Footwear & accessories

7 companies · $66.4B combined revenue · $7.3B operating profit

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The typical US-listed footwear & accessories company grew revenue 11% and earnings -3.4% in its latest year, at a 12.5% operating margin, and 4 of 7 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

11%Median revenue growth
-3.4%Median earnings growth
6.3%Median revenue growth, 3 yrs
20.4%Median earnings growth, 3 yrs
12.5%Median operating margin
15.1%Median ROCE
Fastest revenue growthOn ONON30%Fastest earnings growthTapestry TPR734%Highest ROCEDeckers Outdoor DECK43.8%Biggest margin gainTapestry TPR+18.0 pts

Growth engines: the 4 Cylinders

All four working: 0% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more57%
  • Operating leverage · Operating income growing faster than a growing revenue57%
  • Margin expansion · Operating margin up 1 point or more43%
  • Debt reduction · Debt down 5% or more, or net cash20%

Combined revenue · 5 companies reporting in US dollars

Revenue
$0$20B$40B$60B$80BFY22FY23FY24FY25

Combined operating margin

Operating margin
0%5%10%15%20%FY22FY23FY24FY25

All 7 companies

Median–11%-3.4%12.5%15.1%0.53x
NKENike$46.4B0.2%▼-3.4%8.4%▼15.1%0.53x
TPRTapestry$8.0B14.2%▲734%▲23.9%▲37.9%▲3.46x▼
ONONOnCHF 3.0B30%▲-15.9%▼12.5%17.9%▲–
DECKDeckers Outdoor$5.5B9.8%▼6%▲23.1%▲43.8%▲–
CROXCrocs$4.0B-1.5%▼-109%▼3.7%▼4.3%▼0.95x▼
BIRKBirkenstockEUR 2.1B16.2%▲81.8%▲26.2%▲12.2%▼0.42x▲
SHOOSteven Madden$2.5B11%-72.1%▼3.2%▼5.8%▼0.27x▲

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).