{"id":28619,"date":"2025-01-18T14:27:52","date_gmt":"2025-01-18T14:27:52","guid":{"rendered":"https:\/\/quantfury.com\/?p=28619"},"modified":"2025-07-25T19:09:09","modified_gmt":"2025-07-25T19:09:09","slug":"skechers","status":"publish","type":"post","link":"https:\/\/quantfury.com\/portuge\/insights-do-mercado\/skechers\/","title":{"rendered":"Skechers brilha enquanto a Nike sofre"},"content":{"rendered":"\n

Nos neg\u00f3cios, as dificuldades de uma empresa frequentemente se transformam em oportunidades para outra.<\/p>\n\n\n\n

Esse \u00e9 o caso da empresa de cal\u00e7ados n\u00ba 1, Nike (NYSE: NKE<\/a>), que trope\u00e7ou nos \u00faltimos dois anos, em grande parte gra\u00e7as a feridas auto-infligidas, e da n\u00ba 3, Skechers (NYSE: SKX<\/a>), que prosperou com suas ofertas mais baratas e mais confort\u00e1veis.<\/p>\n\n\n\n

Desde 31 de janeiro de 2022, as a\u00e7\u00f5es da Skechers subiram 69%, em compara\u00e7\u00e3o com uma perda de 51% para a Nike. A n\u00ba 2, Adidas (CBOE: ADS<\/a>), caiu 10%.<\/p>\n\n\n\n

O ponto forte da Skechers s\u00e3o os t\u00eanis slip-on, com pre\u00e7os entre US$50 e US$100, enquanto a Nike foca em cal\u00e7ados esportivos de alto desempenho, geralmente com pre\u00e7os acima de US$100.<\/p>\n\n\n\n

Nos \u00faltimos anos, a Nike reduziu parcerias com varejistas como Dick Sporting Goods (NYSE: DKS<\/a>) e Foot Locker (NYSE: FL<\/a>), buscando vender seus cal\u00e7ados diretamente aos consumidores. Enquanto isso, a Skechers tem cerca de 5.300 lojas pr\u00f3prias em todo o mundo e tamb\u00e9m construiu relacionamentos com parceiros.<\/p>\n\n\n\n

A empresa viu suas vendas aumentarem 16% no terceiro trimestre em compara\u00e7\u00e3o ao ano anterior, atingindo um recorde de US$2,35 bilh\u00f5es. E o lucro por a\u00e7\u00e3o cresceu 36%.<\/p>\n\n\n\n

Endossantes de renome<\/h2>\n\n\n\n

<\/p>\n\n\n\n

A Skechers entrou no segmento de cal\u00e7ados atl\u00e9ticos de alto desempenho e contratou celebridades para endossar seus produtos, algo que havia evitado anteriormente. Seus porta-vozes incluem o astro do basquete Joel Embiid e o craque do futebol Harry Kane.<\/p>\n\n\n\n

A empresa tamb\u00e9m vende alguns cal\u00e7ados caros. Sua linha de basquete endossada por Joel Embiid tem pre\u00e7os que variam de US$80 a US$185.<\/p>\n\n\n\n

A estrat\u00e9gia da Skechers n\u00e3o \u00e9 competir diretamente com as grandes empresas por suas celebridades. \u201cVoc\u00ea as recebe porque o mercado n\u00e3o cuidou delas\u201d, disse o diretor de opera\u00e7\u00f5es da Skechers, David Weinberg, ao The Wall Street Journal.<\/p>\n\n\n\n

Cerca de dois ter\u00e7os das vendas da empresa v\u00eam do exterior, em compara\u00e7\u00e3o com 47% da Nike. A Skechers afirma que suas vendas na \u00cdndia superam as da Nike. Ela atende a uma base de clientes menos privilegiada do que a de seu maior concorrente.<\/p>\n\n\n\n

Wall Street otimista<\/h2>\n\n\n\n

<\/p>\n\n\n\n

Os analistas de Wall Street notaram o sucesso da Skechers. Muitos deles t\u00eam classifica\u00e7\u00f5es de compra para a Skechers, mas lembre-se de que os analistas s\u00e3o notoriamente excessivamente otimistas.<\/p>\n\n\n\n

O UBS \u00e9 um dos entusiastas, vendo a Skechers no caminho certo para atingir sua meta de receita de US$10 bilh\u00f5es em 2026. A receita registrou US$8,7 bilh\u00f5es nos 12 meses at\u00e9 setembro.<\/p>\n\n\n\n

O UBS prev\u00ea um crescimento anual composto de 16% para os lucros da Skechers nos pr\u00f3ximos cinco anos.<\/p>\n\n\n\n

\u201cNossa opini\u00e3o \u00e9 que o mercado subestima significativamente a for\u00e7a da marca Skechers e o potencial de crescimento da receita da empresa\u201d, disse o UBS, conforme citado pela MT Newswires.<\/p>\n\n\n\n

O autor possui a\u00e7\u00f5es da Nike.<\/p>\n","protected":false},"excerpt":{"rendered":"

Nos neg\u00f3cios, as dificuldades de uma empresa frequentemente se transformam em oportunidades para outra. Esse \u00e9 o caso da empresa de cal\u00e7ados n\u00ba 1, Nike (NYSE: NKE), que trope\u00e7ou nos \u00faltimos dois anos, em grande parte gra\u00e7as a feridas auto-infligidas, e da n\u00ba 3, Skechers (NYSE: SKX), que prosperou com suas ofertas mais baratas e […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[733,9],"tags":[741],"class_list":["post-28619","post","type-post","status-publish","format-standard","hentry","category-acoes-em-foco","category-insights-do-mercado","tag-skx-3"],"acf":[],"yoast_head":"\nSkechers brilha enquanto a Nike sofre | Quantfury<\/title>\n<meta name=\"description\" content=\"A empresa tamb\u00e9m vende alguns cal\u00e7ados caros. 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