Group 1 - Deckers Outdoors, the parent company of brands like Hoka, Teva, and UGG, experienced a significant stock decline of 12% to a two-year low following the release of weak quarterly earnings and guidance [1] - Investors are concerned that economic slowdowns due to tariffs and declining consumer confidence may negatively impact Deckers' performance [1] - The overall stock market, particularly the Dow Jones index, rallied on positive CPI inflation data, contrasting with Deckers' poor performance [1][2] Group 2 - The stock market is showing resilience, with small caps surging after the inflation data release, indicating a broader market reaction despite individual company struggles [2] - Other companies, such as Nike, are also facing challenges with stock performance amid earnings reports and restructuring concerns, highlighting a mixed sentiment in the retail sector [4]

Core Viewpoint - Jim Cramer, a well-known investor, believes that Deckers Outdoor Corp (NYSE: DECK) is "overly hated" following a decline in stock price due to the company's management providing lukewarm future guidance [1] Company Summary - Deckers Outdoor Corp is a footwear designer and distributor that has recently faced a stock price drop [1] - The management's future guidance has been perceived as lackluster, contributing to negative market sentiment [1] Industry Summary - The footwear industry is experiencing volatility, with investor sentiment being influenced by company-specific guidance and performance [1]

Consumer Brands - Deckers has issued a lukewarm guidance, indicating struggles with its Ugg and Hoka brands, leading to continued market punishment [1] - There is elevated competition in the sneaker market, with brands like Nike and New Balance intensifying the competition, causing a loss of allure for some brands [2] - Concerns about excess inventory in the system persist, but there is optimism that Nike may surprise the market positively in upcoming quarters [4] Starbucks - There is a belief that Starbucks is approaching the end of a challenging quarter, with expectations for improved performance in the future [4] - The outlook for Starbucks is considered strong, with a focus on operational excellence and cost initiatives aimed at enhancing performance by 2026 [5]

Group 1 - Apple has begun shipping American-made AI servers from Texas as part of its commitment to invest $600 billion in the US [1] - Disney warns that ESPN and other networks may disappear from YouTube TV if a new distribution agreement is not reached by the end of the month [2] - Ford's shares are rising after third quarter results exceeded expectations, although the automaker has lowered its full-year guidance [2] Group 2 - Deckers Outdoors shares are declining due to weaker than expected revenue, despite the forecast for Q2 results beating expectations for the owner of Hoka and UGG Shoes [3]

Deckers shares fell after the owner of Hoka running shoes and Ugg boots forecast 2026 revenue that falls short of analyst expectations https://t.co/1w98KWZgBc ...

Core Insights - The shoe designer has issued weaker-than-expected sales guidance, attributing the decline to tariffs [1] Company Summary - The company is facing challenges in sales performance due to external factors, specifically tariffs [1]

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Market Overview - The trading day is nearing its end with stocks attempting to reach record highs, although some factors may hinder this progress [1][2] - The earnings season has been performing well so far, with more significant names set to report [2] - The Dow Jones Industrial Average increased by 146 points (0.3%), while the S&P 500 rose by 39 points (0.6%) [6] Company Earnings Intel - Intel reported an adjusted EPS of $0.23, beating the expected $0.12, with revenue up 3% year-over-year at $13.65 billion [10][11] - The forecast for Q4 revenue is projected between $12.8 billion and $13.8 billion, with a notable increase in data center and AI revenue, which reached $4.12 billion [12][19] - The company noted stronger-than-anticipated demand in the data center segment, particularly for server build-outs [13][20] - Intel's shares rose by 6% in after-hours trading following the earnings report [19][35] Ford - Ford anticipates an adjusted EBIT hit of $1.5 to $2 billion in 2025 due to a fire incident affecting aluminum production [23] - The company revised its full-year adjusted EBIT guidance down to $6 billion to $6.5 billion, missing analyst estimates [27] - Ford's shares fell by approximately 3.3% in after-hours trading, reflecting concerns over long-term strategy and EV build-out [24][27] Deckers - Deckers, the maker of Uggs and Hoka shoes, reported net sales of $0.43 billion, with full-year sales guidance of $5.35 billion, slightly below market expectations [30][31] Western Union - Western Union reported revenue growth of 1.03%, with adjusted EPS of $0.47, exceeding the estimate of $0.43, leading to a 4.4% increase in shares [33] Newmont Corporation - Newmont Corporation's adjusted EPS for Q3 was $0.71, with sales of $5.52 billion, surpassing estimates of $5.29 billion, resulting in a slight increase in shares [34]

