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    Joshua Reiss • Raymond James

    Joshua Reiss's questions to Skechers USA Inc (SKX) leadership

    Joshua Reiss's questions to Skechers USA Inc (SKX) leadership • Q1 2025

    Question

    Joshua Reiss of Raymond James, on for Rick Patel, asked if Skechers could use airfreight to delay sourcing decisions amid tariff uncertainty. He also inquired about the confidence level of wholesale partners in taking on new inventory and whether the D2C channel could compensate for any potential softness in wholesale orders.

    Answer

    Executive John Vandemore dismissed airfreight as a mass solution, stating its high cost outweighs the minimal time benefit. He acknowledged that wholesale partners are more nervous than three months ago but emphasized that Skechers maintains the flexibility to lean on its DTC channel if needed. Executive David Weinberg added that the company's focus remains on meeting consumer demand, regardless of the channel, and will be ready to pivot as necessary.

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    Joshua Reiss's questions to Figs Inc (FIGS) leadership

    Joshua Reiss's questions to Figs Inc (FIGS) leadership • Q3 2024

    Question

    Joshua Reiss, on behalf of Rick Patel, asked for more color on the U.S. business, including net customer additions and spending trends, and questioned if the footwear performance issues were primarily concentrated in the U.S.

    Answer

    Co-Founder and CEO Trina Spear attributed the Q3 decline in the U.S. business to specific, controllable issues, namely footwear inventory and pricing strategy, and the later timing of the back-to-school promotion. She emphasized that the company is focused on executing on these inputs to drive future results.

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