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Deckers(DECK) - 2026 Q3 - Quarterly Results
2026-01-29 21:08
Exhibit 99.1 DECKERS BRANDS REPORTS THIRD QUARTER FISCAL YEAR 2026 FINANCIAL RESULTS Goleta, California (January 29, 2026) -- Deckers Brands (NYSE: DECK), a global leader in designing, marketing, and distributing innovative footwear, apparel, and accessories, today announced financial results for the third fiscal quarter ended December 31, 2025. The Company also provided an update to its financial outlook for the full fiscal year ending March 31, 2026. "Deckers produced record revenue and earnings per share ...
Deckers Outdoor Corporation (NYSE:DECK) Earnings Preview
Financial Modeling Prep· 2026-01-29 02:00
Core Viewpoint - Deckers Outdoor Corporation is preparing to release its quarterly earnings on January 29, 2026, with expectations of a slight revenue increase despite a projected decline in earnings per share (EPS) [1][2][3]. Financial Projections - Analysts project Deckers' EPS to be $2.72, while Zacks Investment Research anticipates a slightly higher EPS of $2.77, despite a year-over-year decline of 7.7% [2][6]. - Revenue is expected to reach approximately $1.87 billion, marking a 2.6% increase from the same quarter last year [3][6]. Financial Metrics - Deckers' financial metrics include a price-to-earnings (P/E) ratio of 14.25 and a price-to-sales ratio of 2.76 [4][6]. - The enterprise value to sales ratio is 2.56, and the enterprise value to operating cash flow ratio is 12.57, indicating the company's valuation and profitability [4]. - The company maintains a debt-to-equity ratio of 0.14, reflecting a low level of debt compared to equity, and a current ratio of 3.07, suggesting strong liquidity [5]. Market Sentiment - The downward revision of the consensus EPS estimate by 0.2% over the past 30 days may signal potential investor actions and influence short-term stock performance [3]. - As the earnings report approaches, investors are keen to see if Deckers can exceed expectations and how this will affect its stock price [5].
Best Consumer Stock to Buy Right Now: Nike or TJX Companies?​
Yahoo Finance· 2026-01-28 14:50
Industry Overview - Consumers are cautious due to economic challenges such as high inflation and a potentially weakening job market, leading to reduced spending [1] - The S&P 500 consumer discretionary sector has returned 4.8% over the past year, significantly lower than the S&P 500's overall return of 15.1% [1] Nike - Nike has historically been a dominant player in the sportswear market, with approximately 65% of its sales coming from footwear [4] - Recent sales have been declining due to increased competition, lack of innovative products, and a strategic shift to direct-to-consumer sales, which has impacted relationships with wholesale partners [5] - In the fiscal third quarter, Nike's sales growth was stagnant after adjusting for foreign-currency effects, with wholesale revenue increasing by 8% but direct revenue declining by 9% [6] TJX Companies - TJX Companies operates an off-price retail business under brands like TJ Maxx and Marshalls, capitalizing on purchasing excess inventory at attractive prices [7] - The company has benefited from economic conditions that allow it to source a wider selection of discounted goods, particularly during challenging times [8] - In the fiscal third quarter, TJX reported a 5% increase in same-store sales, achieving positive comps across all its business segments [8]
What Analyst Projections for Key Metrics Reveal About Deckers (DECK) Q3 Earnings
ZACKS· 2026-01-26 15:16
Core Viewpoint - Analysts expect Deckers (DECK) to report quarterly earnings of $2.77 per share, reflecting a year-over-year decline of 7.7%, with revenues projected at $1.87 billion, an increase of 2.6% from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised down by 0.2% in the last 30 days, indicating a reassessment by covering analysts [1][2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [2] Revenue Projections - Analysts project 'Net Sales by brand- HOKA brand wholesale- Total' to be $587.89 million, representing a year-over-year increase of 10.7% [4] - 'Net Sales by brand- Other brands wholesale- Total' is expected to reach $35.96 million, indicating a change of 28.4% from the prior year [4] - 'Net Sales by brand- UGG brand wholesale- Total' is estimated at $1.26 billion, reflecting a 0.9% increase year-over-year [5] - 'Net Sales by brand- HOKA brand wholesale- Wholesale' is projected at $341.37 million, showing an 11.8% increase [5] - 'Net Sales by brand- UGG brand wholesale- Direct-to-Consumer' is expected to be $752.98 million, indicating a decline of 3% [6] - 'Net Sales by brand- HOKA brand wholesale- Direct-to-Consumer' is projected at $245.11 million, reflecting an 8.6% increase [6] - 'Net Sales by brand- UGG brand wholesale- Wholesale' is estimated at $509.91 million, indicating a 9% increase [7] - 'Net Sales by brand- Other brands wholesale- Direct-to-Consumer' is expected to reach $7.32 million, reflecting a significant increase of 71.5% [7] - 'Net Sales by brand- Other brands wholesale- Wholesale' is projected at $32.17 million, indicating a 35.5% increase [8] - 'Net Sales by location- International' is expected to be $714.45 million, reflecting an 8.6% increase [8] - 'Net Sales by location- Domestic' is projected at $1.17 billion, indicating a slight increase of 0.1% [9] Stock Performance - Over the past month, Deckers shares have declined by 3%, while the Zacks S&P 500 composite has increased by 0.2% [9] - Deckers holds a Zacks Rank 3 (Hold), suggesting that its performance will likely align with the overall market in the upcoming period [9]
