Weyco Group, Inc.

NasdaqGS:WEYS Stok Raporu

Piyasa değeri: US$326.5m

Weyco Group Yönetim

Yönetim kriter kontrolleri 4/4

Weyco Group CEO'su Tom Florsheim, Jan2002 tarihinde atandı, in görev süresi 24.33 yıldır. in toplam yıllık tazminatı $ 920.17K olup, şirket hissesi ve opsiyonları dahil olmak üzere 86% maaş ve 14% ikramiyelerden oluşmaktadır. şirketin hisselerinin 14.36% ine doğrudan sahiptir ve bu hisseler $ 45.79M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 10.2 yıl ve 30.3 yıldır.

Anahtar bilgiler

Tom Florsheim

İcra Kurulu Başkanı

US$920.2k

Toplam tazminat

CEO maaş yüzdesi86.02%
CEO görev süresi24.3yrs
CEO sahipliği14.4%
Yönetim ortalama görev süresi10.2yrs
Yönetim Kurulu ortalama görev süresi30.3yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha • 5h

Weyco Group Is Starting Off 2026 On The Right Foot

Summary Weyco Group, Inc. remains a Buy as profitability improves despite flat revenue and a recent 14.6% stock outperformance. WEYS benefits from a robust balance sheet, holding $90.8 million in cash with no debt, minimizing investor risk. Operational restructuring, cost reductions, and winding down unprofitable brands have driven margin expansion and improved cash flow. Potential $18.6 million tariff recovery and a mid-single-digit EV/EBITDA multiple further support the bullish thesis. Read the full article on Seeking Alpha
Analiz Makalesi • Nov 21

Estimating The Fair Value Of Weyco Group, Inc. (NASDAQ:WEYS)

Key Insights Weyco Group's estimated fair value is US$34.51 based on 2 Stage Free Cash Flow to Equity Weyco Group's...
Analiz Makalesi • Jun 28

Earnings Working Against Weyco Group, Inc.'s (NASDAQ:WEYS) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Seeking Alpha • Mar 13

Weyco Group: Despite Top Line Weakness, This Firm Is A Good Value Pick

Summary Despite industry weakness, Weyco Group's strong balance sheet and cheap stock justify maintaining a 'buy' rating. Revenue dropped 8.7% year-over-year, mainly due to a 27% plunge in BOGS brand sales and mild weather. North American Retail segment showed growth, while the firm maintained profits and robust cash flows despite lower revenue. Industry-wide risks include potential tariffs and a budget-constrained consumer, but Weyco's valuation remains attractive compared to peers. Read the full article on Seeking Alpha
Seeking Alpha • Mar 06

Weyco Group Is Navigating Into A Tariff Storm, And The Outcome Is Uncertain

Summary Weyco Group, Inc.'s 4Q24 earnings show mixed results: Florsheim's growth stabilizes sales, but BOGS and legacy brands struggle with market share and product innovation. Tariffs on Chinese imports could increase product costs by 20pp, significantly impacting Weyco's gross margins and adding uncertainty for 2025. Despite a 12% NOPAT/EV yield, risks like declining categories, BOGS' market share loss, and tariff pressures justify maintaining a Hold rating. Weyco's financial stability is overshadowed by weak growth prospects and potential pricing pressures, making the 12% WEYS stock yield insufficient compensation for the risks. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Weyco: New Athleisure Styles, Connection With Retailers, And Cheap

Summary Weyco Group's new hybrid and athleisure styles are driving significant online revenue growth, positioning the company for future net sales increases. The company's strong relationships with retailers and licensing agreements in various markets provide a stable revenue base and growth opportunities. Weyco's extensive industry experience and in-house design capabilities are expected to accelerate future net revenue growth through successful new product introductions. Given ongoing stock repurchases and current undervaluation, Weyco appears to be a buy, with potential for stock price appreciation as more analysts cover the stock. Read the full article on Seeking Alpha
Seeking Alpha • Sep 10

Weyco's Q2 2024 Shows Sequential Improvement. The Stock Is Attractive Into H2 2024

