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I rialzisti dicono
Earnings and guidance
Sales growth exceeded prior guidance and full-year profit guidance was raised, signaling potential upside to earnings from stronger-than-expected demand.
Gross margin and pricing discipline
Tariff refunds and disciplined pricing that avoids wholesale discounting boosted reported gross margins and supported profitability.
Product momentum and market share
New Performance and Lifestyle products are resonating with customers and helping the company gain market share across key regions, supporting renewed footwear and apparel growth.
Marketing and operating expenses
One-off marketing and distribution spending around major events increased operating costs and led to an earnings shortfall that pressured margins.
Fulfillment and labor costs
Higher shipping and labor costs tied to the direct-to-consumer expansion elevated operating expenses and reduced underlying profit margins.
Wholesale sell-in and European promotion risk
A conservative wholesale sell-in approach and a promotional retail environment in Europe constrained third-party retailer demand and created uncertainty for future wholesale sales.
