Wall Street analysts forecast that Deckers (DECK) will report quarterly earnings of $0.68 per share in its upcoming release, pointing to a year-over-year decline of 9.3%. It is anticipated that revenues will amount to $899.11 million, exhibiting an increase of 8.9% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 0.7% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed th ...

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Wall Street expects a year-over-year decline in earnings on higher revenues when Deckers (DECK) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 24. On the oth ...

21世纪经济报道记者高江虹实习生陈佳赫北京报道 本周，全球时尚与奢侈品行业呈现多元化发展态势，既有资本市场的激烈博弈，也有品牌战略的深度调 整。爱马仕加速瑞士制表工坊扩建，强化垂直整合战略；老佛爷百货集团CEO再易主；Gucci推迟2026 春夏女装秀，新任创意总监Demna需要更多时间"重新定义品牌本质"。 在资本运作方面，SMCP股权纠纷案迎来新进展，新加坡高等法院裁定Dynamic Treasure Group须归还 15.5%股权。曾为法国奥运代表团提供队服的法国百年运动品牌乐卡克（Le Coq Sportif）则迎来新东 家。 此外，Hoka品牌热度下滑，年轻消费者流失导致母公司Deckers股价暴跌20%，迪卡侬收购法国自 行车队AG2R，彰显其在运动领域的野心。 贝索斯收购《Vogue》母公司康泰纳仕的传闻虽遭Newhouse家族否认，仍引发行业热议，而爱马仕首个 Birkin包原型以860万欧元天价成交，再次印证奢侈品二手市场的强劲增长。 1，传贝索斯收购Vogue母公司 据报道，亚马逊创始人Jeff Bezos有意收购《Vogue》母公司康泰纳仕出版集团，作为新婚妻子Lauren Sanch ...

Group 1: Lululemon Athletica - Lululemon is experiencing a significant decline in stock price, down 54% from a high of $516 to $235, despite a 19% annualized revenue growth over the last decade [5][6] - The stock is currently trading at 16 times forward earnings estimates, indicating a potential undervaluation given the brand's future growth prospects [6][9] - Lululemon's trailing-12-month revenue stands at $10.8 billion, which is considerably lower than competitors Nike and Adidas, who collectively generate $72 billion in annual sales [6][7] - The company has shown resilience with a 7% year-over-year revenue increase in the most recent quarter, contrasting with declines at Nike [7] - Increased search interest for Lululemon on Google suggests that the market may be underestimating its long-term growth potential, particularly in international markets [8] Group 2: Deckers Outdoor - Deckers Outdoor, known for brands like Hoka and Ugg, has seen its stock drop 52% from its peak earlier this year, attributed to slowing growth and market uncertainties [10][11] - The company anticipates a $150 million increase in costs due to tariffs, impacting its projected revenue of around $5 billion [12] - Despite short-term challenges, Deckers expects 9% revenue growth in the first quarter and double-digit growth for Hoka throughout the year [13] - The stock is currently trading at a price-to-earnings ratio of 16, suggesting it may be oversold and could rebound if growth resumes [14] Group 3: Roku - Roku has faced challenges post-pandemic, leading to slowing growth and losses, but maintains a dominant position in ad-supported streaming [15] - In the first quarter of 2025, Roku reported a 16% year-over-year revenue increase, primarily driven by its advertising segment, which constitutes 86% of total revenue [16] - The company has enhanced user engagement through its Roku channel, which became the second-most watched channel in the U.S., with an 84% increase in viewing hours year-over-year [17] - A partnership with Amazon aims to expand advertising reach, leveraging AI for targeted exposure, while Roku's stock is currently 82% off its all-time highs but has risen 40% over the past year [19]

The stock market has been choppy in 2025, but overall by the midway point the S&P 500 index was up 5.5%. And it has recently hit a new all-time high, putting into question just how much higher it might go this year, especially with many uncertainties still circulating around tariffs and trade policies.What you may want to do is take a closer look at some stocks that haven't been doing nearly as well this year, and that perhaps have seen too much of a falloff. There are three stocks that have crashed through ...