Summary Weyco Group's 2Q24 results show improved wholesale trends, with sales down 5% YoY but better than previous quarters' declines. Key brands Florsheim and Nunn Bush posted positive growth, while Stacy Adams and BOGS showed sequential improvements despite challenges. Lower product costs and stable prices have maintained gross margins, supporting profitability even with lower sales. Despite a 15% stock appreciation, Weyco remains a Buy due to attractive valuation, stable margins, and potential growth in 2H24. Read the full article on Seeking Alpha
Seeking Alpha • Jul 05

Weyco Group Could Benefit From A Retailer Restocking; Market Is Overly Pessimistic, But Stock Is A Buy

Summary Weyco Group is a shoe designer and wholesaler with six brands focused on men's leather dress and casual shoes, as well as winter and outdoor boots. Despite challenging fashion trends for much of the past decade, WEYS has maintained gross and operating margins, positioning itself competitively in the market. The company's current valuation implies a return to pre-pandemic profitability, but its higher profits and potential for retailers to restock inventory suggest a possible upward repricing, making it a Buy at current prices. Read the full article on Seeking Alpha
Seeking Alpha • Mar 25

Weyco Group Needs Some More Time To Play Out

Summary Weyco Group, a small footwear designer and distributor, is experiencing weakness in revenue but has strong profits and cash flows. The decline in revenue is attributable to market saturation and lower demand, particularly in the outdoor market. Despite the decline in revenue, WEYS's profitability metrics have improved, and its shares are trading at a discount compared to similar firms. Read the full article on Seeking Alpha
Analiz Makalesi • Mar 21

Weyco Group's (NASDAQ:WEYS) Solid Earnings Have Been Accounted For Conservatively

Despite posting healthy earnings, Weyco Group, Inc.'s ( NASDAQ:WEYS ) stock has been quite weak. Our analysis suggests...
Analiz Makalesi • Mar 08

Weyco Group (NASDAQ:WEYS) Is Looking To Continue Growing Its Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Analiz Makalesi • Nov 08

There's Been No Shortage Of Growth Recently For Weyco Group's (NASDAQ:WEYS) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Analiz Makalesi • May 06

Weyco Group (NASDAQ:WEYS) Is Paying Out A Larger Dividend Than Last Year

Weyco Group, Inc. ( NASDAQ:WEYS ) has announced that it will be increasing its dividend from last year's comparable...
Analiz Makalesi • Mar 11

Weyco Group's (NASDAQ:WEYS) Dividend Will Be $0.24

Weyco Group, Inc.'s ( NASDAQ:WEYS ) investors are due to receive a payment of $0.24 per share on 31st of March. This...
Analiz Makalesi • Mar 10

Here's Why We Think Weyco Group (NASDAQ:WEYS) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analiz Makalesi • Jan 16

Is Weyco Group (NASDAQ:WEYS) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi • Nov 17

Weyco Group (NASDAQ:WEYS) Will Pay A Dividend Of $0.24

Weyco Group, Inc. ( NASDAQ:WEYS ) will pay a dividend of $0.24 on the 3rd of January. This means the annual payment is...
Seeking Alpha • Sep 23

