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Net Sales By Segment
Shows revenue performance across various segments, indicating which product lines or services are most successful and where there might be potential for growth or need for strategic adjustments.U.S. Retail is the real engine — seasonal peaks are intact and recent quarters show renewed comp and AUR momentum — while International is the fastest, steadier growth lane (Mexico a clear win). U.S. Wholesale recovers seasonally but remains inconsistent and margin‑strained, creating the disconnect: management can point to top‑line resilience, yet tariffs, higher interest costs and wholesale profitability pressure explain why sales growth isn’t translating into near‑term EPS upside without tariff relief or H2 operating leverage.
Date | US Retail | US Wholesale | International |
|---|---|---|---|
Jun 30, 2026 | $304.68M | $215.55M | $95.26M |
Mar 31, 2026 | $332.25M | $251.41M | $97.46M |
Dec 31, 2025 | $509.84M | $274.44M | $141.17M |
Sep 30, 2025 | $362.31M | $283.81M | $111.72M |
Jun 30, 2025 | $299.55M | $193.00M | $92.77M |
Mar 31, 2025 | $294.43M | $250.10M | $85.30M |
Dec 31, 2024 | $466.23M | $265.37M | $128.11M |
Sep 30, 2024 | $352.99M | $298.98M | $106.50M |
Jun 30, 2024 | $290.25M | $192.91M | $81.27M |
Mar 31, 2024 | $307.64M | $264.13M | $89.72M |