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    Yanling Wong • Evercore ISI

    Yanling Wong's questions to Skechers USA Inc (SKX) leadership

    Yanling Wong's questions to Skechers USA Inc (SKX) leadership • Q4 2024

    Question

    Yanling Wong from Evercore ISI inquired about the drivers of strong growth in the EMEA region, the current size of the performance category, and the expected cadence of recovery in China.

    Answer

    John Vandemore (executive) attributed the fantastic EMEA performance to broad-based strength and strong consumer embrace of comfort technologies like Skechers Hands-free Slip-ins. He declined to specify the size of the performance division but highlighted its strategic importance and halo effect on the brand. Regarding China, he reiterated that Q1 faces a tough comparison, with improvement expected as the year progresses, though a tremendous turnaround is not anticipated for 2025.

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    Yanling Wong's questions to Skechers USA Inc (SKX) leadership • Q3 2024

    Question

    Yanling Wong asked for more detail on whether the weakness in China was macro-driven or company-specific, and questioned why the implied second-half operating margin guidance appeared to be lower.

    Answer

    CFO John Vandemore asserted that the weakness in China was a broad macroeconomic condition, not an issue specific to the Skechers brand. Regarding margins, he did not provide specific Q4 guidance but reiterated the company's full-year goal of achieving double-digit operating margins, framing it as a key milestone and a point of success for the year.

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    Yanling Wong's questions to Canada Goose Holdings Inc (GOOS) leadership

    Yanling Wong's questions to Canada Goose Holdings Inc (GOOS) leadership • Q1 2025

    Question

    Yanling Wong, on behalf of Michael Binetti, asked about the gross margin impact from the new European manufacturing facility's fixed costs for the remainder of the year.

    Answer

    The question was not answered due to an apparent audio gap in the transcript, after which the operator proceeded to the next question.

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