The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Brian Christopher McNamara - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Congratulations on the strong results and guidance. So your full year guidance implies a flow-through of your better Q2 or better Q3 than expected
and then some. So I'm curious what has been the biggest surprise over the last 90 days? Is it simply a function of conservatism given it was your
first full year guide in a while? Or has the strength surprised you relative to your prior expectations?
Question: Brian Christopher McNamara - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: And any update on India and kind of -- I mean, obviously, that's been a big area of COVID concern. Any update there?
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JULY 22, 2021 / 8:30PM, SKX.N - Q2 2021 Skechers USA Inc Earnings Call
Question: Susan Kay Anderson - B. Riley Securities, Inc., Research Division - Analyst
: Nice job on the quarter. I'm curious just your comfort levels around your inventory. Did you feel like you had enough inventory in the quarter? Or
do you feel like there's kind of some stocking to do, particularly within the wholesale channel to satisfy the demand there?
Question: Susan Kay Anderson - B. Riley Securities, Inc., Research Division - Analyst
: Okay. Great. That sounds good. And then just a follow-up on the marketing for the second half, should we expect increased marketing for the
second half again similar to what we saw in this quarter?
Question: Susan Kay Anderson - B. Riley Securities, Inc., Research Division - Analyst
: Okay. Great. And then if I could just add one more. I'm curious just on the work shoe business and if that's come back significantly as some of
particularly the leisure and hospitality workers get back to work, have you seen a big pickup in that type of business.
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JULY 22, 2021 / 8:30PM, SKX.N - Q2 2021 Skechers USA Inc Earnings Call
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