Weyco Group, Inc. (WEYS)
NASDAQConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-09-04
$45.37+2.67%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-09-04
Intact: The reason to own it still holds.
Weyco Group sells footwear with steady profit margins near 15%. It earns about $0.92 per share and pays a 3% dividend yield. The stock trades below peers with a price-to-earnings ratio of 15.15 versus 17.27. Management confidence improved by 16.7 points recently.
Revenue is expected to decline about 7% next year. The company faces sector headwinds and a recent pension plan termination. Loss of key finance staff and credit facility amendments may pressure cash flow.
The price is about 6% below our fair value near $40. Analysts expect about 7% revenue decline. Our view aligns with this cautious outlook but sees value given the stable profit and dividend.
Breaks if: dividend yield falls below 2.5% or dividend cut announced
Breaks if: EPS falls below $0.81 in FY25
Breaks if: profit margin falls below 12%
Breaks if: revenue decline worse than -7.3% YoY next year
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on organic growth and strong brand performance. The current thesis state is intact, supported by recent strong financial results.
The valuation suggests that WEYS is priced cheaply compared to its peers, with a slight expectations gap indicating that the market may not fully recognize its potential. The current environment does not show signs of fragility, which supports the stability of its valuation.
Fundamentals are likely to remain strong, as management continues to prioritize organic growth and effectively manage tariff impacts. However, there is a moderate near-term risk of missing earnings expectations, given the company's recent history.
The long-term thesis hinges on several factors, including the company's ability to maintain guidance and manage inflationary pressures. Additionally, performance from sector leaders could influence WEYS's momentum positively.
Over the next 1 to 3 years, WEYS appears to be positioned well, but it must navigate sector headwinds and maintain execution on its priorities. Not investment advice.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The company posted stronger Q2 2026 results due to tariff refunds. This positively impacts cost management and supports the overall thesis. There are no new threats identified that could weaken this outlook.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.