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Dec 31, 2021

Skechers Q4 2021 Earnings Report

Skechers achieved record fourth quarter and annual sales.

Key Takeaways

Skechers reported record fourth-quarter sales of $1.65 billion, a 24.4% increase year-over-year, driven by growth in international wholesale and direct-to-consumer segments. Diluted earnings per share were $2.56, and adjusted diluted earnings per share were $0.43. The company's board authorized a $500 million share repurchase program.

Sales reached $1.65 billion, a 24.4% year-over-year increase.

Direct-to-Consumer sales grew by 30.3%.

International Wholesale sales increased by 30.1%.

Diluted earnings per share were reported as $2.56, with adjusted diluted earnings per share at $0.43.

Total Revenue
$1.65B
Previous year: $1.33B
+24.4%
EPS
$0.43
Previous year: $0.24
+79.2%
Total Skechers Stores
4.31K
Previous year: 3.89K
+10.7%
Gross Profit
$801M
Previous year: $648M
+23.5%
Cash and Equivalents
$796M
Previous year: $1.37B
-41.9%
Free Cash Flow
-$115M
Previous year: $178M
-164.8%
Total Assets
$6.49B
Previous year: $5.81B
+11.7%

Skechers

Skechers

Skechers Revenue by Segment

Forward Guidance

For the first quarter of 2022, Skechers expects sales between $1.675 billion and $1.725 billion and diluted earnings per share of between $0.70 and $0.75. For the full fiscal year 2022, the Company anticipates sales between $7.0 billion and $7.2 billion and diluted earnings per share of between $2.70 and $2.90.

Positive Outlook

  • Sales between $1.675B and $1.725B for Q1 2022
  • Diluted EPS between $0.70 and $0.75 for Q1 2022
  • Sales between $7.0B and $7.2B for FY 2022
  • Diluted EPS between $2.70 and $2.90 for FY 2022
  • Continued growth and expansion plans

Challenges Ahead

  • Potential supply chain disruptions
  • Elevated freight costs
  • Ongoing COVID-19 pandemic impacts
  • Intense competition in the footwear market
  • Fluctuations in foreign currency exchange rates

Revenue & Expenses

Visualization of income flow from segment revenue to net income