Skechers U.S.A., Inc.

NYSE:SKX Stok Raporu

Piyasa değeri: US$9.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Skechers U.S.A Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Skechers U.S.A'in kazancının yıllık 4.1% oranında azalması, yıllık gelirinin ise yıllık 6.8% oranında artması beklenmektedir. EPS'nin düşmesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 11.2% olacağı tahmin edilmektedir.

Anahtar bilgiler

-4.1%

Kazanç büyüme oranı

-2.45%

EPS büyüme oranı

Luxury kazanç büyümesi18.1%
Gelir büyüme oranı6.8%
Gelecekteki özkaynak getirisi11.16%
Analist kapsamı

Good

Son güncelleme12 Sep 2025

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Jul 11

Skechers Sprints Past Bid - Strong Sell

Summary Skechers is being acquired by 3G Capital for $63/share, with the family owners accepting the bid despite strong growth prospects. The stock currently trades above the buyout price, likely due to speculation about a higher bid or a potential increase from 3G Capital. A shareholder lawsuit demanding more transparency could delay or alter the deal, but the base case remains a $0.30/share loss if the deal closes as planned. Given limited upside and even significant downside risk, if the deal fails, I rate Skechers a strong sell due to an unattractive risk/reward profile. Read the full article on Seeking Alpha
Seeking Alpha • Apr 23

Skechers: Be Greedy When Others Fear Tariffs

Summary SKX is trading at a forward P/E of 10.76, a significant discount to historical valuations and competitors, making it a compelling buy, especially after recent market corrections. SKX’s focus on value and comfort products positions it well to weather economic downturns, with potential to gain market share from premium brands like Nike and Adidas. International Expansion and a good balance of DTC and Wholesale - two important growth levers. China exposure is also low; Contra Buy on valuation at these levels. Read the full article on Seeking Alpha
Seeking Alpha • Feb 16

Skechers: Undervalued And Gaining Market Share

Summary I estimate Skechers' intrinsic value at $12B or $80 per share, with revenue doubling to $18B by 2035, assuming improved operating margins and significant reinvestment. The footwear industry is mature with low growth, but Skechers gains market share by offering quality footwear at lower prices compared to premium brands. Skechers' 2024 revenue grew 12.1%, driven by EMEA and wholesale growth. DCT is trailing in growth but remains important as it stands out with 66% gross margins. I estimate that growth will continue at a lower trajectory, and investors will see increased returns after SKX breaks $1B in operating income. SKX is part of the outperforming peer group in the last 2 years, and investors may want to consider diversifying with some of the growth names like ONON or DECK. Read the full article on Seeking Alpha
Seeking Alpha • Jan 14

Skechers USA Remains A Solid Prospect For Growth And Value Investors Alike

Summary Skechers USA has shown impressive growth, with revenue jumping from $6.31 billion to $8 billion, driven by both wholesale and direct-to-consumer operations. Despite rapid growth, Skechers shares are attractively priced, making it an appealing opportunity for value and growth investors alike. Management aims to grow revenue to $10 billion by 2026, focusing on expanding physical stores, digital capabilities, and e-commerce platforms. With strong cash flows and low valuation multiples compared to peers, I rate Skechers USA a solid 'buy' for high-quality growth at a cheap price. Read the full article on Seeking Alpha
Seeking Alpha • Jan 06

Skechers: Slight Shadows On Q4 Outlook

Summary After an incredibly strong Q3, Skechers U.S.A., Inc.'s Q4 outlook is more mixed with macroeconomic turbulence in certain markets and some weaker sales signals. Despite an expected sequential slowdown, the Skechers growth story stands strong with EMEA and Indian market growth and store network expansion. SKX stock remains undervalued, and I estimate 31% upside to a fair value of $90.5. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

Skechers' Q3 Was Strong

Summary Skechers U.S.A., Inc. reported strong Q3 results with 15.9% revenue growth as the company's brand ambassador marketing has paid off. The footwear industry has been weak due to weak consumer spending, underlining the strength of Skechers' growth. Despite the great performance, SKX stock has remained stagnant, highlighting a remaining undervaluation. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

Skechers: Lacing Up For Earnings Growth, Current Prices Attractive For The Long Term

