TROY, Mich., Feb. 6, 2026 /PRNewswire/ -- ServiceNow Inc.'s recent report has investors wondering if the company's stock is fairly valued. Or is it in the buy range? As such, the Editorial Advisory and Securities Review Committee of BetterInvesting Magazine considers ServiceNow (NYSE: NOW) as worthy of further study and has named the company its "Stock to Study" for the April 2026 issue for investors' informational and educational use. Securities mentioned are for study and presented for educational purpose ...

预计阅读时长 8 mins EC -半收入靠一个季度：UGG 如何打破「冬季品 牌」的致命魔咒? UGG，在它的起源地澳大利亚，是羊皮靴这个鞋子类别的统称。它在 20 世纪 70 年代成为澳大利亚冲浪文化 的一个标志。NPR 的报道显示，澳洲冲浪的人在冰冷的海水里待了一两个小时之后，再回到沙滩，会马上穿 上这种靴子，里面的羊毛一边吸湿排潮，一边锁住温度，双脚很快就会变得干爽温暖。 1978 年，一位名叫布莱恩·史密斯（Brian Smith）的商人，从澳大利亚搬到了美国加利福尼亚。他发现，澳大 利亚人人手一双的羊皮靴，在美国却无人知晓。由于美国的人口是澳大利亚的 20 倍，他意识到这可能是一个 巨大的商机，由此创立了 UGG 品牌，并在美国注册商标，从澳大利亚进口羊皮靴进行售卖。布莱恩·史密斯先 后瞄准冲浪和滑雪爱好者，通过体育用品门店，赞助年轻运动员，以及在运动杂志上投放广告等方式，帮助 UGG 在美国西海岸市场建立知名度。随后，他又通过冰球运动打开美国中西部市场。1994 年的挪威 利勒哈默 尔冬奥会，美国队官方服装供应商 Champion 并不生产鞋子，UGG 随之被纳入美国队的装备体系中。 UGG 的 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended December 31, 2025 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-36436 DECKERS OUTDOOR CORPORATION (Exact name of registrant as specified in its charter) Delaware 95-3015862 (State or other ...

净销售额18%的增长，跑鞋HOKA依然能打。近日，HOKA母公司Deckers发布2026财年三季度（截至 2025年12月31日）财务业绩：HOKA作为该公司近年来持续主导增长的引擎，实现了净销售额18.5%的 增长速度。在跑鞋市场，这样的业绩增长依然亮眼。但较此前动辄超30%的增速，HOKA的脚步正在放 缓。抛开品牌销售体量、市场占有率达到一定程度后增长放缓的常规情况外，跑鞋市场不断加剧的行业 竞争也在分食着HOKA现有的市场。 净销售额增长18.5% 根据财报数据，2026财年三季度（截至2025年12月31日），Deckers实现净销售额19.58亿美元，同比增 长7.1%。其中，HOKA的净销售额达到6.289亿美元，同比增长18.5%。 近19%的增长，从整个运动市场的发展来看并不低，但单就跑鞋市场而言，这样的增长很常见。如阿迪 达斯2025年三季度以ADIZERO 0系列为代表的跑步业务收入同比增长超30%；2025年三季度，昂跑净销 售额同比增长24.9%，按固定汇率增长34.5%…… "HOKA的强劲增长是集团本季度业绩超预期的核心原因，品牌持续的产品创新与渠道拓展，有效拉动 了全球需求增长 ...

近日，HOKA母公司Deckers发布2026财年三季度（截至2025年12月31日）财务业绩：HOKA作为该公司近年来持续主导增长的引擎，实现了净销售额18.5% 的增长速度。在跑鞋市场，这样的业绩增长依然亮眼。但较此前动辄超30%的增速，HOKA的步伐正在放缓。抛开品牌销售体量、市场占有率达到一定程度 后增长放缓的常规情况外，跑鞋市场不断加剧的行业竞争也在分食着HOKA现有的市场。 净销售额增长18% 根据财报数据，2026财年三季度（截至2025年12月31日），Deckers实现净销售额19.58亿美元，同比增长7.1%。其中，HOKA的净销售额达到6.289亿美元， 同比增长18.5%。 近19%的增长，从整个运动市场的发展来看并不低，但单就跑鞋市场而言，这样的增长很常见。如阿迪达斯2025年三季度以ADIZERO 0系列为代表的跑步业 务收入同比增长超30%；2025年三季度，昂跑净销售额同比增长24.9%，按固定汇率增长34.5%…… "HOKA的强劲增长是集团本季度业绩超预期的核心原因，品牌持续的产品创新与渠道拓展，有效拉动了全球需求增长，同时高比例的全价销售，也为集团 毛利率的提升提供了重要 ...

