Workflow
Endorphin Elite 2
icon
搜索文档
Will Wolverine's Bet on Saucony & Merrell Pay Off in the Long Run?
ZACKS· 2025-06-20 23:45
Key Takeaways Saucony's revenues rose 29.6% to $129.8M, with the Asia-Pacific sales more than doubling y/y. Merrell's revenues climbed 13.2% to $150.6M, marking nine U.S. hiking share gains in 10 quarters. The gross margin grew nearly 400 bps at Saucony and above 200 bps at Merrell on pricing and mix.Wolverine World Wide, Inc. (WWW) delivered a strong performance in the first quarter of 2025, led by the continued momentum of its two flagship brands, Saucony and Merrell. These brands, which anchor the comp ...
Deckers Bets on Brand Momentum: Can HOKA & UGG Keep Up the Growth?
ZACKS· 2025-06-16 22:06
公司业绩表现 - Deckers Outdoor Corporation旗下两大旗舰品牌HOKA和UGG在2025财年第四季度分别实现10%和3.6%的同比增长[1] - HOKA在2025财年净销售额达22亿美元(同比增长23.6%),UGG达25亿美元(同比增长13.1%)[4] - HOKA国际收入占比从30%提升至34%,UGG国际收入占比从37%增至39%[4] 品牌发展策略 - HOKA通过Bondi 9和Clifton 10等更新型号保持增长势头,并计划推出Rocket X3和Arahi 8等新品[2] - HOKA已形成5个年收入超1亿美元的产品系列,并在上海设立体验中心加速中国及EMEA市场扩张[2] - UGG通过Tasman拖鞋鞋、Lowmel运动鞋等非季节性产品拓展全年消费场景[3] 竞争格局 - 主要竞争对手Wolverine World Wide旗下Saucony品牌2025年一季度收入增长29.6%至1.298亿美元,Merrell增长13.2%至1.506亿美元[6] - Urban Outfitters旗下Nuuly订阅服务净销售额同比增长59.5%,活跃用户数同比增加52.9%[7] 财务数据与估值 - 公司股价年内下跌50%,远超行业17.6%的跌幅[8] - 当前远期市盈率16.45倍,略低于行业平均17.01倍[10] - 2026财年每股收益预期较30天前下调6.3%(从6.46降至6.05),2027财年预期下调6.6%(从7.08降至6.61)[12] 未来展望 - 预计2026财年一季度HOKA将实现低双位数增长,UGG中个位数增长[4] - Zacks共识预期显示2026财年盈利同比下降4.4%,2027财年回升9.1%[11]
NIKE vs. Wolverine: Which Stock is Winning the Athleisure Growth Race?
ZACKS· 2025-06-12 00:26
Key Takeaways NIKE is refocusing on digital, innovation and premium full-price selling to regain growth and profitability. Wolverine is driving brand heat through targeted storytelling, selective distribution and pricing discipline. WWW's diversified portfolio and leaner model position it to navigate macro headwinds better than NKE.In the world of athletic and lifestyle footwear, few rivalries are as compelling as NIKE Inc. (NKE) and Wolverine World Wide, Inc. (WWW) . On one side stands NIKE — the global ...
Saucony® Unveils Saucony SILO: A New Pinnacle in Luxury Footwear
Prnewswire· 2025-04-17 22:00
产品发布 - Saucony SILO系列将于2025年4月17日全球发售,融合品牌传统技术与高端时尚元素,重新定义奢侈运动鞋概念 [1][2] - 系列包含5款核心鞋型:Grid X Ultra S、586i S、Gripper S、Kinvara 1 S和Endorphin Elite 2 S,均采用创新材料与性能技术 [2] - Grid X Ultra S被创意总监Paul Ruffles视为系列最佳代表,结合最新科技与传统设计,体现现代奢华风格 [3] 品牌战略 - 公司通过SILO系列实现高端时尚与鞋履技术的突破性结合,瞄准重视创新与精致风格的消费群体 [2] - 产品最初在2025年1月巴黎时装周预展,强调设计、舒适性与功能性的三重升级 [2] - 系列通过精选零售商和官网渠道销售,同步建立社交媒体传播矩阵 [3] 公司背景 - Saucony为Wolverine World Wide旗下品牌,拥有1898年创立的百年跑鞋基因,以PWRRUN™ PB等获奖技术著称 [4] - 品牌覆盖公路跑、越野跑及生活休闲领域,通过跑步文化推动生活方式变革 [4] - 定位"原创跑鞋品牌",持续输出融合科技创新与文化表达的产品矩阵 [4]