Rocky Brands

RCKY

Market cap $228M

NELSONVILLE, Ohio--(BUSINESS WIRE)--Rocky Brands, Inc. (NASDAQ: RCKY) today announced that its board of directors has declared a quarterly cash dividend of $0.155 per share of outstanding common stock, which will be paid on December 15, 2025, to all shareholders of record as of the close of business on December 1, 2025. The declaration and payment of future dividends and the establishment of future record dates and payment dates are subject to the quarterly determination of the board of directo.

Rocky Brands, Inc. delivered strong Q3 '25 results, with broad-based revenue growth and significant gross margin expansion, especially in Muck and XTRATUF brands. RCKY's gross margin gains are largely due to price increases and FIFO accounting, but these benefits are expected to reverse in Q4 '25 due to tariffs. Despite positive brand momentum and debt reduction, concerns remain over tariff impacts, slow inventory turnover, and reliance on pricing rather than volume growth.

Rocky Brands, Inc. (NASDAQ:RCKY ) Q3 2025 Earnings Call October 28, 2025 4:30 PM EDT Company Participants Jason Brooks - Chairman, CEO & President Thomas Robertson - COO, CFO & Treasurer Conference Call Participants Cody McAlester Janine Hoffman Stichter - BTIG, LLC, Research Division Jonathan Komp - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and thank you for standing by.

NELSONVILLE, Ohio--(BUSINESS WIRE)--Rocky Brands, Inc. (NASDAQ: RCKY) today announced financial results for its third quarter ended September 30, 2025. Third Quarter 2025 Overview Net sales increased 7.0% to $122.5 million versus the year-ago quarter Gross margin increased 210-basis points to 40.2% of net sales compared to 38.1% of net sales in the year-ago quarter Income from operations increased 16.5% to $11.7 million compared to $10.1 million in the year-ago quarter Net income increased 36.6.

Rocky Brands is upgraded from 'hold' to 'buy' as operational improvements and growth prospects emerge. RCKY's retail segment is thriving, with strong e-commerce and brand momentum, offsetting wholesale challenges and driving revenue growth. Management is mitigating tariff impacts through strategic sourcing, cost controls, and price increases, positioning RCKY competitively.

NELSONVILLE, Ohio--(BUSINESS WIRE)--Rocky Brands, Inc. (NASDAQ: RCKY) today announced that the company will release its financial results for the third quarter ended September 30, 2025, after the market close on Tuesday, October 28, 2025. Management will host a conference call that afternoon (October 28, 2025) at 4:30 p.m. ET to discuss the financial results. Investors and analysts interested in participating in the call are invited to dial (877) 704-4453 (domestic) or (201) 389-0920 (internati.

Shares of Canada Goose Holdings (GOOS), Timberland and Vans parent VF Corp. (VFC), and footwear maker Rocky Brands (RCKY) surged Tuesday after Baird upgraded the stocks ahead of a "favorable 2026 macro scenario."

NELSONVILLE, Ohio--(BUSINESS WIRE)--Rocky Brands, Inc. (NASDAQ: RCKY) today announced that its board of directors has declared a quarterly cash dividend of $0.155 per share of outstanding common stock, which will be paid on September 16, 2025, to all shareholders of record as of the close of business on September 2, 2025. The declaration and payment of future dividends and the establishment of future record dates and payment dates are subject to the quarterly determination of the board of direc.

Rocky Brands reported strong sales momentum in Q2, carrying onto profitability through sales leverage and improved full-price selling. More impressively, Rocky raised the 2025 guidance despite a turbulent operating environment. The company's manufacturing facilities gain a competitive advantage from tariffs. Despite the stock's post-report surge, I believe RCKY to remain undervalued. I estimate 33% upside to $41.0.

Rocky Brands, Inc. delivered strong Q2 '25 results with accelerating sales and margin expansion, surprising positively across both wholesale and retail channels. Despite impressive performance, the company faces upcoming challenges from tariffs and price increases, with uncertain impacts on future demand and margins. Current valuation above 10x TTM earnings appears excessive given the looming risks from higher costs and potential demand softness.