Wall Street expects a year-over-year decline in earnings on higher revenues when Deckers (DECK) reports results for the quarter ended March 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 May 22. On the oth ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Deckers (DECK) .Deckers currently has an average brokerage recomm ...

Core Insights - The sports footwear and apparel industry demonstrates resilience amid a sluggish global economic recovery and differentiated consumer demand, outperforming other sectors [1][2] - The analysis includes 19 brands/groups, primarily publicly listed companies, with revenue data for the 2024 calendar year, adjusted for fiscal year discrepancies and currency fluctuations [1][2] Global Market Overview - Total global revenue for the 18 brands/groups in 2024 is approximately $183.61 billion, reflecting a 3.78% increase from 2023 [8] - Nike and Adidas remain the dominant players, while Lululemon has surged to third place, surpassing Puma and VF Corporation [6][7] - The industry structure remains stable, with a leading tier of Nike and Adidas, followed by a growing middle tier including Decathlon, Anta, VF, and Lululemon [7][8] Chinese Market Insights - The total revenue for the Chinese market is estimated at around $37 billion for 2024, with an 8.8% year-over-year growth, outpacing global growth [14] - Anta Group leads the Chinese market, with significant contributions from its multi-brand strategy, while Nike retains the top position for single-brand revenue [14][15] - The competitive landscape in China features intense rivalry among brands like Anta, Li Ning, Adidas, and FILA, with Puma also showing growth [14][15] Growth Drivers - Running remains the highest growth segment in the sports footwear and apparel industry, with brands like HOKA and On experiencing significant revenue increases [15][16] - Outdoor brands, particularly those appealing to the middle class, are also thriving, driven by a shift in consumer identity and preferences [16] Future Considerations - The industry faces challenges related to brand positioning in either stock or incremental competition, necessitating strategic decisions on growth potential and market dynamics [17] - Established brands are undergoing transformations while new entrants must navigate consumer expectations and market integration [17]

Group 1: Deckers Brands - Deckers Brands has shown exceptional performance over the last two decades, with a $10,000 investment growing to over $900,000 [4] - The company owns popular footwear brands UGG and Hoka, both of which are experiencing increasing demand, with UGG sales growing 16% year-over-year and Hoka sales increasing 24% [6][5] - Deckers' revenue grew 17% year-over-year to $1.8 billion, and international sales rose 28% year-over-year, indicating strong growth potential [5][7] - The stock is currently attractively priced at 20 times forward earnings estimates, making it a compelling investment opportunity [8] Group 2: Lululemon Athletica - Lululemon Athletica has also seen its stock fall around 50% from recent highs, presenting a potential undervaluation of its future prospects [10] - The company has achieved consistent double-digit revenue growth, with an annualized growth rate of 19% over the last decade, and a profit margin of 17% [12][15] - Lululemon's revenue grew 13% year-over-year during the fiscal fourth quarter, while competitors like Nike reported declining sales, showcasing its strong market position [13] - The brand's unaided awareness in the U.S. is in the 30% range, indicating significant growth potential, especially in international markets [14][15]

Deckers Outdoor Corporation (DECK) is trading at a price-to-earnings (P/E) multiple well above the Zacks Retail-Apparel and Shoes industry average. DECK’s forward 12-month P/E ratio sits at 18.15, higher than the industry’s average of 15.39.DECK Looks Expensive From Valuation Standpoint Image Source: Zacks Investment Research This premium positioning is especially notable when compared with peers such as Boot Barn Holdings, Inc. (BOOT) , which has a forward 12-month P/E of 16.36; Skechers U.S.A., Inc. (SKX) ...

Deckers Outdoor Corporation (NYSE: DECK ) is a US company that markets and distributes footwear for both casual use and also for ultra-runners and outdoor activities. Some of their most well-known brands include: UGG, HOKA, and AHNU. InMy main area of interest is algorithmic trading and trading strategies. However, I am also very interested in macroeconomic topics, especially since I lived and studied in Shanghai for half a year. That is why I plan to write about those topics with a focus on China. I am one ...

In recent months, Deckers Outdoor Corporation (NYSE: DECK ) has fallen by around 50% from its all-time high of $223.98, with the stock currently trading near $111. But that presents an opportunity, as Deckers Outdoor is among the highest-quality shoe retailer stocksI objectively search for undervalued stocks of any size across a wide variety of industries using quantitative methods that I've thoroughly backtested for success. I believe the numbers are more important than the story (most of the time), as the ...

Investors interested in Retail - Apparel and Shoes stocks are likely familiar with Canada Goose (GOOS) and Deckers (DECK) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies with p ...

Rather than focusing primarily on performance such as Nike, Deckers' brands cater to a more diverse customer market, which can work to its advantage and make it easier for its business to grow. And with its annual sales being close to one-tenth of Nike's ($5 billion versus around $50 billion), the scale of revenue it will need to generate to maintain a high growth rate will also not need to be as significant; being the smaller business can have its advantages. Their valuations are comparable Both stocks hav ...

Group 1: Market Overview - The S&P 500 is down about 6% year-to-date, with significant declines from mid-February highs [1] - Many stocks have underperformed due to President Trump's tariffs affecting nearly every sector [1] Group 2: Deckers Outdoor - Deckers Outdoor is the worst-performing stock in the S&P 500, down approximately 46% this year [2] - Concerns over future growth and tariffs have negatively impacted investor sentiment [3] - Despite struggles, 12 out of 17 analysts recommend buying the stock, with an average price target suggesting a 70% upside [4][5] Group 3: Teradyne - Teradyne's stock is down 39%, primarily due to slowing demand for semiconductors and AI solutions [7][8] - The company cut its second-quarter guidance, indicating potential revenue declines of up to 10% [9] - Analysts remain optimistic, with 13 out of 17 rating the stock a buy and an average price target implying 48% upside [10][11] Group 4: ON Semiconductor - ON Semiconductor is down 38%, facing challenges in revenue growth due to high valuations and demand concerns in the semiconductor sector [12][13] - The company abandoned a $6.9 billion acquisition of Allegro Microsystems due to regulatory challenges [14] - Analysts are mixed, with 15 out of 24 recommending a buy, but concerns about revenue visibility have led to a downgrade from buy to neutral by B. Riley [15][16][17]