Top 2 Consumer Stocks You May Want To Dump This Quarter

As of Feb. 26, 2026, two stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Benzinga • Feb 26, 2026

Rocky Brands Starts 2026 Off On The Right Foot

Rocky Brands, Inc. delivered a strong Q4 2025, with revenue up 9.1% to $139.7M and EPS exceeding expectations. The retail segment, led by XTRATUF, drove growth; e-commerce and licensed products boosted brand momentum. Despite tariff headwinds, RCKY projects 2026 revenue growth of 6% and low-teens EPS growth, supporting management's optimism.

Seeking Alpha • Feb 25, 2026

Rocky Brands Sells More But Generates Less Profit Because Of Ecommerce Deleverage

Rocky Brands, Inc. reported strong Q4 '25 results with 9% revenue growth and expanding operating income, driven by harsh winter demand. Despite retail sales surging 30% and now comprising 40% of revenues, gross margins remained flat, highlighting profitability challenges. Adjusted OpEx rose 18% due to higher marketing and logistics costs, causing adjusted operating profits to decline 22% year-over-year.

Seeking Alpha • Feb 25, 2026

Rocky Brands, Inc. (RCKY) Q4 2025 Earnings Call Transcript

Rocky Brands, Inc. (RCKY) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 24, 2026

Rocky Brands, Inc. Announces Fourth Quarter and Full Year 2025 Results

NELSONVILLE, Ohio--(BUSINESS WIRE)--Rocky Brands, Inc. (NASDAQ: RCKY) today announced financial results for its fourth quarter and year ended December 31, 2025. Fourth Quarter 2025 Overview Net sales increased 9.1% to $139.7 million versus $128.1 million in the year-ago quarter Gross margin of 41.3% of net sales compared to 41.5% of net sales in the year-ago quarter Income from operations increased 12.8% to $9.6 million compared to $8.5 million in the year-ago quarter Net income increased 35.7%.

Business Wire • Feb 24, 2026

Rocky Brands Declares Quarterly Cash Dividend

NELSONVILLE, Ohio--(BUSINESS WIRE)--Rocky Brands, Inc. (NASDAQ: RCKY) today announced that its board of directors has declared a quarterly cash dividend of $0.155 per share of outstanding common stock, which will be paid on March 16, 2026, to all shareholders of record as of the close of business on March 2, 2026. The declaration and payment of future dividends and the establishment of future record dates and payment dates are subject to the quarterly determination of the board of directors. Ab.

Business Wire • Feb 17, 2026

Rocky Brands, Inc. to Report Fourth Quarter and Full Year 2025 Results on February 24, 2026

NELSONVILLE, Ohio--(BUSINESS WIRE)--Rocky Brands, Inc. (NASDAQ: RCKY) today announced that the company will release its financial results for the fourth quarter and year ended December 31, 2025, after the market close on Tuesday, February 24, 2026. Management will host a conference call that afternoon (February 24, 2026) at 4:30 p.m. ET to discuss the financial results. Investors and analysts interested in participating in the call are invited to dial (877) 704-4453 (domestic) or (201) 389-0920.

Business Wire • Feb 17, 2026

Rocky Brands, Inc. Announces Participation in 2026 ICR Conference

NELSONVILLE, Ohio--(BUSINESS WIRE)--Rocky Brands, Inc. (NASDAQ: RCKY) today announced that the management team is participating in the 2026 ICR Conference. A fireside chat presentation is scheduled for Monday, January 12, 2026, at 2:30 p.m. Eastern Time. The presentation will be simultaneously broadcast on the internet and will be available at https://investors.rockybrands.com. For more information on the conference, please visit ICR Conference 2026. About Rocky Brands, Inc. Rocky Brands, Inc.

Business Wire • Jan 7, 2026

Rocky Brands Is Still Performing, But Q4 Will Definitely Show Tariff Impacts

Rocky Brands, Inc. delivered strong Q3 '25 results, with broad-based revenue growth and significant gross margin expansion, especially in Muck and XTRATUF brands. RCKY's gross margin gains are largely due to price increases and FIFO accounting, but these benefits are expected to reverse in Q4 '25 due to tariffs. Despite positive brand momentum and debt reduction, concerns remain over tariff impacts, slow inventory turnover, and reliance on pricing rather than volume growth.

Seeking Alpha • Oct 30, 2025

Rocky Brands, Inc. (RCKY) Q3 2025 Earnings Call Transcript

Rocky Brands, Inc. (NASDAQ:RCKY ) Q3 2025 Earnings Call October 28, 2025 4:30 PM EDT Company Participants Jason Brooks - Chairman, CEO & President Thomas Robertson - COO, CFO & Treasurer Conference Call Participants Cody McAlester Janine Hoffman Stichter - BTIG, LLC, Research Division Jonathan Komp - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and thank you for standing by.

Seeking Alpha • Oct 28, 2025