Rocky Brands Inc (NAS:RCKY)

Q2 2025 Rocky Brands Inc Earnings Call Transcript

Jul 29, 2025 / 08:30 PM GMT

Release Date Price: $22.98 (-2.21%)

Transcript 10-Q8-K

Key Points

Positve

Rocky Brands Inc (RCKY) reported a 7.5% increase in net sales for Q2 2025, reaching $105.6 million.
The company achieved a 230 basis point improvement in gross margin, driven by higher wholesale margins and a higher percentage of retail sales.
Operating income increased by 58.7% to $7.2 million, showcasing effective cost management and operational efficiency.
The outdoor category, particularly the Extra Tough brand, is experiencing significant growth, contributing to the company's overall performance.
Rocky Brands Inc (RCKY) successfully shifted production to its Dominican Republic and Puerto Rican facilities, reducing tariff impacts and enhancing manufacturing flexibility.

Negative

The Georgia Boot brand experienced a modest decline, with tariff-related timing shifts delaying new product shipments.
The company faces ongoing challenges from global tariff uncertainties, which have impacted cash flow and necessitated strategic sourcing adjustments.
Despite positive sales growth, the retail segment's gross margin decreased by 170 basis points to 45.2%.
Rocky Brands Inc (RCKY) anticipates approximately $11 million in incremental tariffs impacting the balance sheet, with the bulk of the impact occurring in Q4 2025.
The company remains cautious about consumer demand and the broader economic environment, which could affect future performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RCKY.OQ - Rocky Brands Inc
Q2 2025 Rocky Brands Inc Earnings Call
Jul 29, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon ladies and gentlemen and thank you for standing by. Welcome to the Rocky Brands 2nd quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. Following the presentation, we will conduct a question and answer session. Instructions will be provided at that time for you to queue up for questions. If anyone has any difficulties hearing the conference, please press 0 for operator assistance at any time. I would like to remind everyone that this conference call is being recorded and will now turn the conference over to Brendan Fre of ICR.

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Unidentified_2 [2]
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