Weyco: A Fairly Valued Dividend Stock With A Strong Balance Sheet

Summary Weyco Group, Inc. is recovering fast from the pandemic sales slump and is on the path to reach pre-pandemic sales and profitability levels. Weyco pays a high and well-covered dividend, boosted by moderate stock repurchases. After the recent market-wide selloff, Weyco has returned to fair valuation, which provides a good entry point for a dividend investor. The company and the stock are backed by strong balance sheet and net current assets, and PP&E cover over 70% of the market cap. The company has added a new brand to its portfolio to drive growth, which has been missing for the past decade. Weyco Group, Inc. (WEYS) has many characteristics of a Peter Lynch type of a business. Weyco is a small-cap family-owned company which has no analyst following. The company has proved its resiliency since its inception in 1892. The company has a strong balance sheet, well-covered dividend and high insider ownership. Although the company has experienced a lack of growth in the past decade, it's continuing to recover fast from the Covid-19 sales slump. After the recent market-wide selloff, the company has returned back to fair value, which represents a good entry point for a long-term dividend investor. Even if the company designs and sells nice-looking shoes, the industry characteristics should limit the weighing of the stock in a balanced portfolio. Company overview The net sales of Weyco were $268 million in 2021. Weyco designs and sells shoes under six different brands: Florsheim, Stacy Adams, Nunn Bush, Bogs, Rafters and Forsake. Most of its sales (77%) are generated through a wholesale channel in 10,000 points of sale. The company also engages in retail sales (12%) mainly through e-commerce. In 2013, the company operated 23 brick-and-mortar stores, and last year the number was reduced down to four. Online transactions account for the vast majority of the Company's retail sales. The Company's online businesses are trending well above industry e-commerce growth numbers, which speaks to both the strength of its brands as well as its execution in this space. The Company continues to invest resources in marketing and analytical tools to build its e-commerce platform. - Weyco, Annual report 2021 Weyco operates almost entirely in North America, where it generates 88% of the net sales. The rest is generated mainly in Australia (8%) and on a small scale in South Africa and Asia. The company sources its products from over 60 suppliers in China, India, Cambodia, Vietnam and Dominican Republic. The sourcing is mainly nominated in dollars. The two sons of the founder, Thomas W Jr Florsheim (Chairman and CEO) and John W Florsheim ((COO)), own close to 32% of the shares outstanding. Both brothers have been executive officers in the company since 1996. Taking a look at the rearview mirror The company reports its performance under three segments: North American Wholesale, North American Retail, and Others, meaning its international sales. North American Wholesale has been historically a steady performer despite the difficulties of its brick-and-mortar customers. Despite the downfall of its own brick-and-mortar business, the North American Retail segment seems to be doing the best job in terms of growth and profitability. The company is taking advantage of its brands and e-commerce. The Other segment appears to be in a terminal decline and a burden to the profitability of the company. Weyco seems to be lacking a competitive power internationally. For the well-being of the company, it is crucial that Weyco finds a solid profitable strategy and position for its international businesses. Financials 2012-2021. (Weyco 10-Ks.) In the H1 2022, total sales increased by 49%. North American Wholesale increased its sales by 67% and operating earnings 125%, North American Retail 29% and 1%, respectively, and finally the Other segment continued its decline by -17% and -49%, which was still impacted by the closing of the business in Europe. In 2021, the company exited its business in Europe. The revenue in Europe was only less than 1% of the total. Overall, in 2022 the company's margins are on the path to normalization. Data by YCharts A dividend play For a small company, Weyco has paid a steady dividend. From 2006 until 2018 the company had a long streak of modest dividend increases by a cent or a two. From 2019, the dividend has remained flat at a quarterly dividend of $0.24 per share, translating to an annual dividend of $0.96 and a dividend yield of 4.3% and a payout ratio of 39%. Valuing the company based on a dividend discount model gives us a fair value of $23.17 when applying a realized historical CAGR of 4.1% and an 8% discount rate. Dividend discount valuation. (Author's own calculation, model by Lynn Schwartz Alder.) In addition to the dividend, Weyco repurchases shares under favorable market conditions. Over the past 10 years, the company has reduced its share count by nearly 12%. This component would add approximately one percentage point of shareholder yield on top of the dividend. Data by YCharts Fairly valued and backed by current assets Weyco stock is trading around its fair value, based on the trailing 12-month earnings per share of $2.48 and the dividend of $0.96. The model assumes extrapolation of historical EPS growth rate of 2.3% to the following 5 years and a lower rate of 2% to the years between 5-10 years. The model assumes that the company would return to increase its dividend by a cent per year. By applying an 8% discount rate and a P/E of 13, we arrive at a fair value of $25.24. Simple two stage model valuation. (Author's own calculation, model by Lynn Schwartz Alder.) The company is financially well positioned for the current market environment of increasing interest rates. Weyco carries no long-term debt. Its total current assets and PP&E less current liabilities are worth $16.2 per share. This is a high proportion considering that the company only engages in capital-light activities of design, sales and distribution. Company's current market cap is close to its total book value.
Analiz Makalesi • Sep 01

With EPS Growth And More, Weyco Group (NASDAQ:WEYS) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha • Aug 24

Weyco goes ex-dividend tomorrow

Weyco (NASDAQ:WEYS) declares $0.24/share quarterly dividend, in line with previous. Forward yield 3.4% Payable Sept. 30; for shareholders of record Aug. 26; ex-div Aug. 25. See WEYS Dividend Scorecard, Yield Chart, & Dividend Growth.

