Rocky Brands, Inc.·Consumer Cyclical

Deprince Race and Zollo Inc. raised its holdings in Rocky Brands, Inc. (NASDAQ: RCKY) by 19.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 129,890 shares of the textile maker's stock after purchasing an additional 21,028 shares during the period. Deprince

Expansion Builds on Longstanding Collaboration with Rocky Boots, Bringing Additional Rocky Brands Portfolio Leaders into Guidefitter's Professional Network BOZEMAN, Mont., April 2, 2026 /PRNewswire/ -- Guidefitter, a leading outdoor recreation technology platform connecting brands with verified outdoor professionals, today announced an expanded partnership with Rocky Brands, Inc. (NASDAQ: RCKY).

As of Feb. 26, 2026, two stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Rocky Brands, Inc. reported strong Q4 '25 results with 9% revenue growth and expanding operating income, driven by harsh winter demand. Despite retail sales surging 30% and now comprising 40% of revenues, gross margins remained flat, highlighting profitability challenges. Adjusted OpEx rose 18% due to higher marketing and logistics costs, causing adjusted operating profits to decline 22% year-over-year.

Rocky Brands, Inc. delivered a strong Q4 2025, with revenue up 9.1% to $139.7M and EPS exceeding expectations. The retail segment, led by XTRATUF, drove growth; e-commerce and licensed products boosted brand momentum. Despite tariff headwinds, RCKY projects 2026 revenue growth of 6% and low-teens EPS growth, supporting management's optimism.

Rocky Brands, Inc. (RCKY) Q4 2025 Earnings Call Transcript
Rocky Brands, Inc. designs, manufactures, and markets footwear and apparel under the Rocky, Georgia Boot, Durango, Lehigh, Muck, XTRATUF, Servus, NEOS, Ranger, and licensed Michelin brand names in the United States, Canada, and internationally. It operates through Wholesale, Retail, and Contract Manufacturing segments. The Wholesale segment offers products in approximately 10,000 retail locations through a range of distribution channels comprising sporting goods stores, outdoor retailers, independent shoe retailers, hardware stores, catalogs, mass merchants, uniform stores, farm store chains, specialty safety stores, and specialty and online retailers. The Retail segment sells its products directly to consumers through its e-commerce websites, including rockyboots.com, georgiaboot.com, durangoboot.com, lehighoutfitters.com, lehighsafetyshoes.com, slipgrips.com,muckbootcompany.com,xtratuf.com, and Rocky outlet store in Nelsonville, Ohio, and retail stores. The Contract Manufacturing segment include private label sales and any sales to customers which are contracted to manufacture a specific footwear product for a customer and include sales to the U.S. Military. It serves industrial and construction workers, as well as workers in the hospitality industry, such as restaurants or hotels; farmers and ranchers; consumers enamored with western influenced fashion; commercial military personnel; hunting, fishing, camping, and hiking enthusiasts; law enforcement, security personnel, and postal employees; and for the U.S. military personnel. Rocky Brands, Inc. was founded in 1932 and is headquartered in Nelsonville, Ohio.
Consumer Cyclical
Apparel - Footwear & Accessories
2,530
1993-02-03
2.58