Let's get framers Matt Dash as we countd down to the bell. A lot of consumer names in focus. >> Yeah.And today it's Deckers. Uh they put out a kind of lukewarm guide and that is enough. Now I thought this had been punished over and over and over and it would bottom.But no. Uh you've got Uggs not doing that well. You have Hoka not doing that well. Uh you have the projections not that great.U the enterprise level declines. I mean, this is the truest note that just says there's elevated competition, broader ma ...

Consumer Brands - Deckers has issued a lukewarm guidance, indicating struggles with its Ugg and Hoka brands, leading to continued market punishment [1] - There is elevated competition in the sneaker market, with brands like Nike and New Balance intensifying the competition, causing a loss of allure for some brands [2] - Concerns about excess inventory in the system persist, but there is optimism that Nike may surprise the market positively in upcoming quarters [4] Starbucks - There is a belief that Starbucks is approaching the end of a challenging quarter, with expectations for improved performance in the future [4] - The outlook for Starbucks is considered strong, with a focus on operational excellence and cost initiatives aimed at enhancing performance by 2026 [5]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Deckers Outdoor Corp. reported better-than-expected second-quarter earnings, with earnings per share (EPS) of $1.82, surpassing the Street estimate of $1.57 by 16% [1] - Quarterly revenue reached $1.43 billion, exceeding the analyst estimate of $1.41 billion [1] - The company projects fiscal GAAP EPS between $6.30 and $6.39, slightly above the $6.28 estimate, and revenue of $5.35 billion, below the $5.45 billion analyst estimate [1] Group 1 - HOKA and UGG brands showed double-digit growth in the second quarter, indicating strong performance and international momentum [2] - Deckers Outdoor shares increased by 1.6%, closing at $102.54 following the earnings announcement [2] Group 2 - Needham analyst Tom Nikic maintained a Buy rating on Deckers Outdoor but lowered the price target from $128 to $113 [4] - Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating and reduced the price target from $120 to $105 [4] - Baird analyst Jonathan Komp kept an Outperform rating while lowering the price target from $150 to $125 [4]

Corporate Earnings - Intel (INTC) shares surged 7.5% in pre-market trading after reporting stronger-than-expected earnings per share and revenue, along with solid forward guidance, boosting tech sentiment [2][3][8] - Deckers Brands (DECK) plummeted 12.5% in pre-market trading due to a light full-year revenue outlook and signs of waning demand in its core U.S. market, disappointing investors [3][8] - Ford Motor Company (F) saw its shares rise 4.5% after exceeding both EPS and revenue estimates, although it lowered its full-year adjusted EBIT and free cash flow outlook due to a recent supplier fire [3][8] Analyst Sentiment - Investment firm Stifel raised its target price for Uber Technologies (UBER) from $116 to $124, indicating growing analyst confidence in the company's future performance and growth trajectory [4][8] Geopolitical Developments - Dmitri Dmitriev, a special envoy for Russian President Putin, visited the U.S. for official talks shortly after new sanctions were imposed by the Trump administration, highlighting ongoing diplomatic engagement amidst geopolitical tensions [5][8] Economic Outlook - Upcoming U.S. Consumer Price Index (CPI) data is expected to show a hotter headline inflation rate, driven by a larger passthrough of tariffs and rising import costs, despite potential easing from slower inflation in shelter and travel categories [6][8] Domestic Policy - Discussions are reportedly underway for a potential yearlong extension of Affordable Care Act (ACA) credits, with Republican Representative Jeff Van Drew having spoken with President Trump about the matter [9][8]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - Qualigen Therapeutics, Inc. (QLGN) increased by 69% to $6.00 - Inhibrx Biosciences, Inc. (INBX) rose by 62% to $46.04 - MidWestOne Financial Group, Inc. (MOFG) gained 33% to $37.87 - Neuphoria Therapeutics Inc. (NEUP) up by 31% to $5.32 - Nextracker Inc. (NXT) increased by 13% to $102.44 - Avalon Holdings Corporation (AWX) rose by 11% to $2.98 - Beyond Meat, Inc. (BYND) up by 9% to $3.12 - SLM Corporation (SLM) increased by 8% to $29.00 - Reborn Coffee, Inc. (REBN) rose by 7% to $2.40 - Oriental Culture Holding LTD (OCG) increased by 5% to $3.55 [3] Premarket Losers - Picard Medical, Inc. (PMI) decreased by 70% to $3.89 - Fusemachines Inc. Common stock (FUSE) down by 17% to $3.29 - American Rebel Holdings, Inc. (AREB) fell by 16% to $3.14 - Armata Pharmaceuticals, Inc. (ARMP) down by 13% to $6.16 - Coya Therapeutics, Inc. (COYA) decreased by 13% to $6.01 - Deckers Outdoor Corporation (DECK) down by 12% to $90.00 - Safe & Green Holdings Corp. (SGBX) fell by 12% to $2.58 - Beasley Broadcast Group, Inc. (BBGI) decreased by 8% to $5.55 - Booz Allen Hamilton Holding Corporation (BAH) down by 7% to $92.73 - Brera Holdings PLC (SLMT) decreased by 6% to $10.67 [4]

Core Insights - The shoe designer has issued weaker-than-expected sales guidance, attributing the decline to tariffs [1] Company Summary - The company is facing challenges in sales performance due to external factors, specifically tariffs [1]

