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
QuarterlyIQ Insights · WEYS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Management emphasizes driving organic growth through brand sales increases and e-commerce expansion.
Stated as a priority in 2 of last 2 quarters. Revenue grew from $58.2M in 2025-Q2 to $62.2M in 2026-Q2 (+7%). Florsheim brand sales increased 12% in 2026-Q2 versus prior year. Management consistently highlights organic growth focus and brand strength, indicating delivery on this priority.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 63% of the time over the next year (vs 50% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Chairman and CEO: 'Three of our brands posting solid wholesale sales growth, led by Florsheim... gains in Florsheim's e-commerce business.'”
“CEO: 'Florsheim delivered another strong quarter... other brands faced headwinds... focused on executing within a fluid trade environment.'”
Continue to recover previously paid tariffs and mitigate ongoing tariff-related gross margin pressure.
Stated in 2 of last 2 quarters. Management recognized $15.3M tariff refunds in 2026-Q2, boosting gross earnings margin from 37.6% in 2025-Q2 to 70.4% in 2026-Q2. Mitigation strategies for ongoing tariff impacts remain active. The trajectory shows delivering on tariff recovery and active management of tariff risks.
“Recognized $15.3 million in tariff refunds as reduction to cost of sales; mitigation strategies in place for future tariff developments.”
“Encouraged by recent progress in tariff refund process; focused on executing within fluid trade environment with mitigation actions.”
Preserve financial strength to fund organic growth and pursue strategic opportunities.
Stated in 3 of last 3 quarters. Cash and cash equivalents increased from $89.0M in 2026-Q1 to $93.7M in 2026-Q2. Total assets grew from $296.3M to $311.1M over the same period. Management consistently affirms strong liquidity to fund growth and strategic opportunities, indicating delivery on this priority.
“Cash and cash equivalents of $93.7 million and tariff refund receivable of $17.4 million support liquidity.”
“Cash and cash equivalents of $89.0 million; strong liquidity position maintained.”
“Strong balance sheet and liquidity to fund growth and strategic opportunities as they arise.”
Raise quarterly dividend to return value to shareholders and reflect confidence in cash flow.
Stated in 2 of last 2 quarters. Dividend per share increased from $0.27 in 2026-Q1 to $0.28 in 2026-Q2, reflecting management's commitment to returning value to shareholders. The trajectory shows consistent dividend growth aligned with cash flow.
“Board declared cash dividend of $0.28 per share, payable September 30, 2026.”
“Board declared cash dividend of $0.28 per share, a 4% increase over prior quarterly dividend.”
Over the trailing year it converted 2.67x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
14 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 53% for the rest of the cohort, n=2538).
Not investment advice. As of 2026-09-04.