Financial Data and Key Metrics Changes - The company reported a revenue increase of 9% in the second quarter, reaching $1.43 billion, and a 14% increase in diluted earnings per share (EPS) to $1.82 [7][25][29] - For the first half of fiscal year 2026, total company revenue grew by 12%, with HOKA revenue increasing by 15% and UGG revenue rising by 12% [7][18] - Gross margin for the second quarter was 56.2%, up 30 basis points from 55.9% in the previous year, benefiting from price increases and favorable product mix [27][28] Business Line Data and Key Metrics Changes - HOKA's wholesale revenue increased by 13% in the second quarter, while DTC (Direct-to-Consumer) grew by 8% [25][27] - UGG's wholesale revenue rose by 17%, but DTC experienced a 10% decline due to pressures from better in-stock positions with wholesale partners [26][27] - HOKA gained two points of market share in the U.S. road-running category over the past year, while UGG's men's footwear grew at twice the rate of the overall brand [11][19] Market Data and Key Metrics Changes - International regions drove significant growth for both HOKA and UGG, with UGG and HOKA revenue increasing by 38% in international markets [7][18] - HOKA saw strong performance in EMEA and China, with notable growth in loyalty membership and significant gains among younger consumers [16][17] Company Strategy and Development Direction - The company aims for continued international expansion and a balanced business model between DTC and wholesale channels, targeting a 50/50 split [9][24] - HOKA is focusing on performance categories such as trail running, hiking, fitness, and lifestyle, with plans to introduce more lower-profile products [10][85] - UGG is enhancing its brand presence through marketing campaigns and collaborations to maintain cultural relevance and consumer engagement [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding the U.S. consumer environment, anticipating a more cautious consumer behavior due to inflation and price increases [39][84] - The company remains confident in its brands' positioning and long-term growth potential, despite short-term challenges [35][42] Other Important Information - The company repurchased approximately $282 million worth of shares during the second quarter, with $2.2 billion remaining authorized for share repurchases [30] - The guidance for fiscal year 2026 includes total revenue expectations of approximately $5.35 billion, with HOKA projected to grow in the low teens and UGG in the low to mid-single digits [31][32] Q&A Session Summary Question: Can you unpack the guidance for HOKA and UGG growth expectations? - Management indicated that the guidance reflects a cautious outlook due to anticipated consumer behavior changes and tariff impacts, but remains confident in brand strength [39][42] Question: What is the split between DTC and wholesale for Q3 and Q4? - The company expects improvements in DTC sales in the back half of the year, with a more significant growth in Q4 compared to Q3 [55] Question: How are price actions affecting demand? - Management noted that premium brands have more elasticity, and they have not seen issues with sell-throughs despite price increases [68] Question: What are the growth opportunities for HOKA? - HOKA is focusing on performance, trail, fitness, lifestyle, and potential apparel categories, with significant upside in both U.S. and international markets [90]

Shares for Hoka and Ugg parent company Deckers Brands dropped over 8 percent in after-market trading on Thursday after the footwear maker posted yearly guidance below analysts’ expectations. The Goleta, Calif.-based company reported net sales in the second quarter of fiscal 2026 increased 9.1 percent to $1.43 billion compared to $1.31 billion the same time last year. Net income for the second quarter was $268.15 million, or $1.82 per diluted share, down from $357.95 million, or $2.74 per diluted share, th ...