Deckers Outdoor: Pain Persists, But UGG And International Strength Shift The Thesis

Group 1 - The stock of Deckers Outdoor Corporation (DECK) has underperformed the S&P 500 index, experiencing a decline of approximately 25% since the sell thesis was issued in July [1] - The analysis emphasizes a focus on equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, particularly interested in macroeconomic trends and corporate earnings [1]