Rocky Brands

RCKY

Market cap $205M

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.

Teladoc Health, Inc. Q2 2025 Earnings Conference Call July 29, 2025 4:30 PM ET Company Participants Jason S. Brooks - Chairman, CEO & President Thomas D.

NELSONVILLE, Ohio--(BUSINESS WIRE)--Rocky Brands, Inc. (NASDAQ: RCKY) today announced financial results for its second quarter ended June 30, 2025. Second Quarter 2025 Overview Net sales increased 7.5% to $105.6 million versus the year-ago quarter Gross margin increased 230-basis points to 41.0% of net sales compared to 38.7% of net sales in the year-ago quarter Income from operations increased 58.7% to $7.2 million compared to $4.5 million in the year-ago quarter Net income increased to $3.6 m.

NELSONVILLE, Ohio--(BUSINESS WIRE)--Rocky Brands, Inc. (NASDAQ: RCKY) today announced that the company will release its financial results for the second quarter ended June 30, 2025, after the market close on Tuesday, July 29, 2025. Management will host a conference call that afternoon (July 29, 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 (international). The.

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 June 16, 2025 to all shareholders of record as of the close of business on June 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 directors. About.

95% of 2024 sales originated in the U.S., sourced from a diversified supply chain including owned production in Puerto Rico and the Dominican Republic. Management aims to reduce China-sourced supply to under 20% by the end of 2025, one of the lowest rates among U.S. shoe companies. The valuation is already discounting a recession, but may not properly reflect competitive advantages in a prolonged Trump trade war with Asian nations.

Rocky Brands, Inc. (NASDAQ:RCKY ) Q1 2025 Results Conference Call April 29, 2025 4:30 PM ET Company Participants Cody McAllister - ICR Jason Brooks - CEO Tom Robertson - COO & CFO Conference Call Participants Janie Stichter - BTIG Jonathan Komp - Baird Operator Ladies and gentlemen, greetings, and welcome to the Rocky Brands Inc. First quarter Fiscal 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.