Summary Skechers is undervalued, trading at ~15x NTM earnings with a 5-year forward earnings CAGR of 12%, presenting a compelling investment opportunity. Increased direct-to-consumer revenue has boosted margins by reducing reliance on middlemen, enhancing profitability. Positive brand perception among younger generations is expected to drive top-line growth in the coming years. Skechers' discounted share price, combined with its future growth potential, makes it an attractive investment. Read the full article on Seeking Alpha
Seeking Alpha • Sep 20

Skechers: China's Weakness Was An Overreaction (Rating Upgrade)

Summary Skechers' recent share price drop, due to Chinese market softness, is an overreaction, presenting a buying opportunity for long-term investors. The company shows strong financial performance, with improved margins and a solid balance sheet, despite slight Q2 softness. Management's focus on the DTC segment and strategic investments will drive future growth and margin improvements. Skechers is trading at a 27% discount to its intrinsic value, making it a compelling buy even amid potential economic downturns. Read the full article on Seeking Alpha
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Yeni Anlatı • Aug 25

Calculated Alliances, Global DTC Expansion, And Innovative Comfort Tech Fuel Brand's Ascension

Strategic partnerships and expanded product lines through innovation are poised to boost consumer demand and revenue growth.
Seeking Alpha • Jul 31

Skechers Is An Excellent Long-Term Buy And Hold

Summary Skechers is a steady performer in casual and athletic footwear, offering good returns to shareholders, with an impressive 14% annual return in the last 10 years. Skechers' sustainability, durability, and diverse appeal shield investors from volatility. Skechers higher margin DTC segment is growing faster than its wholesale segment, expanding margins for the company. Asia Pacific should continue to grow fast, allowing Skechers to grow revenues at 10% and earnings at 17% for the next 4 years. At a P/E of 16, and a PEG ratio of just 0.8, Skechers is a bargain. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:SKX - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202711,1576336581,0234
12/31/202610,37554732056510
12/31/20259,6555292357669
6/30/20259,41266563641N/A
3/31/20259,129635113619N/A
12/31/20248,969639271687N/A
9/30/20248,718627399767N/A
6/30/20248,3955808051,150N/A
3/31/20248,250592649958N/A
12/31/20238,0005469071,231N/A
9/30/20237,9185348661,200N/A
6/30/20237,772475316659N/A
3/31/20237,627412267608N/A
12/31/20227,445373-121238N/A
9/30/20227,221700-422-84N/A
6/30/20226,901717-27750N/A
3/31/20226,695764-22491N/A
12/31/20216,310742-98212N/A
9/30/20215,984392195528N/A
6/30/20215,730354166472N/A
3/31/20214,800148133453N/A
12/31/20204,6139922331N/A
9/30/20204,619105-140134N/A
6/30/20204,67514498358N/A
3/31/20205,20828782355N/A
12/31/20195,243347190427N/A
9/30/20194,993334285505N/A
6/30/20194,814322350558N/A
3/31/20194,689292N/A502N/A
12/31/20184,663301N/A569N/A
9/30/20184,554187N/A397N/A
6/30/20184,470189N/A306N/A
3/31/20184,359203N/A247N/A
12/31/20174,181179N/A159N/A
9/30/20173,973253N/A294N/A
6/30/20173,821225N/A288N/A
3/31/20173,673240N/A309N/A
12/31/20163,577243N/A362N/A
9/30/20163,535266N/A316N/A
6/30/20163,448268N/A328N/A
3/31/20163,371273N/A249N/A
12/31/20153,159232N/A232N/A
9/30/20153,004224N/A203N/A
6/30/20152,822209N/A177N/A
3/31/20152,607164N/A142N/A
12/31/20142,387139N/A164N/A
9/30/20142,268131N/A173N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: SKX şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -4.1% ).

Kazançlar ve Piyasa: SKX şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -4.1% ).

Yüksek Büyüme Kazançları: SKX şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: SKX şirketinin gelirinin (yıllık 6.8% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: SKX şirketinin gelirinin (yıllık 6.8% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: SKX 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 11.2 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2025/09/13 09:46
Gün Sonu Hisse Fiyatı2025/09/11 00:00
Kazançlar2025/06/30
Yıllık Kazançlar2024/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Skechers U.S.A., Inc. 14 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John StaszakArgus Research Company
Brian McNamaraBerenberg
Laurent VasilescuBNP Paribas