Does Belvedere reconstruct retailer sell-through?
No. Channel and inventory commentary is taken from filings. Confidential retailer data is not estimated.
Industry intelligence
Consumer
Public companies in Belvedere's consumer universe, with source-linked financials. Valuation multiples are shown only when licensed market data exists.
Are same-store sales shown?
Only when the issuer discloses them in a cited document or tagged fact.
Consumer issuers include branded products, wholesale, and related SIC mappings. Seasonality, channel mix, and inventory are typically described in MD&A. Belvedere does not reconstruct confidential retailer sell-through. Same-store sales and e-commerce mix appear only when the issuer tags or states them in a cited document.
Companies9
Published research2
GeographyUnited States SEC registrants in this extract
Companies
| Company | Ticker | Industry | Revenue | Growth | Belvedere FCF | Latest filing | Research |
|---|---|---|---|---|---|---|---|
| Boot Barn Holdings, Inc.NYSE: BOOT | BOOT | Retail-Shoe Stores | $593.5M | +17.7% | $32.8M | 10-Q · Jul 29, 2026 | Universe |
| CALERES INCNYSE: CAL | CAL | Footwear, (No Rubber) | $677.8M | +7.2% | $31.5M | 10-Q · Sep 10, 2026 | Universe |
| Designer Brands Inc.NYSE: DBI | DBI | Retail-Shoe Stores | $730.6M | -1.2% | — | 10-Q · Sep 10, 2026 | Universe |
| G III APPAREL GROUP LTD /DE/Nasdaq: GIII | GIII | Apparel & Other Finishd Prods of Fabrics & Similar Matl | $554.1M | -9.6% | — | 10-Q · Sep 8, 2026 | Universe |
| MARINEMAX INCNYSE: HZO | HZO | Retail-Auto & Home Supply Stores | $611.3M | -7.0% | — | 10-Q · Jul 23, 2026 | Universe |
| OXFORD INDUSTRIES INCNYSE: OXM | OXM | Men's & Boys' Furnishgs, Work Clothg, & Allied Garments | $394.4M | -2.2% | — | 10-Q · Sep 4, 2026 | Universe |
| PETMED EXPRESS INCNasdaq: PETS | PETS | Retail-Drug Stores and Proprietary Stores | $41M | -19.9% | -$8.3M | 10-Q · Aug 13, 2026 | Universe |
| STEVEN MADDEN, LTD.Nasdaq: SHOO | SHOO | Footwear, (No Rubber) | $662.9M | +19.2% | — | 10-Q · Jul 31, 2026 | Universe |
| WOLVERINE WORLD WIDE INC /DE/NYSE: WWW | WWW | Footwear, (No Rubber) | $506.4M | +6.8% | — | 10-Q · Aug 13, 2026 | Universe |
Research
Seasonal Outdoor Brands, Mid-Single-Digit Growth and a Cash-Heavy Balance Sheet
Johnson Outdoors Inc. JOUT
Johnson Outdoors reported $189.7 million of revenue for the quarter ended July 3, 2026, up 5.0% year over year, with a 45.3% gross margin and positive operating income. The company remains a branded outdoor-products manufacturer whose results are seasonal.
Watch Wholesaler with High Gross Margin and Positive Operating Cash Conversion in the Prior Quarter
Movado Group, Inc. MOV
Movado Group reported $169.8 million of revenue for the quarter ended July 31, 2026, up 4.9% year over year, with a 59.4% gross margin and $12.3 million of net income. Licensed market data is not used.
Research Radar (subset)
- CALERES INC (CAL) — Cash: $50.9M · Cash and cash equivalents were $50.9M as of the latest reported balance-sheet date.
- Designer Brands Inc. (DBI) — Revenue: -1.2% · Revenue declined -1.2% ($739.8M to $730.6M; Q3 2025 vs Q3 2026).
- Designer Brands Inc. (DBI) — Revenue acceleration: -2.6 pp · Quarterly revenue YoY growth moved from +1.4% to -1.2% (-2.6 percentage points).
- Designer Brands Inc. (DBI) — Margin change: $0.5 · Reported gross margin was +50.0% in the latest comparable period.
- Designer Brands Inc. (DBI) — Cash: $51.6M · Cash and cash equivalents were $51.6M as of the latest reported balance-sheet date.
- G III APPAREL GROUP LTD /DE/ (GIII) — Revenue: -9.6% · Revenue declined -9.6% ($613.3M to $554.1M; Q3 2025 vs Q3 2026).
- G III APPAREL GROUP LTD /DE/ (GIII) — Revenue acceleration: -1.5 pp · Quarterly revenue YoY growth moved from -8.2% to -9.6% (-1.5 percentage points).
- G III APPAREL GROUP LTD /DE/ (GIII) — Margin change: $0.452 · Reported gross margin was +45.2% in the latest comparable period.
Related rankings
- Highest Free Cash Flow Margins
- Strongest Balance Sheets
- Companies With Revenue Growth and Positive Free Cash Flow
- Technology Companies by Revenue Growth
- Healthcare Companies by Revenue Growth
- Industrial Companies by Revenue Growth
Frequently asked questions
- Does Belvedere reconstruct retailer sell-through?
- No. Channel and inventory commentary is taken from filings. Confidential retailer data is not estimated.
- Are same-store sales shown?
- Only when the issuer discloses them in a cited document or tagged fact.
- Is this a consumer-staples index?
- No. It is a SIC-mapped universe inside Belvedere’s extract, not an S&P or Russell consumer index.