Core Insights - Deckers Outdoor Corporation (NYSE: DECK) has reported strong financials but has seen mediocre stock performance since its Q3 earnings release at the end of January, which included guidance that was lower than Wall Street expectations [1] Financial Performance - The company posted its Q3 earnings at the end of January, indicating robust financial health [1] Market Reaction - Following the Q3 earnings report, the stock price has not performed well, attributed to the lower-than-expected guidance provided by the company [1]

Company Overview - Deckers Outdoor Corporation (NYSE: DECK) designs, markets, and distributes premium footwear and apparel brands including UGG, HOKA, Teva, and Sanuk, with HOKA and UGG being the main sales drivers [1] Growth Drivers - The company has experienced impressive growth, primarily driven by the explosive gain in popularity of the HOKA brand [1]

由于许多鞋服品牌在越南设有大量生产，耐克(NKE.N)和Lululemon(LULU.O)等公司股价在周三上涨， 原因是前总统唐纳德·特朗普宣布美国与越南达成了贸易协议。 不过，随后瑞银分析师警告称，盈利预期将下调，且未来挑战重重。 "我们认为，这项消息提高了其他国家也将面临更多关税上调的可能性。"瑞银分析师杰伊·索尔（Jay Sole）在一份研究报告中写道。 他补充道："我们还认为，这一情况对运动鞋品牌而言更为不利，因为这些公司很难将供应链从越南转 移出去。" 瑞银在报告中指出，这三家公司的盈利预期在此期间可能下调12%至约20%。 特朗普政府认为，加征关税将促使企业更多地在美国本土生产商品。但经济学家担忧，这些额外的进口 税最终会迫使企业将成本转嫁给消费者，从而推高价格。而分析人士也指出，将服装制造迁回美国的难 度很大。 今年财报电话会议上，多家企业高管表示，他们正与供应商协商，共同承担关税影响。 雷蒙德·詹姆斯公司分析师里克·帕特尔（Rick Patel）在周四的一份报告中指出，越南是他所追踪的服装 品牌和零售商"重要的采购来源地"。他估计，跑鞋品牌On Holding（ONON）约90%的鞋子来自越南 ...

Market Overview - The S&P 500 has rebounded approximately 5.5% in the first half of 2025, recovering from a previous decline of 15.3% [1] - Many stocks are trading near all-time highs, despite some underperformers in the index [2] Deckers Outdoor - Deckers Outdoor is the worst performer in the S&P 500, down 49% in the first half of 2025 [4] - The company reported a 16% year-over-year sales increase, totaling just under $5 billion, and a 30% rise in diluted per-share profit to $6.33 [4] - Concerns over tariffs and trade policies have led to uncertainty, causing the company not to provide full-year guidance [5] - The stock trades at 17 times estimated future profits, below the S&P 500 average of 23, indicating potential as a contrarian buy [6] Enphase Energy - Enphase Energy is down 42% in the first half of 2025, primarily due to uncertainty surrounding solar tax credits [7] - The company reported net revenue of $356.1 million for the first three months of 2025, a 35% increase from the previous year [7] - Enphase has over $1.5 billion in cash and marketable securities, positioning it well for future growth [8] - With a market cap of just over $5 billion, the company has significant potential for future appreciation [9] UnitedHealth Group - UnitedHealth Group has seen a nearly 40% decline in value in 2025, impacted by rising costs and investigations into its billing practices [10] - The company missed earnings expectations and withdrew its guidance amid a CEO change [11] - Despite challenges, UnitedHealth generated over $410 billion in revenue and $22 billion in earnings over the past four quarters [12] - The stock trades at a forward earnings multiple of 13, presenting a potential opportunity for long-term investors, along with a yield of 2.9% [13]