Direct-to-Consumer (DTC) SalesDTC re-accelerated in the later part of Q2 as the company was able to invest more deeply behind top sellers, which has continued into Q3.
Innovation And Product PipelineA strong pipeline of upcoming products for 2H and 2025, including new performance styles and scaling new LightSpray technology across categories.
Revenue And ProfitQ2 revenue and adjusted EBITDA topped consensus by +1%/+5% reflecting stronger wholesale and profit flow-through.