I'm Susan Jabinsky, co-host of the Morning Filter podcast. The holidays are upon us. Why not spread some holiday cheer by gifting a stock to a close family member or friend.Or how about giving them some money they can invest themselves along with a good stock tip or two from Morning Star. Today, we're talking about three stocks we think would make good holiday gifts as long-term investments. All of these stocks are from companies with wide economic moes.We expect companies with wide moes to remain competiti ...

Key Points On's premium footwear is resonating with athletes and consumers alike. The company's earnings are skyrocketing. 10 stocks we like better than On Holding › Shares of On Holding (NYSE: ONON) leaped 18% on Wednesday after the Switzerland-based premium footwear maker boosted its full-year sales and profit forecast. Image source: Getty Images. Business is booming On's third-quarter net sales grew by 24.9% to 794.4 million Swiss francs ($996 million), or 34.5% when adjusting for currency fl ...

Financial Performance - Q3 2025 - Adjusted revenue reached $470 million, exceeding guidance of $450 million to $460 million, representing a 6.9% year-over-year increase, or 5.5% on a constant currency basis[52] - Gross margin was 47.5%, a 240 bps increase year-over-year, surpassing the approximate guidance of 47.0%[52] - Adjusted operating margin was 9.1%, a 150 bps increase year-over-year, also exceeding the approximate guidance of 8.3%[52] - Adjusted EPS was $0.36, a 28.6% increase year-over-year, or 25.0% on a constant currency basis, outperforming the guidance of $0.28 to $0.32[52] - Inventory at the end of the quarter was $293 million, a decrease of approximately 0.7% compared to the prior year[58] - Net debt at the end of the quarter was $543 million, a decrease of approximately 3.6% compared to the prior year[59] FY25 Guidance - Revenue is projected to be between $1.855 billion and $1.870 billion, representing a 6.4% increase at the midpoint compared to the 2024 ongoing business, or 5.6% on a constant currency basis[61] - Gross margin is expected to increase by 280 bps compared to last year, reaching approximately 47.1%[61] - Adjusted operating margin is expected to increase by 160 bps compared to last year, reaching approximately 8.9%[61] - Adjusted EPS is projected to be between $1.29 and $1.34, representing a 50.0% year-over-year increase at the midpoint compared to $0.88 in 2024[61]

Core Insights - Wolverine World Wide, Inc. has been named the 2025 Company of the Year by Footwear News, highlighting its significant achievements in the footwear and apparel industry [1] - The recognition will take place at the Footwear News Achievement Awards on December 3 in New York City, indicating the company's prominent status within the industry [1] - This accolade comes two years after Wolverine Worldwide implemented a comprehensive strategy aimed at transforming the company, showcasing the effectiveness of its strategic initiatives [1]

Core Insights - Deckers Outdoor Corporation (NYSE:DECK) is facing challenges in a competitive market, with Telsey Advisory maintaining a "Market Perform" rating and a revised price target of $105, down from $120 [2][6] - The company's stock price has declined by 12.7% following the release of its fiscal Q2 report, despite exceeding earnings per share and revenue expectations [2][3] - Concerns over slowing growth in the Hoka brand and a softer U.S. market have led to downgrades from multiple Wall Street firms [3][6] Financial Performance - Deckers reported fiscal Q2 earnings of $1.82 per share, surpassing estimates, but the full-year revenue guidance fell short of Wall Street expectations [3][5] - The company now projects full-year sales of approximately $5.35 billion, which is below the consensus forecast by analysts [5] Brand Performance - Hoka's growth is projected to be in the low-teens percentage range for fiscal 2026, a significant decrease from the 24% growth seen in the previous year [4] - Ugg is expected to grow in the low to mid single-digit percentage range, down from a 13% growth rate in the prior year [4] Market Conditions - The U.S. market is described as softer, with CEO Stefano Caroti noting a more cautious consumer base due to tariffs and rising prices [5][6] - The company is considering mitigation strategies, such as promotions, to attract shoppers amid these challenges [5][6]

