pixelfit Deckers Outdoor Corporation (NYSE:DECK) brought a quarterly direct to consumer net sales increase of 38% y/y, and better EPS than expected. I believe that the company is doing much better than peers out there. If we also take into account internationalization efforts, the stock repurchase program, and the total amount of cash in hand,…
Wirestock Skechers (NYSE:SKX) sells shoes globally. The company’s offering ranges from casual to athletic sneakers, sandals, and apparel. Skechers currently has quite a large share of its sales in the wholesale segment – in 2022, around 62% of Skechers’ sales came from wholesale, and only 38% from direct-to-customer. Skechers operates around a third of the…
JHVEPhoto Since the launch of Disney+ in late 2019, Disney (NYSE:DIS) embarked on their direct-to-consumer streaming journey, offering Disney+, ESPN+, and Hulu directly to consumers. Subscribers surged during the pandemic, but growth has now slowed. I believe Disney won’t generate operating profits from their Direct-to-Consumer business soon due to heavy content spending, which continues to…