How Is Deckers Outdoor Corporation's Stock Performance Compared to Other Consumer Discretionary Stocks?

Core Insights - Deckers Outdoor Corporation (DECK) is a significant player in the footwear and accessories industry, with a market cap of $17.6 billion, offering products under well-known brands like UGG, HOKA, and Teva [1][2] Financial Performance - DECK reported Q1 results with an EPS of $0.93, surpassing Wall Street expectations of $0.68, and revenue of $964.5 million, exceeding forecasts of $899 million [6] - For Q2, DECK anticipates revenue between $1.38 billion and $1.42 billion [6] Stock Performance - DECK's stock has experienced a 47% decline from its 52-week high of $223.98, reached on January 30 [3] - Over the past three months, DECK stock gained 16.9%, outperforming the Consumer Discretionary Select Sector SPDR Fund (XLY), which gained 13.7% [3] - Year-to-date, DECK shares have dipped 41.6% and fallen 23.9% over the past 52 weeks, underperforming XLY's YTD gains of 7.3% and 25.1% [4] Market Position and Challenges - DECK is categorized as a large-cap stock, indicating its size and influence in the industry [2] - The company faces challenges, including anticipated tariff costs of $185 million due to potential duty hikes in Vietnam, a 110-basis-point decline in gross margin, and weaknesses in HOKA's U.S. direct-to-consumer business [5] - Elevated inventory levels and rising selling, general and administrative (SG&A) expenses are additional strains on the company [5] Competitive Landscape - In the competitive footwear and accessories market, Crocs, Inc. (CROX) has shown resilience with a 29.2% decline year-to-date, but has outperformed DECK with 39.8% losses over the past 52 weeks [7]