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Company

WEYCO GROUP INC

Ticker
WEYS
Sector
Industry
Report date
August 8, 2026
Valye AI Score

100

Very high visibility
Recent developments
Recent developments summary

Recent developments include Q2 2026 earnings call highlights and Q1 2026 earnings improvements driven by the Florsheim brand. Prior quarters showed tariff and demand pressures affecting earnings.

Recent developments:
  • Weyco Group reported Q2 2026 earnings with net sales of $62.2 million and net income of $13.3 million, reflecting operational performance improvements [N1][S2].
  • Q1 2026 earnings rose year-over-year, supported by strength in the Florsheim brand, contributing to a 7% stock rise reported in May 2026 [N2][N3][N4].
  • Q4 2025 earnings declined year-over-year due to tariffs and soft demand, highlighting ongoing external challenges [N6][N7].
  • The company has managed tariff impacts and demand fluctuations through operational adjustments and tariff refund receivables [N6][S2].
Overview

WEYCO GROUP INC is a US-based company publicly traded on Nasdaq under the ticker WEYS. The company operates in wholesale and retail segments, with a portfolio including the Florsheim brand. As of June 30, 2026, the company reported total assets of approximately $311 million and total equity of about $255 million. The balance sheet shows strong liquidity with cash and cash equivalents of $93.7 million and a current ratio of 7.55. The company reported net sales of $62.2 million and net income of $13.3 million for Q2 2026, with earnings per share of $1.41 basic and $1.39 diluted. Recent earnings calls and news coverage highlight operational performance, tariff impacts, and brand strength.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. Weyco Group Inc reported net sales of $62.2 million and net income of $13.3 million for Q2 2026, with strong liquidity ratios including a current ratio of 7.55 and cash ratio of 3.55 as of June 30, 2026. Recent news highlights include earnings call transcripts and summaries indicating year-over-year earnings improvement in Q1 2026 driven by the Florsheim brand, while prior quarters faced tariff and demand pressures [S2][N1][N2][N3][N4][N6].

Scenarios for WEYS

Bull case model:

The company has shown earnings improvement in recent quarters, notably with Q1 2026 earnings rising year-over-year driven by strength in the Florsheim brand. Strong liquidity ratios and a solid balance sheet provide financial flexibility. The ability to manage tariff impacts and adapt to demand fluctuations indicates operational resilience. Continued brand strength and effective cost management could support stable earnings generation.

Bear case model:

The company has faced earnings pressure in prior quarters due to tariffs and soft demand, as noted in Q4 2025 and Q2 2025 results. Tariff refund receivables and fluctuating inventory levels suggest exposure to external trade and supply chain risks. Dependence on key brands and segments may pose concentration risks. Market and economic conditions affecting consumer demand could impact future performance. The company operates in a competitive retail and wholesale environment with potential margin pressures.

Moat:

Weyco Group's moat is supported by its established brand portfolio, including the Florsheim brand, which has demonstrated resilience and contributed to earnings growth. The company's ability to manage tariff-related challenges and maintain strong liquidity positions supports operational stability. Its presence in both wholesale and retail segments provides diversified revenue streams. The company's long-standing market presence and brand recognition contribute to customer loyalty and competitive positioning.

Risks overview
Risks summary
Tariff-related cost pressures and demand softness represent the most significant risks impacting earnings and operational performance.
Risks details:

• Tariff and Trade Risks: The company has experienced earnings pressure due to tariffs, which have affected costs and demand. Tariff refund receivables indicate ongoing exposure to trade-related uncertainties.
• Demand Volatility: Soft demand in certain periods has weighed on earnings, indicating sensitivity to consumer spending patterns and retail market conditions.
• Brand Concentration: Significant reliance on the Florsheim brand and other key brands may expose the company to risks if brand strength diminishes or market preferences shift.
• Supply Chain and Inventory Risks: Inventory fluctuations and supply chain disruptions could impact product availability and cost structures.

FINAL FORECAST FOR WEYS

Final take one line
Weyco Group exhibits very high visibility with detailed financial disclosures and recent news highlighting earnings improvements amid tariff and demand challenges.
Final take 12 to 24 month view

Business trends: Earnings have shown improvement in early 2026 driven by brand strength, while prior periods faced tariff and demand pressures.
Execution milestones: Recent quarterly earnings calls and financial filings provide transparency on operational performance and liquidity.
Key risks: Tariff-related cost pressures, demand volatility, brand concentration, and supply chain risks remain significant considerations.

