Traders should monitor upcoming conference call for clarity on tariff refund litigation and 2026 guidance. Margin recovery potential depends on policy changes and pricing power, but near-term headwinds remain significant.
Price Chart
Executive Summary
Weyco Group reported declining financial performance for Q4 and full-year 2025, with revenue and earnings down across most segments due to lower sales volumes, ongoing retail uncertainty, and margin pressure from incremental tariffs. Despite cost controls and price increases, gross margins eroded, and the company paid $16 million in tariffs during the year. A small dividend increase was announced, but fundamentals remain under pressure.
Key Financial Metrics
Key Facts
- Q4 2025 net sales declined 5% YoY to $76.8 million; full-year sales down 5% to $276.2 million
- Q4 gross margin compressed to 44.1% from 47.9% in prior year; full-year margin fell to 43.2% from 45.3%
- Q4 net earnings dropped 13% to $8.7 million; full-year net earnings down 24% to $23.1 million
- Diluted EPS fell to $0.91 in Q4 (from $1.04) and $2.41 for the year (from $3.16)
- Company paid approximately $16 million in incremental tariffs in 2025, contributing to margin pressure
- Florsheim brand was a bright spot with record $92.0 million in wholesale sales, up 2%
- North American Retail segment operating earnings fell sharply to $3.3 million from $5.3 million
- Board declared quarterly dividend of $0.27 per share, up slightly from prior period
Financial Impact
Revenue down $14.1M YoY, net earnings down $7.2M, with ~$16M tariff cost impact in 2025
Risk Factors
- Continued U.S. tariff uncertainty creating gross margin volatility
- Soft consumer demand and cautious retailer inventory management persisting into 2026
- Florsheim Australia generated operating losses and required a deferred tax asset valuation allowance
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3248915 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | Press Release | $50.19 | awaiting T+60 | — | $50.90 (+1.41%) |
Sep 3, 2026 7w ago | Insider Cluster | $44.19 | awaiting T+60 | — | $50.90 (+15.18%) |
Aug 12, 2026 10w ago | Insider Cluster | $45.80 | awaiting T+60 | — | $50.90 (+11.14%) |
Aug 12, 2026 10w ago | Insider Cluster | $45.80 | awaiting T+60 | — | $50.90 (+11.14%) |
Aug 12, 2026 10w ago | Insider Cluster | $45.80 | awaiting T+60 | — | $50.90 (+11.14%) |
Aug 11, 2026 11w ago | Insider Cluster | $46.88 | awaiting T+60 | — | $50.90 (+8.58%) |
Aug 11, 2026 11w ago | Insider Cluster | $46.88 | awaiting T+60 | — | $50.90 (+8.58%) |
Aug 10, 2026 11w ago | Insider Cluster | $46.22 | awaiting T+60 | — | $50.90 (+10.13%) |
Aug 10, 2026 11w ago | Insider Cluster | $46.22 | awaiting T+60 | — | $50.90 (+10.13%) |
Aug 7, 2026 11w ago | Insider Cluster | $46.17 | awaiting T+60 | — | $50.90 (+10.24%) |
US Market Status
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