Group 1 - U.S. stock futures are trading higher, indicating potential investor interest in various stocks [1] - Procter & Gamble Co. is expected to report quarterly earnings of $1.90 per share on revenue of $22.17 billion [2] - Intel Corp. reported third-quarter revenue of $13.65 billion, exceeding analyst estimates of $13.14 billion, with adjusted earnings of 23 cents per share [2] - General Dynamics Corp. is anticipated to post quarterly earnings of $3.70 per share on revenue of $12.57 billion [2] - Deckers Outdoor Corp. reported second-quarter earnings with fiscal GAAP EPS expected between $6.30 and $6.39, and revenue of $5.35 billion [2] - Booz Allen Hamilton Holding Corp. is expected to report quarterly earnings of $1.51 per share on revenue of $2.99 billion [2] Group 2 - Procter & Gamble shares rose 0.8% to $153.49 in after-hours trading [2] - Intel shares gained 7.7% to $41.10 in after-hours trading [2] - General Dynamics shares rose 1% to $345.00 in after-hours trading [2] - Deckers Outdoor shares fell 12.3% to $89.91 in after-hours trading [2] - Booz Allen Hamilton shares slipped 0.3% to $100.00 in after-hours trading [2]

Market Overview - Major U.S. indices closed higher, with the Dow Jones Industrial Average up 0.3% at 46,734.61, the S&P 500 advancing nearly 0.6% to 6,738.44, and the Nasdaq climbing about 0.9% to 22,941.79 [1] Intel Corp (NASDAQ: INTC) - Intel's stock surged 3.36% to close at $38.16, reaching an intraday high of $38.4 and a low of $36.43, with a 52-week range of $17.67 to $39.65. In after-hours trading, the stock rose 7.7% to $41.10 [1] - The company's impressive third-quarter earnings included revenue of $13.65 billion, surpassing analyst expectations of $13.14 billion, and adjusted earnings per share of 23 cents, exceeding the predicted one cent, driven by increased demand for compute in the AI sector [2] Scienture Holdings, Inc. (NASDAQ: SCNX) - Scienture Holdings' shares skyrocketed 354.94% to $2.60, with an intraday high of $2.60 and a low of $0.82, and a 52-week range of $0.46 to $9.55. The stock declined 23.8% to $1.98 in after-hours trading [3] - The company announced the commencement of commercial sales for Arbli, a losartan potassium oral suspension, marking the first time the company has brought the drug to market [4] Ford Motor Co. (NYSE: F) - Ford's stock dipped 0.72% to close at $12.34, with an intraday high of $12.49 and a low of $12.19, and a 52-week range of $8.44 to $12.80. In after-hours trading, the stock rose almost 2.6% to $12.66 [5] - The company reported better-than-expected third-quarter earnings, with earnings per share of 45 cents surpassing the 36 cents estimate, and revenue of $47.18 billion also exceeding expectations [5] Deckers Outdoor Corp. (NYSE: DECK) - Deckers Outdoor saw a 1.64% rise in its stock price, closing at $102.54, with an intraday high of $104.08 and a low of $100.93, and a 52-week range from $93.72 to $223.98. In after-hours trading, the stock fell 12.3% to $89.91 [6] - The company's second-quarter earnings report revealed a 16% beat on earnings per share, with figures of $1.82 surpassing the $1.57 estimate. Deckers expects fiscal GAAP EPS between $6.30 and $6.39, slightly above the $6.28 consensus, with revenue projected at $5.35 billion, below analysts' estimate of $5.45 billion [7] Super Micro Computer, Inc. (NASDAQ: SMCI) - Super Micro's stock fell 8.72% to $47.92, with an intraday high of $51.84 and a low of $47.38, and a 52-week range of $17.25 to $66.44. In after-hours trading, the stock rose 1.2% to $48.49 [8] - The decline during regular trading hours followed a disappointing business update, projecting $5 billion in first-quarter revenue, falling short of the previously guided $6 billion to $7 billion [9]

Core Insights - Deckers (DECK) reported revenue of $1.43 billion for the quarter ended September 2025, marking a year-over-year increase of 9.1% and exceeding the Zacks Consensus Estimate by 1.2% [1] - The earnings per share (EPS) for the same period was $1.82, compared to $1.59 a year ago, resulting in an EPS surprise of 15.19% over the consensus estimate of $1.58 [1] Revenue Performance - International net sales reached $591.3 million, surpassing the average estimate of $525.05 million, with a year-over-year change of 29.3% [4] - Domestic net sales were $839.5 million, slightly below the estimated $887.25 million, reflecting a year-over-year decrease of 1.7% [4] - HOKA brand wholesale net sales totaled $634.1 million, slightly above the average estimate of $631.89 million, with an 11.1% year-over-year increase [4] - UGG brand wholesale net sales were $759.6 million, exceeding the average estimate of $740.35 million, representing a year-over-year increase of 10.1% [4] - Other brands wholesale net sales amounted to $37.2 million, slightly below the average estimate of $38.58 million, but showing a significant year-over-year increase of 44.2% [4] Sales Channels - Total wholesale net sales reached $1.04 billion, surpassing the average estimate of $998.2 million [4] - Direct-to-Consumer net sales were $394.6 million, below the average estimate of $406.25 million [4] Stock Performance - Deckers' shares have returned -9.3% over the past month, contrasting with the Zacks S&P 500 composite's +0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]