Goleta, California-based Deckers Outdoor Corporation (DECK) designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally. Valued at a market cap of $16.8 billion, the company offers its products under the UGG, HOKA, Teva, Koolaburra, and AHNU brand names. DECK's shares have underperformed the broader market over the past year and have outperformed in 2026. DECK stock has declined 20.9% over the past ...

Birkenstock Holding plc (NYSE:BIRK) is among the 11 Best High Growth Consumer Stocks to Buy Right Now. Deutsche Bank Lowers its Price Target on Birkenstock Holding plc (BIRK) to $49 and Maintains a Buy Rating On February 13, 2026, Deutsche Bank lowered its price target on Birkenstock Holding plc (NYSE:BIRK) to $49 from $50 and maintained a Buy rating. On February 12, 2026, Birkenstock Holding plc (NYSE:BIRK) reported Q1 revenue of EUR 401.9M compared to EUR 361.72M last year. CEO Oliver Reichert said re ...

Core Viewpoint - JP Morgan predicts potential economic turbulence following the Supreme Court ruling that nullified President Trump's emergency tariffs, estimating that the U.S. government may need to refund up to $200 billion to businesses [1][4]. Group 1: Economic Impact - The Supreme Court's decision could lead to heightened trade uncertainty and reduced business spending, despite the Trump administration's intentions to revive tariffs through alternative legal means [1][4]. - The estimated amount at stake for refunds is between $150 billion and $200 billion, as noted by JP Morgan's economic policy researcher Michael Feroli [2]. - If refunds are passed on to consumers, the economic activity boost would be significant; however, if businesses retain the cash, the impact would be smaller [4]. Group 2: Legal and Corporate Actions - Major corporations, including Costco, J.Crew, Crocs, Goodyear, and EssilorLuxottica, have filed lawsuits seeking refunds in anticipation of the Supreme Court ruling [5]. - The ruling has remanded the issue of refunds to lower courts, leaving the full amount and timing of any rebates uncertain [2]. Group 3: Fiscal Implications - JP Morgan forecasts that legal rulings requiring the administration to refund duties could lead to a larger fiscal deficit in 2026, estimated at 6.6% of GDP, which translates to approximately $2.1 trillion based on current data [8]. - The fiscal deficit occurs when government spending exceeds tax revenue, contributing to national debt [8]. Group 4: Tariff System Outlook - The research indicates that the Trump administration may attempt to maintain the average effective tariff rate despite the ruling, using different legal authorities [11]. - The average effective tariff rate is projected to decrease from 9.4% in December to just over 4% without the IEEPA duties, indicating a significant realignment of tariffs across various products and countries [12].

Data points from the secondary sneaker market suggest that Nike’s inventory in North America is getting under control. According to UBS Evidence Lab data, Nike brand footwear prices in the secondary sneaker market rose 6.8 percent in January, reflecting the fourth consecutive month of year-over-year growth. The January rate of growth represented a 330 basis point acceleration from 3.5 percent growth in December. In addition, Jordan brand prices saw an increase of 6 percent year-over-year in January, repre ...

And so now to help us make sense of some of the moves we're seeing of course just off off the open we're now joined by Diane King Hall host for the Schwab network. And so Diane, first and foremost, thank you so much for being with us this morning. I mean let's start with some of these individual movers like Texas Roadhouse for example, which is I mean seeing some quarterly numbers that were a bit all over the place, but definitely not seeing an evenness from that consumer which has been the case for a lot o ...

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. It’s been another week with far more retail news than there is time in the day. Below, we break down some things you may have missed during the week and what we’re still thinking about. From Crate & Barrel’s collaboration with Converse to Hims & Hers’ latest acquisition, here’s our closeout for the week. What you may have missed New Balance brought in a record $9 ...

In this articleNKEwatch nowNew Balance sales grew 19% last year to $9.2 billion as the legacy sneaker giant continued to outperform the global footwear market and take share from floundering competitors like Nike.The 120-year-old Boston-based footwear brand, which is private, exclusively shared its 2025 results with CNBC. In addition to the sharp 2025 growth, the retailer said it could reach its goal of $10 billion in annual revenue by the end of the year."We're competitive. No question about it. But we wan ...

Bob Goldman has spent 55 years building Cels Brands, his storied shoe business, alongside his family. Now the footwear veteran has struck a deal with Gordon Brothers’ brand management division, which is acquiring the intellectual property of all four of the company’s labels — Chinese Laundry, Dirty Laundry, CL by Laundry and 42 Gold. Financial terms of the deal were not disclosed. More from WWD “This moment is both a culmination and a beginning,” said Goldman. “Our focus has always been simple: create b ...

Core Viewpoint - Crocs (CROX) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates - The Zacks Consensus Estimate for Crocs indicates expected earnings of $13.22 per share for the fiscal year ending December 2026, showing no year-over-year change [8]. - Over the past three months, analysts have raised their earnings estimates for Crocs by 6.6% [8]. Zacks Rating System - The Zacks rating system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) to Zacks Rank 5 (Strong Sell), and has a strong track record of performance [7]. - The system maintains an equal proportion of "buy" and "sell" ratings across over 4,000 stocks, ensuring that only the top 20% receive a "Strong Buy" or "Buy" rating [9][10]. Market Implications - The upgrade to Zacks Rank 2 places Crocs in the top 20% of Zacks-covered stocks, suggesting potential for higher stock prices due to improved earnings outlook [10]. - Rising earnings estimates are expected to create buying pressure, leading to an increase in Crocs' stock price [5][6].

Core Concept - The campaign "Let Them Talk" by Crocs emphasizes self-expression and individuality through its Echo range, featuring Bollywood actor Siddhant Chaturvedi as the face of the campaign [1][4]. Campaign Overview - The Echo campaign is centered around the idea of embodying confidence in everyday moments, celebrating individuality through street style and personal expression [2][4]. - The campaign film showcases Siddhant Chaturvedi navigating various urban settings, highlighting the adaptability and bold design of the Echo footwear [3][4]. Creative Approach - The campaign was conceptualized by Homegrown, focusing on cultural relevance and individuality, with Siddhant's authentic presence enhancing the narrative [3][4]. - The film captures everyday moments of being oneself, reinforcing the message of confidence without seeking external validation [4][5]. Product Details - The Echo range features a bold, street-forward design, starting with the Echo RO Gum Clog, available in Black and Chalk, with plans for multiple product drops [4][5]. - The campaign launched on February 17, 2026, with a comprehensive rollout across digital, social, retail, and e-commerce platforms [5]. Company Background - Crocs, Inc. is a leader in innovative casual footwear, known for combining comfort and style, with products sold in over 85 countries [6].