Deckers Outdoor shoes displayed by a coastal vista, underscoring DECK brand momentum and earnings outlook. Key Points Deckers' stock jumped after posting record revenue and EPS while raising full-year guidance above analyst expectations. HOKA’s high-teens growth and stronger-than-expected UGG sales highlight durable brand demand and pricing power. Even with a $110 million tariff headwind, resilient margins suggest potential upside if trade pressures ease. Interested in Deckers Outdoor Corporation? Her ...

Core Insights - HOKA has launched the Speedgoat 7, an evolution of its popular trail running shoe, designed for performance across various terrains [1] - The Speedgoat 7 features upgraded traction, cushioning, and a new integrated gaiter attachment, enhancing its versatility and performance [1] - HOKA's "Run Wilder" campaign promotes the Speedgoat 7, showcasing its performance through real-world tests in Iceland [1] - The company is also hosting the HOKA Speedgoat 7 Vert Challenge, encouraging runners to achieve 7,000 feet of vertical gain in 30 days [1] Product Features - The Speedgoat 7 includes a super-critical foamed EVA midsole for enhanced energy return and a Vibram® Megagrip outsole with Traction Lugs for improved grip [1] - Key features also include updated lug orientation, a lightweight RPET woven textile upper, and a heel pull tab with reflective details [1] - The shoe is available in various sizes and colorways, with a retail price of $165 [1] Company Background - HOKA is a division of Deckers Brands, known for its innovative performance footwear and apparel [1] - The brand emphasizes constant innovation and collaboration with elite athletes to enhance its product offerings [1] - Deckers Brands has a history of over 50 years in building niche footwear brands into market leaders [1]

Core Insights - Deckers Outdoor Corporation (NYSE: DECK) experienced a significant increase in share prices, rising by 19.36% week-on-week, driven by strong earnings performance from its brands Ugg and Hoka [1] Financial Performance - For the third quarter of fiscal year 2026, Deckers reported a net income increase of 5.3% to $481 million, up from $456.7 million year-on-year, while net sales grew by 7.1% to $1.96 billion from $1.83 billion [2] - Ugg generated $1.3 billion in revenue, reflecting a 4.9% increase from $1.24 billion in the same period last year, while Hoka's net sales rose by 18.5% to $628.9 million from $530.9 million [3] Growth Outlook - Following the positive earnings results, Deckers raised its full fiscal year growth outlook, now expecting net sales to be between $5.4 billion and $5.425 billion, an increase from the previous estimate of $5.35 billion [4] - The outlook for diluted earnings per share was also revised upward to a range of $6.80 to $6.85, compared to the earlier forecast of $6.30 to $6.39 [4] Market Position - The company highlighted strong gross margins due to high levels of full-price selling from UGG and HOKA, indicating a positive trajectory for profitable growth in premium and differentiated brands within expanding market segments [5]

Core Viewpoint - Deckers has demonstrated solid growth despite skepticism from Wall Street, with significant stock performance since its IPO in 1993, showing a 9,660% increase, which is more than double that of Nike during the same period [1] Financial Performance - Deckers reported third-quarter revenue growth of 7.1% to $1.96 billion, surpassing the consensus estimate of $1.87 billion [5] - Hoka sales increased by 18.5% to $628.9 million, while Ugg sales rose by 4.9% to $1.31 billion [5] - Operating income grew by 8.3% to $614.4 million, resulting in an operating margin of 31%, and earnings per share (EPS) increased by 11% to $3.33, exceeding expectations of $2.76 [6] Market Dynamics - Deckers faced challenges from tariffs and weak consumer discretionary spending in the U.S., leading to a 46% decline in stock value over the past year [3][4] - However, the company showed improvement in both wholesale and direct-to-consumer channels, with domestic sales recovering to 2.7% growth and international sales up by 15% [7] Future Guidance - Management raised its fiscal year revenue guidance to $5.4 billion-$5.425 billion, with Hoka expected to grow by a mid-teens percentage and Ugg by a mid-single-digit percentage [8] - Projected EPS for the fiscal year is now $6.80-$6.85, up from previous guidance of $6.30-$6.39 [8] Valuation and Sentiment - Deckers' stock is currently trading at a price-to-earnings ratio of 17, which is attractive compared to the S&P 500's P/E ratio of around 28 [11] - The company has consistently beaten earnings estimates over the last four quarters, with a cumulative surprise of 26% [10] Strategic Outlook - The strong Q3 results suggest a solid outlook for fiscal 2027, with potential acceleration in growth due to the removal of a $110 million tariff headwind and successful new product launches [12]

We recently published 10 Big Names Ending January With Explosive Gains.  Deckers Outdoor Corp. (NYSE:DECK) was one of the top performers on Friday. Deckers Outdoor soared by 19.50 percent on Friday to close at $119.34 apiece as investors took path from a strong earnings performance and an upbeat outlook for the full fiscal year 2026. In its earnings call on the same day, Deckers Outdoor Corp. (NYSE:DECK) said that it netted $481 million in the third quarter ending December 31, or a 5.3 percent jump from ...

