 未来股息发放需经董事会批准 将综合考虑经营业绩、财务状况及商业环境等因素 [4] 公司业务概况 - 全美大型家庭鞋类零售商 经营428家门店 覆盖35个州及波多黎各 [5] - 通过Shoe Carnival、Shoe Station和Rogan's三大门店品牌及电商平台运营 [5] - 产品线涵盖正装、休闲及运动鞋类 聚焦国际知名品牌 [5] 近期业绩表现 - 2025财年第二季度每股收益0.70美元 超出市场预期20% [11] - 毛利率扩张270个基点至38.8% 8月实现可比销售额正增长及利润率提升 [11]

Key Takeaways Steven Madden's Q2 earnings fell 64.9% to $0.20 per share as tariffs hit profitability.Gross margin held at 41.9%, but wholesale and direct-to-consumer margins both declined.Production shifted to Vietnam and Cambodia, with some orders returning to China.Steven Madden, Ltd. (SHOO) reported second-quarter fiscal 2025 results that highlighted the ongoing impact of tariffs on profitability. While consumer demand for the brand remained solid, order cancellations and shipment delays, particularly in ...

公司库存管理策略 - Designer Brands通过调整库存策略保护门店库存并优先考虑成本效率 全价产品库存水平提升至约70% [3] - DSW减少商品选择数量 同时增加最受欢迎款式库存 2025年下半年计划将商品选择数量同比减少25% 库存深度计划增加15% [3][4] - 公司第二季度末总库存同比下降5% [4] 数字化订单履行优化 - 通过物流中心履行数字订单比门店履行操作效率更高 [7] - 第二季度通过物流中心履行的数字需求同比增长超过80% [7] - 公司继续在美国数字履行中心和门店位置之间转移库存以优化门店产品可用性 [7] 行业履约策略趋势 - Target缩减门店履约运营规模 转向提升客户零售体验 部分门店关闭电商包装站并专注于取货订单等服务 [5] - Nordstrom Rack于2022年开始放缓门店履约速度以简化运营并减少订单取消数量 同时提高免费送货到店服务的最低购买要求 [6]

财务表现 - 第二季度销售额同比下降 与第一季度数据相似[1] - 毛利率显著改善 但不足以抵消销售及一般行政管理费用（SG&A）的去杠杆化影响[1] - 利润低于去年同期水平[1] 投资方法论 - 采用纯多头投资策略 从运营和买入持有的角度评估公司[1] - 不关注市场驱动动态和未来价格走势 专注于公司长期盈利能力分析[1] - 重点研究行业竞争动态 选择无论价格如何波动都愿意长期持有的公司[1] - 大多数情况下给予持有评级 只有极少数公司会在特定时点获得买入评级[1]

财务表现 - 公司报告第二季度销售额下降 与第一季度数据相似 [1] - 毛利率显著改善 但不足以抵消销售及一般行政管理费用（SG&A）的杠杆恶化 [1] - 利润低于去年同期水平 [1] 投资研究框架 - 研究专注于长期持有投资 从运营角度评估公司 [1] - 分析重点在于理解公司的长期盈利能力和行业竞争动态 [1] - 绝大多数情况下给予持有评级 仅极少数公司在特定时点会被视为买入机会 [1]