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Unlocking Skechers (SKX) International Revenues: Trends, Surprises, and Prospects

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Did you analyze how Skechers (SKX - Free Report) fared in its international operations for the quarter ending September 2024? Given the widespread global presence of this shoe company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.

In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great importance on grasping the extent of a company's dependence on international markets, as it sheds light on the firm's earnings stability, its skill in leveraging various economic cycles and its broad growth potential.

International market involvement serves as insurance against economic downturns at home and enables engagement with economies that are growing more quickly. Still, this move toward diversification is not without its challenges, as it involves navigating through the fluctuations of currencies, geopolitical threats, and the distinctive nature of various markets.

Our review of SKX's last quarterly performance uncovered some notable trends in the revenue contributions from its international markets, which are commonly analyzed and tracked by Wall Street experts.

For the quarter, the company's total revenue amounted to $2.35 billion, experiencing an increase of 15.9% year over year. Next, we'll explore the breakdown of SKX's international revenue to understand the importance of its overseas business operations.

A Closer Look at SKX's Revenue Streams Abroad

Europe, Middle East & Africa generated $625.6 million in revenues for the company in the last quarter, constituting 26.7% of the total. This represented a surprise of +17.72% compared to the $531.44 million projected by Wall Street analysts. Comparatively, in the previous quarter, Europe, Middle East & Africa accounted for $492.5 million (22.8%), and in the year-ago quarter, it contributed $480.4 million (23.7%) to the total revenue.

During the quarter, Asia Pacific contributed $566 million in revenue, making up 24.1% of the total revenue. When compared to the consensus estimate of $617.91 million, this meant a surprise of -8.4%. Looking back, Asia Pacific contributed $564.2 million, or 26.2%, in the previous quarter, and $527.1 million, or 26%, in the same quarter of the previous year.

Projected Revenues in Foreign Markets

Wall Street analysts expect Skechers to report $2.22 billion in total revenue for the current fiscal quarter, indicating an increase of 13.3% from the year-ago quarter. Europe, Middle East & Africa and Asia Pacific are expected to contribute 19.7% ($437.6 million) and 31.1% ($690.68 million) to the total revenue, respectively.

Analysts expect the company to report a total annual revenue of $8.98 billion for the full year, marking an increase of 12.2% compared to last year. The expected revenue contributions from Europe, Middle East & Africa and Asia Pacific are projected to be 23.1% ($2.08 billion) and 27.9% ($2.5 billion) of the total revenue, in that order.

Final Thoughts

Relying on global markets for revenues presents both prospects and challenges for Skechers. Therefore, scrutinizing its international revenue trends is key to effectively forecasting the company's future outlook.

In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.

At Zacks, a company's changing earnings outlook is given considerable attention due to its proven, strong influence on a stock's price performance in the near term. The connection here is straightforward and positive: when earnings estimates are revised upward, the stock price generally follows suit, increasing as well.

Boasting a remarkable track record that's been externally verified, the Zacks Rank, our unique stock rating system, leverages changes in earnings projections to function as a reliable gauge for predicting short-term stock price movements.

Skechers currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Exploring Recent Trends in Skechers' Stock Price

Over the past month, the stock has seen a decline of 13.5% in its value, whereas the Zacks S&P 500 composite has posted an increase of 2%. The Zacks Consumer Discretionary sector, Skechers' industry group, has ascended 1.5% over the identical span. In the past three months, there's been a decline of 0.4% in the company's stock price, against a rise of 7.9% in the S&P 500 index. The broader sector has increased by 9.1% during this interval.

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