Core Insights - A rotation in the market is occurring as investors are moving away from large-cap tech stocks, such as Microsoft [1] Group 1 - The Q4 earnings season is characterized by volatility, highlighting a significant trend in investor behavior [1] - Investors are increasingly shunning large-cap technology stocks, indicating a shift in market sentiment [1]

Shares of Deckers Outdoor (NYSE: DECK) jumped on Friday after the apparel maker announced strong quarterly financial results. As of 2:27 p.m. EST, Deckers' stock price was up more than 17%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Deckers Outdoor. Balanced growth The company, also known as Deckers Brands, saw its revenue grow by 7.1% year over year to $1.958 bil ...

Key Takeaways DECK beat Q3 earnings and sales estimates, with EPS rising to $3.33 and revenues up 7.1% y/y.DECK saw strong brand momentum, led by HOKA's 18.5% sales growth across DTC and wholesale channels.DECK raised the FY26 view, citing improved margins, higher EPS expectations and continued brand strength.Deckers Outdoor Corporation (DECK) reported impressive third-quarter fiscal 2026 results, with the top and bottom lines beating estimates and increasing year over year. Management highlighted strong br ...

Core Viewpoint - Deckers Outdoor Corp (DECK) has demonstrated strong financial performance, particularly through its HOKA and UGG brands, leading to increased revenue expectations and a solid market presence [2][3][4]. Financial Performance - DECK reported a 7% increase in revenue for the third quarter, reaching $1.96 billion compared to the previous year [2][6]. - HOKA's revenue surged by 18% to $629 million, with balanced growth across direct-to-consumer and wholesale channels [2]. - The UGG brand achieved a record revenue of $1.3 billion, marking a 5% increase from the previous year [3]. Gross Margin and Pricing Strategy - DECK maintained high levels of full-price selling, contributing to a gross margin of 59.8%, which exceeded expectations [3]. - Piper Sandler set a price target of $95 for DECK, indicating a slight overvaluation based on the current stock price of $99.90 [6]. Revenue Expectations - The company raised its full-year revenue expectations to a range of $5.4 billion to $5.425 billion, reflecting confidence in continued growth [4][6]. Market Presence - DECK's stock has fluctuated between a low of $97 and a high of $100.26, with a recent price change of $2.28, a 2.34% increase [4]. - The company's market capitalization is approximately $14.82 billion, with a trading volume of 5,749,749 shares, highlighting strong market presence and investor interest [5].

在运动鞋服品牌集体步入"去库存"与"调预期"的周期性博弈时，拥有HOKA和UGG的Deckers似乎还在 自己的节奏里。 Deckers近日发布2026财年第三季度（截至2025年12月31日）财务业绩。在覆盖了整个欧美传统消费旺 季的三个月里，公司实现净销售额19.58亿美元，同比增长7.1%。 其中UGG表现趋于稳健，本季度净销售额为13.05亿美元，同比增长4.9%。 而近年来持续主导增长引擎的HOKA净销售额达到6.289亿美元，同比增速回升至18.5%。 对比上季度11.1%的增速，HOKA的超预期反弹，很大程度受益于DTC（直面消费者）渠道以及国际市 场的增长。 本季度，Deckers在国际市场增速更是达15%，远高于美国本土市场2.7%的增长。 根据Deckers此前的会议纪要，中国已成为HOKA国际业务增长最核心的驱动力。 不同于早期仅靠"硬核跑鞋"圈粉，HOKA在中国正通过"轻重结合"的渠道策略，完成对新中产消费者的 深度渗透。 据管理层此前披露，HOKA在中国合伙人门店的销售达成率远超预期，为后续扩大门店密度提供了坚实 的数据支撑。 与此同时，品牌通过在核心商圈开设直营旗舰店，辅以高频的线 ...