Musinsa in Race for Hoka’s South Korean Distribution Rights Amid High Competition and Growing Market Demand
Retail News Asia· 2026-01-26 06:26
Core Viewpoint - Musinsa is in discussions to acquire the local distribution rights for Hoka, indicating a strategic move to enhance its market presence in South Korea [1] Group 1: Musinsa's Interest and Strategy - Musinsa is seeking to handle the import and distribution of Hoka within South Korea, aligning with its broader expansion strategy [1][5] - The company has previously established a presence in the Chinese market through a joint venture with Anta Sports, indicating its ambition for growth in both online and offline retail channels [5] Group 2: Competition for Distribution Rights - Other major fashion companies, including Shinsegae International and LF Corp, are also interested in acquiring the distribution rights for Hoka, highlighting the competitive landscape in the domestic market [2][7] Group 3: Current Distribution Issues - Hoka's current distribution in South Korea, managed by Joyworks & Co, is under scrutiny due to allegations of misconduct by its CEO, which may prompt Deckers to reconsider its local strategy [3][6] Group 4: Demand for Hoka Footwear - There is a growing demand for Hoka's footwear in South Korea, driven by an increase in outdoor activities and running, appealing to both performance-focused consumers and lifestyle shoppers [4][8]
Deckers Outdoor Unusual Options Activity - Deckers Outdoor (NYSE:DECK)
Benzinga· 2026-01-22 20:01
Core Insights - Investors are adopting a bearish stance towards Deckers Outdoor, indicating potential significant market movements ahead [1] - The options activity shows a divided sentiment among investors, with 60% bearish and 20% bullish [2] Options Activity - There has been notable options activity for Deckers Outdoor, with 10 extraordinary options trades identified, including 2 puts totaling $56,200 and 8 calls amounting to $715,116 [2] - The mean open interest for Deckers Outdoor options trades is 458.83, with a total volume of 1,349.00 [4] Price Targets - Major market movers are focusing on a price range between $80.0 and $120.0 for Deckers Outdoor over the last three months [3] - Recent analyst ratings suggest an average target price of $110.5, with varying opinions from different analysts [9] Company Overview - Deckers Outdoor, founded in 1973, specializes in casual and performance footwear, apparel, and accessories, with Ugg and Hoka accounting for 51% and 45% of total sales in fiscal 2025 [8] - The company generates 64% of its sales in the United States and operates e-commerce in over 50 countries [8] Current Market Position - Deckers Outdoor's stock is currently trading at $102.27, down by 1.02%, with an anticipated earnings release in 7 days [10] - Analysts have varied ratings, with one downgrading to Underweight with a target of $85, while another maintains a Buy rating with a target of $130 [10]
Deckers' International Segment Emerges as Key Growth Engine in FY26
ZACKS· 2026-01-21 19:00
Core Insights - Deckers Outdoor Corporation's international segment is a key growth driver, significantly outpacing domestic growth in the first half of fiscal 2026, reflecting strong demand for HOKA and UGG brands globally [1][5] International Growth Strategy - The company employs a balanced channel strategy, with wholesale as the primary entry point in new markets and direct-to-consumer (DTC) enhancing long-term customer engagement, aiming for a 50:50 mix between wholesale and DTC [2] - International wholesale expansion has been more pronounced than in the U.S., indicating stronger brand momentum abroad [2] Regional Performance - In EMEA, HOKA achieved double-digit growth in multiple countries during Q2 of fiscal 2026, supported by strong sell-through with specialty retailers and increased market share [3] - China presents a significant opportunity, driven by premium positioning and innovation, with strong full-price selling and expanding loyalty membership, particularly among younger and female consumers [4] Future Outlook - Deckers anticipates that international markets will continue to outpace U.S. growth in fiscal 2026, contributing to a long-term revenue target of $5.35 billion, supported by disciplined distribution and strong brand equity [5] Valuation and Performance - Deckers shares have decreased by 2.9% over the past three months, while the industry has grown by 9.9% [6] - The company trades at a forward price-to-earnings ratio of 14.38X, slightly below the industry's average of 16.11X [8] - The Zacks Consensus Estimate for current fiscal-year earnings indicates a year-over-year growth of 1.3%, with an expected uptick of 7.3% for the next fiscal year [11]
