SKX Skechers U.S.A., Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
21:00
Jul 02
Jul 02
3G involvement will hurt Skechers' quality.
A entrada do 3G na Skechers (SKX) deve repetir o histórico de piora da qualidade dos produtos em nome do corte de custos, como visto com as cervejas artesanais da Ambev e outras investidas, deteriorando o valor da marca.
MED
04:40
Feb 10
Feb 10
3G Capital recently invested in Skechers. Schwartz notes SKX is the 3rd largest sneaker company globally (behind Nike/Adidas), growing mid-to-high single digits, with $9B in sales vs Adidas' $14B. Unlike competitors reliant on "hero skews" (e.g., Jordans or Yeezys), SKX has a diversified product mix and high customer loyalty. Crucially, SKX owns its distribution (5,000+ stores/DTC), insulating it from the "retailer disintermediation" risk that plagued 3G's CPG investments. 3G's entry signals a conviction in SKX's undervaluation relative to its growth and a potential for operational improvements to close the gap with Adidas. Consumer spending slowdown; failure to maintain growth without a "hype" product.
About SKX Analyst Coverage
Buzzberg tracks SKX (Skechers U.S.A., Inc.) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked. Latest voices: Roberto Valverde, Daniel Schwartz.