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Dollar General: The Rural Retailer Playbook
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Rocky Brands
Rocky Brands (RCKY) investor relations material
Rocky Brands Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary24 Feb, 2026
Executive summary
Achieved highest quarterly growth rate of the year in Q4 2025, with net sales up 9.1% year-over-year to $139.7 million, driven by strong direct-to-consumer demand and robust holiday season performance.
Full-year 2025 net sales increased 6.2% to $482.0 million, with gross margin expansion of 150 basis points and net income up 95.6% to $22.3 million.
Adjusted net income for 2025 was $24.5 million, or $3.26 per diluted share, up from $19.0 million, or $2.54 per share, in 2024.
Operational agility in supply chain and diversified sourcing offset tariff impacts and positioned the company for future margin tailwinds.
Board authorized a new $7.5 million share repurchase program, replacing the previous plan.
Financial highlights
Q4 2025 net sales rose 9.1% to $139.7 million; retail sales up 30.8% to $57 million, wholesale down 2.1% to $79.6 million, contract manufacturing flat at $3.2 million.
Q4 gross profit was $57.7 million (41.3% margin), slightly down from 41.5% last year due to $8.3 million in tariffs and sourcing variances.
Q4 operating expenses were $48.1 million (34.5% of sales); adjusted operating expenses were $47.4 million (34.0% of sales).
Q4 GAAP net income was $6.5 million ($0.86 per diluted share); adjusted net income was $7.2 million ($0.94 per share), down from $8.9 million ($1.19 per share) last year.
Full-year gross margin improved 150 bps to 40.9% of net sales, driven by higher wholesale margins and retail mix.
Outlook and guidance
2026 revenue expected to grow ~6%, with retail segment outpacing wholesale.
Gross margins forecasted to remain similar to 2025, despite ~$10 million in tariffs, mostly impacting the first half.
SG&A to increase in dollars due to higher marketing spend, but expected to leverage by 80 basis points as a percentage of revenue.
Interest expense to decline modestly; EPS growth projected in the low teens, with all earnings growth expected in the second half, especially Q4.
Management expects to capitalize on growth opportunities in 2026, citing strong brand momentum and diversified sourcing to offset tariffs.
How effective is sourcing diversification vs. tariffs?
What drove Q4 Retail segment's 30.8% growth?
What was the impact of April 2024 debt refinancing?
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Next Rocky Brands earnings date
Q1 202628 Apr, 2026
Rocky Brands
Next Rocky Brands earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
Rocky Brands Inc designs, manufactures, and markets footwear and apparel under brands serving work, outdoor, duty, and western markets. The company’s products include boots, shoes, and workwear tailored to both consumer and commercial markets. Rocky Brands distributes its products through retail, wholesale, and direct-to-consumer channels. The company is headquartered in Nelsonville, Ohio, and its shares are listed on the NASDAQ.
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