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The footwear innovator honors its roots and nods to the future with next-generation Wool Runner NZ Now, Allbirds is introducing the Wool Runner NZ, delivering a modern interpretation of the qualities fans first fell in love with: unparalleled comfort, sleek design and reverence for nature. Reimagining the iconic shoe was the first task taken on by Allbirds's Chief Design Officer, Adrian Nyman, upon joining the brand in 2023. "The redesigned Wool Runner blends iconic comfort with refined simplicity—updated f ...

Core Insights - Deckers Outdoor Corporation (DECK) reported a strong performance in its wholesale business for Q1 fiscal 2026, with wholesale net sales increasing 26.7% year over year to $652.4 million, primarily driven by the HOKA and UGG brands [1][10]. Wholesale Performance - HOKA's wholesale revenues rose 30%, supported by robust sell-in, expanded distribution, and strong reorders, particularly in EMEA and APAC regions [2][10]. - UGG's wholesale revenues also increased by 30% year over year, with notable gains in both domestic and international markets, especially in EMEA and China, due to early fulfillment of fall orders and inventory replenishment [3][10]. - Throughout Q1, sell-through outpaced sell-in across wholesale accounts, indicating effective inventory management and healthy consumer demand [4]. Market Dynamics - The wholesale channel is expected to grow faster than the direct-to-consumer (DTC) channel, driven by evolving consumer preferences for in-person retail experiences and strong partner engagement [5]. - Deckers' ability to align wholesale execution with market demand positions the business for continued momentum through the fiscal year [5]. Competitive Landscape - Key competitors in the wholesale channel include Steven Madden, Ltd. (SHOO) and Urban Outfitters Inc. (URBN) [6]. - Steven Madden's wholesale channel reported a decline of 6.4% year over year, impacted by order cancellations and shipment delays, with a gross margin decrease to 31% [7]. - Urban Outfitters' wholesale channel achieved a 24% revenue increase in Q1 fiscal 2026, driven by strong full-price sales and improved profitability [8]. Valuation and Estimates - Deckers trades at a forward price-to-earnings ratio of 16.05X, below the industry average of 17.43X, with a Value Score of A [12]. - The Zacks Consensus Estimate for DECK's fiscal 2026 earnings implies a year-over-year decline of 1.1%, while fiscal 2027 indicates an uptick of 8.3% [13].

Company Performance - Cable One reported quarterly earnings of $3.23 per share, missing the Zacks Consensus Estimate of $8.23 per share, and down from $8.16 per share a year ago, representing an earnings surprise of -60.75% [1] - The company posted revenues of $381.07 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.08%, but down from $394.46 million year-over-year [2] - Over the last four quarters, Cable One has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance - Cable One shares have lost about 63.4% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current status of estimate revisions translates into a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $8.67 on revenues of $380.86 million, and for the current fiscal year, it is $30.00 on revenues of $1.52 billion [7] - The outlook for the industry can materially impact the stock's performance, with the Cable Television industry currently in the bottom 9% of over 250 Zacks industries [8]

Rocky Brands, Inc. (NASDAQ: RCKY ) reported great Q2 results, sending the stock surging. The boot and other footwear manufacturer and seller showed strong sales momentum in the quarter, trickling down to earnings. Even more impressively, Rocky even raised the company’s 2025I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispr ...

Core Viewpoint - Wolverine World Wide is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to show earnings of $0.22 per share, reflecting a +46.7% change year-over-year, and revenues of $446.48 million, which is a 5% increase from the previous year [3]. - The consensus EPS estimate has been revised 4.12% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP of +5.75% indicates a likelihood of Wolverine beating the consensus EPS estimate, supported by a Zacks Rank of 2 [12]. - Historical performance shows Wolverine has beaten consensus EPS estimates in the last four quarters, with a notable surprise of +63.64% in the last reported quarter [13][14]. Market Reaction Factors - The actual stock movement will depend on how the earnings report compares to expectations, with management's discussion during the earnings call playing a significant role in shaping future earnings expectations [2][15]. - While an earnings beat can positively influence stock prices, other factors may also affect market reactions, making it essential to consider broader market conditions [15][17].

Company Overview - Wolverine World Wide, Inc. (NYSE: WWW) is set to report its Q2 results on August 6th in post-market hours [1] - The company is expected to demonstrate strong brand momentum, particularly with its Merrell and Saucony brands [1] Investment Insights - The investment philosophy focuses on identifying mispriced securities by understanding the financial drivers of a company, often revealed through a DCF model valuation [1] - This approach allows for a flexible investment strategy that encompasses various stock prospects, assessing the risk-to-reward ratio [1]

Core Viewpoint - Deckers Outdoor has shown signs of recovery in fiscal Q1 2026, with significant revenue growth and improved earnings, despite challenges from tariffs and a decline in U.S. sales [1][3][6]. Financial Performance - Deckers reported a revenue growth of 17%, surpassing the analyst forecast of 9.2% [3] - Adjusted earnings per share (EPS) grew by 24%, reaching 93 cents, contrary to expectations of a 10% decline [3] - International revenue surged by 50%, driven by strong performance from HOKA and UGG brands, marking the fastest growth in six quarters [4] - U.S. sales, however, fell nearly 3% in a challenging consumer environment [4] Margins and Costs - Gross margin decreased by 110 basis points to 55.8%, while operating margin increased by 105 basis points to over 17.1% [5] - The company has not seen negative impacts from initial price increases implemented on July 1, indicating potential for maintaining demand despite higher prices [8] Market Conditions and Tariffs - The sentiment around Deckers has been affected by tariffs, with the U.S. tariffs on Vietnam currently at 20%, a significant reduction from previous proposals [6][7] - Management has expressed optimism that price increases have not adversely affected demand, which is a positive indicator for future performance [8] Sales Channels - Direct-to-consumer (DTC) sales showed minimal growth, while wholesale sales increased by 26.7%, suggesting a potential rebound in DTC sales in the future [9] Stock Valuation and Forecast - The current stock price is $112.43, with a 12-month price target of $137.50, indicating a potential upside of 22.30% [10][11] - The stock trades at a forward P/E multiple of 18x, which is approximately 26% below its three-year average of over 24x, suggesting undervaluation [10][11]

Core Insights - Crocs (CROX) is facing short-term challenges primarily due to the underperformance of its HEYDUDE brand and supply chain uncertainties linked to tariffs [1] - The company operates through two segments: HEYDUDE and the Crocs brand, with current investor concerns focused on declining sales [1] - There is a belief that the market is overly focused on short-term issues, potentially mispricing strong companies that have been negatively impacted by these challenges [1] Segment Analysis - **HEYDUDE Brand Performance** - The HEYDUDE brand is currently struggling, contributing to the overall challenges faced by Crocs [1] - **Supply Chain Issues** - Supply chain uncertainties are exacerbated by tariffs, affecting the company's operational efficiency and sales [1] - **Long-term Investment Perspective** - The company is viewed as having strong fundamentals, and there is an opportunity to uncover long-term value despite short-term headwinds [1]

Financial Performance - Deckers Outdoor shares surged after surpassing Wall Street estimates [1] Market Dynamics - Strong demand in international markets boosted the footwear company's results [1] - Monitor chart levels for Deckers Outdoor [1]