Rocky Brands：年度表现最佳的鞋类股票

Rocky Brands (NASDAQ:RCKY) soared in early trading on Wednesday after the company reported strong Q2 earnings results. 

Sales rose 7.5% to $105.6 million to top the consensus expectation. Gross margin increased by 230 basis points to 41% of net sales, driven by a combination of robust performance across various brand channels, higher full-price selling, and an agile supply chain. Income from operations surged 58.7% to $7.2 million, while net income reached $3.6 million, or $0.48 per diluted share, reversing a net loss from the year-ago quarter. Adjusted net income also grew significantly to $4.1 million, or $0.55 per share to smash the consensus estimate of $0.24.

On the balance sheet, total debt dropped 13.1% year-over-year to $132.5 million, and inventories rose 6.8%. Rocky Brands (NASDAQ:RCKY) management expressed optimism for the rest of 2025 despite macroeconomic uncertainty, highlighting strong sales bookings, continued momentum, and strategic steps to mitigate tariff impacts and maintain operational flexibility

CEO update: "We executed well during the second quarter, capitalizing on the strength of our brand portfolio and the benefits of our diversified manufacturing and sourcing base to deliver results that well exceeded last year and expectations... The drivers of our top-line performance were broad-based and led by XTRATUF, as demand for the brand in our wholesale and e-commerce channels accelerated, along with Muck, which posted its strongest growth in several quarters. We were particularly pleased with the strong full-price selling we experienced."

Looking ahead, the company said it is approaching the remainder of 2025 with optimism about the momentum in the business coupled with the appropriate level of caution given the overall market uncertainty. 

Shares of Rocky Brands (RCKY) jumped 29.0% in morning trading to reach their highest level since October 2024. Rocky Brands (RCKY) is now the top-performing stock in the footwear sector on a year-to-date comparison, easily outdistancing larger rivals such as Nike (NKE), Deckers Outdoor (DECK), Steven Madden (SHOO), Skechers (SKX), and Wolverine World Wide (WWW).