Core Insights - The article emphasizes the importance of understanding that past performance does not guarantee future results, highlighting the need for careful analysis when considering investments [2][3] Group 1 - The article discusses the lack of any current stock or derivative positions held by the author in the companies mentioned, indicating a neutral stance [1] - It clarifies that the information provided is not a specific offer for products or services, nor does it constitute financial advice [2] - The content is presented as factual and up-to-date, but it does not guarantee accuracy or completeness in the analysis of the subjects discussed [2][3]

Core Viewpoint - The article emphasizes the potential of Asian equities (excluding China) in the US markets, highlighting that they are often overlooked and under-allocated in investor portfolios [1]. Group 1: Analyst Background - The analyst has a decade of experience as a buy-side equity analyst focusing on Asia Pacific equities [1]. - A fundamental bottom-up approach combined with a macroeconomic perspective is employed to identify stocks benefiting from global trends [1]. - The primary sectors of focus are Financials, Industrials, and Consumer Discretionary [1]. Group 2: Purpose of Writing - The intention behind writing on Seeking Alpha is to share insights and increase awareness of Asian equities listed in US markets [1]. - The articles aim to help expand the investment universe for readers by highlighting investment opportunities in the Asian market [1].

Core Viewpoint - Deckers (DECK) is showing potential for investment due to its recent technical movements, particularly crossing above the 20-day moving average, indicating a short-term bullish trend [1][2]. Technical Analysis - DECK has reached a key level of support and has rallied 11.8% over the past four weeks, suggesting a positive momentum [4]. - The 20-day simple moving average is a significant indicator for short-term traders, as it smooths out price fluctuations and signals trend reversals [1][2]. Earnings Estimates - There have been five upward revisions in DECK's earnings estimates for the current fiscal year, with no downward revisions, indicating strong investor confidence in the company's performance [4]. - The consensus estimate for DECK has also increased, further supporting the bullish outlook for the stock [4][5].

From a technical perspective, Deckers (DECK) is looking like an interesting pick, as it just reached a key level of support. DECK recently overtook the 50-day moving average, and this suggests a short-term bullish trend.The 50-day simple moving average is one of three major moving averages used by traders and analysts to determine support or resistance levels for a wide range of securities. But the 50-day is considered to be more important because it's the first marker of an up or down trend.DECK has rallie ...

Core Insights - The company reported a net sales increase of 6.8% on a constant currency basis, with diluted earnings per share rising from $3.00 to $3.33 [1] Group 1: Brand Performance - HOKA brand revenue increased by 18.5%, totaling $628.9 million, while UGG brand sales rose by 4.9% to $1.305 billion [2] - Other brands experienced a significant decline of 55.5% in sales, falling to $23.2 million, partly due to the phase-out of Koolaburra brand operations [2] Group 2: Distribution Channels - Wholesale net sales increased by 6% to $864.6 million, while direct-to-consumer (DTC) net sales rose by 8.1% to $1.093 billion, with DTC comparable net sales up by 7.3% [3] - Domestic sales grew by 2.7% to $1.2 billion, while international sales saw a substantial increase of 15%, reaching $756.7 million [3] Group 3: Financial Metrics - Gross margin slightly decreased from 60.3% to 59.8%, while selling, general, and administrative expenses rose to $557 million from $535.3 million [4] - Operating income improved from $567.3 million to $614.4 million [4] - As of 31 December 2025, the company held cash and cash equivalents of $2.087 billion and inventories of $633.5 million, with no outstanding borrowings [4] Group 4: Capital Allocation - During the third fiscal quarter, the company repurchased approximately 3.8 million shares for $348.5 million at an average price of $92.36 per share [5] - Over the first nine months of fiscal year 2026, around eight million shares were bought back for a total of $813.5 million at an average price of $101.44 per share [5] Group 5: Future Outlook - For the full fiscal year ending 31 March 2026, the company projects net sales between $5.400 billion and $5.425 billion, with mid-teens percentage growth anticipated for HOKA and mid-single-digit increases for UGG compared to last year [6] Group 6: Management Commentary - The CEO attributed positive results to strategic initiatives and effective marketplace management, highlighting significant growth for HOKA in both US and international markets [7] - The CEO emphasized balanced growth in DTC and wholesale channels, with strong gross margins driven by high levels of full-price selling for both UGG and HOKA [8]