Core Viewpoint - Deckers Outdoor Corporation (DECK) is facing a challenging market environment despite strong brand performance, with a new price target suggesting potential upside but recent guidance leading to a significant drop in share price [1][2][5] Financial Performance - DECK reported second-quarter revenue of $1.43 billion, reflecting a 9.1% year-over-year increase, and earnings per share of $1.82, surpassing the consensus estimate of $1.58 [2][5] - The company's full-year revenue midpoint is projected at $5.35 billion, approximately 2% below analyst expectations [3] Market Reaction - Following cautious future guidance, DECK's stock price fell over 14% in early trading, currently priced at $89.40, down 12.81% from previous levels [3][4] - The stock has fluctuated between a low of $86.83 and a high of $90.95, with a market capitalization of approximately $13.26 billion [4] Brand Performance - HOKA sales increased by 11.1% and UGG sales rose by 10.1%, indicating strong brand-level performance despite overall guidance concerns [3] - International sales showed a robust 29.3% increase, which helped offset a slight 1.7% decline in domestic sales [4] Analyst Insights - Dana Telsey from Telsey Advisory set a new price target for DECK at $105, suggesting a potential increase of approximately 16.92% from its current price [1][5] - Jim Cramer described DECK's stock as "overly hated," highlighting the market's negative sentiment despite the company's strong earnings performance [2]

Core Insights - Deckers Outdoor Corporation (DECK) reported strong second-quarter fiscal 2026 results, driven by the performance of its HOKA and UGG brands, exceeding expectations and showing year-over-year growth [1][9]. Financial Performance - DECK's quarterly earnings were $1.82 per share, surpassing the Zacks Consensus Estimate of $1.58 and increasing from $1.59 in the prior year [2][9]. - Net sales rose 9.1% year over year to $1.43 billion, exceeding the consensus estimate of $1.41 billion, with constant-currency sales growth of 8.3% [2][9]. - Gross profit increased 9.6% year over year to $803.8 million, with a gross margin of 56.2%, up from 55.9% in the previous year [3][4]. - SG&A expenses rose 11.5% year over year to $477.3 million, representing 33.4% of revenues, reflecting ongoing brand investments [4][16]. - Operating income was $326.5 million, a 7% increase from $305.1 million in the prior year, with an operating margin of 22.8% [4][17]. Brand Performance - HOKA brand sales increased 11.1% year over year to $634.1 million, driven by a 13% rise in wholesale and 8% growth in direct-to-consumer (DTC) sales [5][9]. - UGG brand net sales grew 10.1% to $759.6 million, supported by a 17% increase in wholesale, although DTC sales declined by 10% [6][9]. - Other Brands experienced a decline of 26.5% year over year to $37.2 million, attributed to the phase-out of Koolaburra's standalone operations [7]. Sales Channels and Geography - Wholesale net sales increased 13.4% year over year to $1.04 billion, while DTC net sales declined 0.8% to $394.6 million [8][10]. - Domestic net sales decreased 1.7% to $839.5 million, while international net sales rose 29.3% to $591.3 million [10]. Future Outlook - For fiscal 2026, DECK projects net sales of $5.35 billion, with HOKA expected to grow in the low-teens percentage and UGG in the low to mid-single-digit range [15][17]. - The gross margin is anticipated to be 56%, with SG&A expenses expected to represent 34.5% of revenues [16]. - The operating margin for fiscal 2026 is projected at 21.5%, with earnings per share estimated between $6.30 and $6.39 [17].

