WEYS

Earnings Performance: Weyco Group, Inc. reported a decline in earnings per share to 69 cents for Q3 2025, down from 84 cents in Q3 2024, with net sales of $73.1 million reflecting a 2% decrease year-over-year, primarily due to tariffs and lower sales volume.

Segment Analysis: The North American wholesale segment saw a 2% drop in sales to $60.2 million, impacted by a key customer issue, while the retail segment's sales fell 4% to $7 million due to weaker demand on e-commerce platforms.

Tariff Impact and Strategy: CEO Thomas Florsheim Jr. highlighted the adverse effects of tariffs, particularly a 30% tariff on Chinese imports, and outlined long-term strategies to diversify manufacturing and mitigate tariff exposure.

Dividend Declaration and Financial Position: The Board declared a special cash dividend of $2.00 per share, alongside a regular dividend, reflecting Weyco's strong liquidity with $78.5 million in cash and no debt, while also announcing the winding down of the Forsake brand to optimize its portfolio.

Zacks Research Daily Highlights: Today's report features research on 12 major stocks, including Boston Scientific, Union Pacific, and Realty Income, with a focus on unique insights into micro-cap stock Weyco Group.

Boston Scientific Performance: The company has shown strong growth in its MedSurg and Cardiovascular lines, despite macroeconomic challenges, with a notable 94% growth in its Electrophysiology arm in Q2.

Union Pacific Challenges: Facing a soft freight market and reduced consumer sentiment, Union Pacific is cutting costs and maintaining dividends while struggling with revenue weakness due to geopolitical and economic pressures.

Realty Income Stability and Concerns: Realty Income benefits from a stable portfolio of essential goods but faces challenges from growing e-commerce and market uncertainties, impacting its single-tenant asset exposure.