Valye AI Visibility Research Score

Very high visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

100
LLM visibility overview
LLM Visibility known facts
  • WEYCO GROUP INC is a publicly traded company on Nasdaq under ticker WEYS.
  • The company operates in the US and reports in USD currency.
  • As of June 30, 2026, the company reported cash and cash equivalents of $93.7 million and total current assets of approximately $198.9 million.
  • Current liabilities as of June 30, 2026 were about $26.4 million, resulting in a strong current ratio of 7.55 and a cash ratio of 3.55, indicating strong liquidity.
  • For the quarter ended June 30, 2026, WEYCO reported net sales of $62.2 million and net income of $13.3 million, with basic EPS of $1.41 and diluted EPS of $1.39.
  • Gross earnings for Q2 2026 were $43.8 million, with earnings from operations of $17.0 million, showing improvement compared to prior periods.
  • The company has operating segments including Wholesale and Retail, as disclosed in SEC filings.
  • Recent news highlights include Q2 2026 earnings call and Q1 2026 earnings call transcripts and summaries, indicating active investor communications.
  • Recent news reports note Q1 earnings rise year-over-year driven by strength in the Florsheim brand.
  • Prior quarters showed earnings pressure from tariffs and soft demand, with Q4 2025 earnings sliding year-over-year.
  • The company has a history of managing tariff impacts and demand fluctuations as noted in multiple earnings calls and news articles.
  • As of July 27, 2026, there were 9,550,983 shares of common stock outstanding.
  • The company has goodwill and trademarks on its balance sheet, with total assets around $311 million as of June 30, 2026.
  • Total equity was approximately $254.8 million as of June 30, 2026, with total liabilities of about $56.3 million.
  • The company reported a tariff refund receivable of $17.4 million as of June 30, 2026, which may relate to prior tariff impacts.
  • The company has no reported short-term investments as of the latest filing.
  • Interest income was reported at $1.5 million for Q2 2026, with no interest expense noted.
  • The company is classified as an accelerated filer and a smaller reporting company.
  • Financial figures are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.
Sources
Sources - Context summary

Generated 2026-08-08

Sources - Earning calls
  • N1
  • N3
  • N4
  • N7
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-03-13 | 10-K
  • S2 | 2026-08-07 | 10-Q
Sources - News headlines
  • N1 | 2026-08-05 | www.nasdaq.com | Weyco Group Q2 Earnings Call Highlights | https://www.nasdaq.com/articles/weyco-group-q2-earnings-call-highlights
  • N2 | 2026-05-11 | www.nasdaq.com | WEYS Stock Rises 7% as Q1 Earnings Rise Y/Y on Florsheim Strength | https://www.nasdaq.com/articles/weys-stock-rises-7-q1-earnings-rise-y-y-florsheim-strength
  • N3 | 2026-05-07 | www.nasdaq.com | Weyco Group Q1 Earnings Call Highlights | https://www.nasdaq.com/articles/weyco-group-q1-earnings-call-highlights
  • N4 | 2026-05-06 | www.nasdaq.com | Weyco (WEYS) Q1 2026 Earnings Transcript | https://www.nasdaq.com/articles/weyco-weys-q1-2026-earnings-transcript
  • N5 | 2026-04-07 | www.nasdaq.com | The Zacks Analyst Blog Highlights Texas Instruments, Newmont, EOG Resources, Weyco and Peoples Bancorp of North Carolina | https://www.nasdaq.com/articles/zacks-analyst-blog-highlights-texas-instruments-newmont-eog-resources-weyco-and-peoples
  • N6 | 2026-03-09 | www.nasdaq.com | Weyco's Q4 Earnings Slid Y/Y as Tariffs and Soft Demand Weigh | https://www.nasdaq.com/articles/weycos-q4-earnings-slid-y-y-tariffs-and-soft-demand-weigh
  • N7 | 2026-03-04 | www.nasdaq.com | Weyco (WEYS) Q4 2025 Earnings Call Transcript | https://www.nasdaq.com/articles/weyco-weys-q4-2025-earnings-call-transcript
  • N8 | 2025-11-10 | www.nasdaq.com | Weyco Stock Rise 13% Despite Q3 Earnings Down Y/Y on Tariffs | https://www.nasdaq.com/articles/weyco-stock-rise-13-despite-q3-earnings-down-y-y-tariffs
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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