Deckers Brands Announces Conference Call to Review Third Quarter Fiscal 2026 Earnings Results
Businesswire· 2026-01-20 14:05
Group 1 - Deckers Brands will hold a conference call to review its third quarter fiscal 2026 results on January 29, 2026, at approximately 4:30 pm Eastern Time [1] - The conference call will be broadcasted on the company's investor relations website and will be available for at least 30 days following the call [1] Group 2 - Deckers Brands is a global leader in designing, marketing, and distributing innovative footwear, apparel, and accessories [2] - The company's portfolio includes well-known brands such as UGG®, HOKA®, and Teva® [2] - Deckers Brands products are sold in over 50 countries and territories through various retail channels, including department stores, specialty stores, and online platforms [2] - The company has over 50 years of experience in building niche footwear brands into lifestyle market leaders, attracting millions of loyal consumers globally [2]
纺织服饰周专题:部分服饰制造公司2025年营收公布
GOLDEN SUN SECURITIES· 2026-01-18 13:12
Investment Rating - The report recommends a "Buy" rating for several companies including Shenzhou International, Huayi Group, Anta Sports, and Li Ning, with respective 2026 PE ratios of 12x and 15x for Shenzhou International and Huayi Group [2][9][26]. Core Insights - The textile and apparel industry is experiencing a mixed performance, with some companies showing resilience while others face challenges due to fluctuating orders and profit margins [1][3]. - The report anticipates a cautious improvement in downstream orders for 2026, supported by healthy inventory levels and strong sales performance from certain brands [2][20]. - The sportswear segment is expected to outperform the broader apparel market, driven by strong inventory management and long-term growth potential [3][26]. Summary by Sections Recent Revenue Performance - Several apparel manufacturers reported their 2025 revenue, with Feng Tai Enterprises, Ru Hong, and Yu Yuan Group showing year-on-year changes of -4.5%, +3.2%, and +0.5% respectively for the full year [1][12]. - In December 2025, Feng Tai Enterprises, Ru Hong, and Yu Yuan Group reported monthly revenues down by -0.6%, -3.6%, and -3.7% respectively [1][12]. Industry Outlook - The report indicates a weakening industry sentiment since H2 2025, with Southeast Asia's export performance continuing to surpass that of China [2][17]. - For 2026, the report expects cautious improvements in orders, with a focus on core brand performance and inventory management [20]. Investment Recommendations - Recommended stocks include Shenzhou International and Huayi Group, with Shenzhou International expected to achieve a 10% revenue growth in 2025 and Huayi Group's profits anticipated to recover gradually [2][25]. - Other companies to watch include Wei Xing Co., Kai Run Co., and Jing Yuan International, which are expected to benefit from the anticipated recovery in orders [2][26]. Market Performance - The textile and apparel sector has underperformed compared to the broader market, with the Shanghai and Shenzhen 300 index down by 0.57% while the textile manufacturing sector fell by 0.77% [30].
Buy 4 Outdoor Industry Stocks to Enhance Your Portfolio Returns
ZACKS· 2026-01-16 15:31
Industry Overview - The outdoor industry encompasses recreation, wellness, and lifestyle experiences focused on nature and activities away from home, including outdoor gear, apparel, recreational vehicles, and related services [2] - The industry is experiencing steady demand driven by shifting consumer values towards health, sustainability, and experience-driven living, appealing to various age groups and regions [3] Company Highlights Deckers Outdoor Corp. (DECK) - Deckers Outdoor is experiencing strong momentum, particularly from its HOKA and UGG brands, with HOKA expected to grow in the low-teens percentage range and UGG in the low-to-mid single digits, each projected to exceed $2.5 billion in annual sales [7] - The company anticipates year-over-year increases of 13.1% for HOKA and 4.7% for UGG in fiscal 2026, supported by international expansion and operational efficiency [8] - DECK has an expected revenue growth rate of 7.7% and earnings growth rate of 1.3% for the current year [8] Planet Fitness Inc. (PLNT) - Planet Fitness is benefiting from solid franchise growth, with 35 new club openings in Q3 2025, bringing the total to 2,795 locations [11] - The company focuses on digital transformation to enhance member engagement and operational efficiency, with an expected revenue growth rate of 11.1% and earnings growth rate of 17.1% for the current year [12] Pool Corp. (POOL) - Pool Corp. is likely to benefit from steady maintenance demand and healthy remodeling activity, bolstered by its market-leading position and enhanced digital capabilities through the POOL360 platform [13][14] - The company has an expected revenue growth rate of 3.4% and earnings growth rate of 6.6% for the current year [15] YETI Holdings Inc. (YETI) - YETI designs and markets products for outdoor activities, targeting various categories such as hunting, fishing, and camping [16] - The company has an expected revenue growth rate of 4.7% and earnings growth rate of 14.1% for the current year [17]