CEO Tazminat Analizi

Tom Florsheim'un ücretlendirmesi Weyco Group'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$24m

Dec 31 2025US$920kUS$792k

US$23m

Sep 30 2025n/an/a

US$24m

Jun 30 2025n/an/a

US$26m

Mar 31 2025n/an/a

US$29m

Dec 31 2024US$1mUS$776k

US$30m

Sep 30 2024n/an/a

US$29m

Jun 30 2024n/an/a

US$30m

Mar 31 2024n/an/a

US$29m

Dec 31 2023US$1mUS$753k

US$30m

Sep 30 2023n/an/a

US$32m

Jun 30 2023n/an/a

US$33m

Mar 31 2023n/an/a

US$33m

Dec 31 2022US$1mUS$731k

US$30m

Sep 30 2022n/an/a

US$30m

Jun 30 2022n/an/a

US$24m

Mar 31 2022n/an/a

US$23m

Dec 31 2021US$1mUS$710k

US$21m

Sep 30 2021n/an/a

US$15m

Jun 30 2021n/an/a

US$4m

Mar 31 2021n/an/a

-US$8m

Dec 31 2020US$744kUS$656k

-US$8m

Sep 30 2020n/an/a

-US$5m

Jun 30 2020n/an/a

US$8m

Mar 31 2020n/an/a

US$18m

Dec 31 2019US$1mUS$679k

US$21m

Tazminat ve Piyasa: Tom 'nin toplam tazminatı ($USD 920.17K ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 2.72M ).

Tazminat ve Kazançlar: Tom 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Tom Florsheim (67 yo)

24.3yrs
Görev süresi
US$920,173
Tazminat

Mr. Thomas W. Florsheim, Jr. also known as Tom, has been Director at Weyco Group, Inc. since 1999 and is its Chairman of the Board and Chief Executive Officer since 2002. Mr. Florsheim has been working wit...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Thomas Florsheim
Chairman & CEO24.3yrsUS$920.17k14.36%
$ 46.9m
John Florsheim
President24.3yrsUS$879.83k11.04%
$ 36.0m
Kevin Schiff
VP & President of Florsheim Brand15.5yrsUS$666.42k0.31%
$ 1.0m
Judy Anderson
VP, CFO & Secretary4yrsVeri yok0.15%
$ 500.2k
Stephanie Liebl
VP of Finance & Principal Accounting Officerless than a yearVeri yok0.020%
$ 66.6k
George Sotiros
VP of Distribution & Chief Information Officer1.3yrsVeri yok0.51%
$ 1.7m
Jeff Douglass
Vice President of Marketing11.3yrsVeri yok0.094%
$ 305.7k
DeAnna Osteen
Vice President of Human Resources9yrsVeri yokVeri yok
Brian Flannery
VP & President of Stacy Adams Brand19.3yrsUS$636.72k0.38%
$ 1.2m
Dustin Combs
VP & President of Bogs Brand11.3yrsVeri yok0.037%
$ 119.9k
Joshua Wisenthal
VP & President of Weyco Canada4.3yrsVeri yok0.079%
$ 258.4k
Kate Destinon
VP & President of Nunn Bush Brand5.3yrsVeri yok0.089%
$ 290.0k
10.2yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim: WEYS 'un yönetim ekibi deneyimli ve deneyimlidir ( 10.2 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Thomas Florsheim
Chairman & CEO30.3yrsUS$920.17k14.36%
$ 46.9m
John Florsheim
President30.3yrsUS$879.83k11.04%
$ 36.0m
Frederick Stratton
Independent Director50.3yrsUS$100.78k1.67%
$ 5.5m
Thomas Florsheim
Chairman Emeritus62.3yrsUS$115.18k10.78%
$ 35.2m
Cory Nettles
Independent Director21.1yrsUS$100.78k0.16%
$ 529.5k
Tina Chang
Independent Director19.3yrsUS$100.78k0.19%
$ 625.7k
Becky Kryger
Independent Directorless than a yearUS$50.39k0.010%
$ 32.8k
30.3yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: WEYS 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 30.3 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 21:29
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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

Weyco Group, Inc. 1 Bu analistlerden 0, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Mitchel KummetzB. Riley Securities, Inc.