Corporate Earnings - Intel (INTC) shares surged 7.5% in pre-market trading after reporting stronger-than-expected earnings per share and revenue, along with solid forward guidance, boosting tech sentiment [2][3][8] - Deckers Brands (DECK) plummeted 12.5% in pre-market trading due to a light full-year revenue outlook and signs of waning demand in its core U.S. market, disappointing investors [3][8] - Ford Motor Company (F) saw its shares rise 4.5% after exceeding both EPS and revenue estimates, although it lowered its full-year adjusted EBIT and free cash flow outlook due to a recent supplier fire [3][8] Analyst Sentiment - Investment firm Stifel raised its target price for Uber Technologies (UBER) from $116 to $124, indicating growing analyst confidence in the company's future performance and growth trajectory [4][8] Geopolitical Developments - Dmitri Dmitriev, a special envoy for Russian President Putin, visited the U.S. for official talks shortly after new sanctions were imposed by the Trump administration, highlighting ongoing diplomatic engagement amidst geopolitical tensions [5][8] Economic Outlook - Upcoming U.S. Consumer Price Index (CPI) data is expected to show a hotter headline inflation rate, driven by a larger passthrough of tariffs and rising import costs, despite potential easing from slower inflation in shelter and travel categories [6][8] Domestic Policy - Discussions are reportedly underway for a potential yearlong extension of Affordable Care Act (ACA) credits, with Republican Representative Jeff Van Drew having spoken with President Trump about the matter [9][8]

Core Insights - Deckers Outdoor Corporation is set to announce its fiscal second-quarter results on October 23, 2025, with expectations of adjusted earnings of $1.58 per share and revenue of $1.42 billion, reflecting a 1% decrease in earnings and an 8% increase in sales year-over-year [3] - The company's stock has declined nearly 50% year-to-date, contrasting with a 15% rise in the S&P 500, raising questions about its investment potential despite its historical growth and strong margins [4] - Market sentiment is a primary concern, as disappointing earnings or slowing growth in its HOKA brand could exert further pressure on the stock [5] Valuation - Deckers' current valuation appears reasonable, with a price-to-earnings ratio of 15.7, lower than the S&P 500 average of 24.2, and a price-to-sales ratio of 3.0, slightly below the market's 3.2, indicating that investors are acquiring a company with superior margins without incurring a premium [6] Growth - Over the past three years, Deckers has achieved revenue growth of approximately 16.5% per year, nearly three times the overall market growth rate, with a 16% increase in sales over the last twelve months and a 6.5% rise in the first quarter year-over-year [7] Profitability - Deckers boasts an operating margin of 23.6%, significantly above the S&P's 18.6%, and a net margin of 19.4%, demonstrating strong pricing power even in a softer consumer environment [9] Financial Stability - The company has a robust balance sheet with only $277 million in debt against a market cap of $15 billion, resulting in a debt-to-equity ratio of just 1.8%, and holds $1.9 billion in cash, providing significant financial flexibility [10] Historical Resilience - Deckers has a history of recovering quickly from market downturns, rebounding from a 48% drop during the inflation shock of 2022 within 308 days, and recovering from a 55% decline during the Covid market crash in just 76 days [11][12] Conclusion - Despite weak market sentiment, Deckers' strong fundamentals, including robust growth, high margins, and a solid balance sheet, position it well for potential recovery, especially if the upcoming earnings report exceeds expectations [13]

Core Insights - NIKE, Inc. is recognized as a reliable dividend stock, emphasizing its commitment to shareholder returns despite recent challenges [1] - The company has faced hurdles such as over-reliance on digital sales and increased competition, impacting its market position [2][3] - Recent financial results indicate a recovery trend, with significant dividend increases and share repurchases [4][5] Financial Performance - In the first quarter, NIKE distributed $591 million in dividends, a 6% increase from the previous year [4] - The company repurchased $123 million worth of shares, retiring a total of 1.8 million shares [4] - NIKE has maintained a growing dividend for 23 consecutive years, currently offering a quarterly dividend of $0.40 per share, resulting in a dividend yield of 2.37% as of October 13 [5] Market Position and Strategy - NIKE has historically been a leader in footwear and apparel, influencing both sports and popular culture [2] - The company is focusing on innovation to regain its competitive edge, particularly in the running category [3] - Despite recent challenges, NIKE remains committed to rewarding shareholders through consistent dividend growth [5]