Analysts Offer Insights on Consumer Cyclical Companies: Skechers USA (NYSE: SKX), Expedia (NASDAQ: EXPE) and Patrick Industries (NASDAQ: PATK)We remain sidelined, with our FY25/26 EPS forecasts moving down to $4.42/$4.78 from $4.72/$5.20. For the quarter itself, revenues of +13% hit the high end of guidance, but EPS of $0.65 was below guidance of $0.70-$0.75 due to an unexpected $0.21 FX hit. For 2025, revenues were guided +HSD (Street +10%) with EPS of $4.30-$4.50 (Street $4.90), which does not include the impact of tariffs. Q1 revenues were guided up 6%-8%, with EPS of $1.10-$1.15, below consensus of +10% and $1.57, respectively.