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WEYCO Group Inc

WEYCO Group Inc

WEYS
$39.20USD↓-2.80%-1.13 today

MARKET CAP

373.7M

P/E (TTM)

15.8x

FWD P/E

15.8x

DAY RANGE

$39 – $40

52W RANGE

$27
$40

AI Summary

Stalk
StalkMedium

WEYS remains in a Stage 2 advancing structure underpinned by a bullish Parabola pattern and rising EMAs, but price is currently extended above the 9/21 EMA zone and in overbought territory; we will defer execution and stalk for a pullback into the rising EMAs or the prior consolidation range around the mid-$30s to align with structural support.

  • ↑Dividend raised to $0.28, yield at 2.95%, reflects payout discipline
  • ↑Florsheim brand sales up 7% YoY, driving resilient top-line growth
  • ↓Q1 net sales declined 5% YoY to $68M, signaling weakening demand
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Waco Group Inc. (NASDAQ: WACO) operates as a leading player in the footwear industry, focusing on both wholesale and retail distributions primarily across North America and Australia. The company provides a range of brands including Florsheim, Nunn-Bush, Stacey Adams, and Boggs. Waco Group is faced with challenging conditions, including tariff pressures from ongoing U.S. trade policies and shifting consumer sentiment, which impact its market positioning. Nevertheless, the firm is committed to innovating its supply chain strategy and expanding its product offerings amidst these external pressures.

Bull says

  • ↑Dividend raised to $0.28, yield at 2.95%, reflects payout discipline
  • ↑Florsheim brand sales up 7% YoY, driving resilient top-line growth
  • ↑Manufacturing shift cuts China exposure from 75% to ~60%, easing tariff risk
  • ↑Inventory trimmed from $74M to $50.5M, improving turnover and cash flow
  • ↑Generated $17.4M cash from operations in Q1, bolstering liquidity
  • ↑Technical trend is upward in medium-long term channel, signaling momentum

Bear says

  • ↓Q1 net sales declined 5% YoY to $68M, signaling weakening demand
  • ↓Gross margin edged down to 44.2% from 44.6% amid 161% tariff costs
  • ↓Private-label competitors intensify pricing pressure on Nunn-Bush and Stacey Adams
  • ↓Profitability metrics underperform, with margin compression and elevated leverage risk
  • ↓Liquidity concerns highlighted by low operational flexibility in face of uncertainty
  • ↓Institutional ownership is declining, reflecting waning confidence from major investors

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 06-15-2026neutral

Transcript signals

Bull points

  • We are also excited about new spring products like the Boga Clog, which has arrived at retail and is off to a solid start.
  • Despite the challenging environment, we are encouraged by the improvement in Florsheim Australia's first quarter operating results, as well as a 11% increase in same-store retail sales.
  • 66.6% and 65.3% in the first quarters of 2025 and 2024, respectively.

Bear points

  • Our overall net sales were down 5% for the quarter.
  • The declines in Nunn-Bush and Stacey Adams reflect the current softness in non-athletic footwear at retail as consumers remain cautious with their discretionary spending.
  • Net sales in our retail segment were down 12% for the quarter.
Read full transcript analysis ›