Deckers Outdoor Corporation (NYSE:DECK) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the challenges faced by the company, as he remarked: “Fourth worst, really amazing, Deckers Brands, the footwear and parent company behind UGGs, Teva, and HOKA, that hot shoe, it fell 49% in 2025. Deckers got poleaxed earlier in the year on tariff worries and the stock never really recovered, basically trading sideways since early April. A lot of people tried to bottom fish in th ...

Shares of Deckers Outdoor Corp (NYSE:DECK) are 2.7% lower today, to trade at $104.54, after Piper Sandler downgraded the company from "neutral" to "underweight". DECK's price target was also lowered from $100 to $85. Baird also chimed in with a downgrade of its own, to "neutral" from "outperform," citing concerns about the HOKA parent's growth story.The retail stock has rallied 30% off its three-year-low of $78.91 from Nov. 5, but is still down roughly 50% year over year. The shares have found support at th ...

Popular footwear manufacturer Deckers Outdoor (DECK) has seen shares decline by almost 50% over the past 52 weeks. Just for comparison, the broader S&P 500 Index ($SPX) has gained 17% over the same period. DECK stock's trajectory has been subdued as the company's famous UGG and HOKA brands face headwinds. There are concerns that UGG’s popularity is peaking after years of strong performance, while HOKA’s dominance in running shoes is approaching saturation. The company is also facing headwinds from tariff ...

With a market cap of $15.1 billion, Deckers Outdoor Corporation (DECK) is a global footwear and apparel company that designs, markets, and distributes products for casual lifestyle use and high-performance activities under well-known brands such as UGG, HOKA, Teva, Koolaburra, and AHNU. The company sells its products through retailers, international distributors, and its direct-to-consumer channels, including e-commerce and retail stores. The Goleta, California-based company is expected to announce its f ...

Core Insights - Deckers Outdoors Corporation (DECK) has shown strong brand performance, particularly with its HOKA brand, which has driven recent quarterly results [1] Sales Performance - In Q2 of fiscal 2026, HOKA's net sales increased by 11.1% year over year, reaching $634.1 million compared to $570.9 million in the same period last year [1][9] - Overall net sales growth for Deckers was 9.1% [1] - HOKA's wholesale channel saw a 13% year-over-year increase, while Direct-to-consumer (DTC) sales grew by 8% [2][9] Growth Drivers - HOKA's revenue rose by 15% in the first half of the fiscal year, driven by its main road running franchises: Clifton, Bondi, and Arahi [3] - The brand's growth was further supported by expanded trail offerings through the Mafate franchise [3] - Strong sell-through rates and positive consumer response to product enhancements indicate ongoing demand for HOKA's innovative product lineup [3][5] International Performance - HOKA performed well across all international regions, with significant revenue growth in EMEA and China [4] - In EMEA, the brand achieved strong results supported by market share gains and robust reorder activity from specialty partners [4] Future Outlook - Despite anticipating a cautious consumer environment in the second half due to pricing and tariff impacts, HOKA's innovative product pipeline and international strength are expected to sustain its growth [5] - Deckers expects HOKA to be a key growth driver in fiscal 2026, with revenue projected to rise at a low-teens rate [5] Competitive Landscape - American Eagle Outfitters reported a 6% increase in net revenue to $1.36 billion in Q3 of fiscal 2025, with a gross profit rise of 5% [6] - Boot Barn Holdings posted an 18.7% year-over-year net sales growth to $505.4 million in Q2 of fiscal 2026, with gross profit increasing to 36.4% of net sales [7] Valuation Metrics - Deckers trades at a forward price-to-earnings ratio of 15.07, which is lower than the industry average of 18.06 [10] - The Zacks Consensus Estimate for Deckers' earnings implies year-over-year growth of 1.1% for the current fiscal year and 6.3% for the next [12]

Group 1 - Deckers Outdoor Corporation (NYSE:DECK) is facing skepticism regarding its recent stock rebound, with a suggestion that its momentum is not strong [1] - The company is compared unfavorably to Nike, which is recommended as a better investment opportunity for the next five years [1] - Deckers sells footwear, apparel, and accessories under various brands including UGG, HOKA, Teva, Koolaburra, and AHNU [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Deckers [3]

Core Insights - Deckers Outdoor Corporation, based in Goleta, California, is a prominent designer and producer of niche footwear and accessories, with a market cap of $14.5 billion and brands including UGG, HOKA, Teva, Sanuk, and Koolaburra [1][2] Financial Performance - Despite a solid Q2 performance with a 9.1% year-over-year revenue increase to $1.4 billion, DECK stock fell 15.2% post-earnings release, indicating market disappointment [5] - The earnings per share (EPS) grew 14.5% year-over-year to $1.82, exceeding consensus estimates [5] - Revenue growth was primarily driven by a 13.4% increase in wholesale revenues, while direct-to-consumer (DTC) revenues declined by 80 basis points compared to the previous year [6] Stock Performance - DECK stock has experienced a significant decline of 55.5% from its all-time high of $223.98 on January 30, and a 50.9% drop year-to-date [3][4] - Over the past 52 weeks, DECK stock has decreased by 50.4%, contrasting with the S&P 500 Index's 16.8% increase [4] - The stock has consistently traded below its 50-day and 200-day moving averages, indicating a bearish trend [4] Market Position - Deckers has underperformed compared to its peer, Skechers U.S.A., which saw a 6.1% decline in 2025 and a 3.8% drop over the past 52 weeks [7] - Among 25 analysts covering DECK stock, the consensus rating is a "Moderate Buy," with a mean price target of $110.62, suggesting an 11% upside potential from current levels [7]

Core Viewpoint - Deckers Outdoor (DECK) has experienced a significant decline in stock value, dropping over 50% in the past year, indicating potential challenges in the footwear market [1] Company Overview - Deckers Outdoor is a footwear design and distribution company known for its prominent brands, including HOKA, UGG, and Teva [1] Stock Performance - The stock of Deckers Outdoor has decreased by more than 50% over the past year, suggesting a need for analysis regarding the factors contributing to this decline [1]

Core Viewpoint - Deckers Outdoor Corporation (DECK) has experienced significant stock declines despite reporting better-than-expected earnings, raising concerns among investors regarding future revenue guidance [2][3]. Company Overview - Deckers Outdoor Corporation is valued at a market cap of $12.1 billion and is known for its premium lifestyle and performance brands, including UGG, HOKA, Teva, Sanuk, and Koolaburra [1]. Stock Performance - Over the past 52 weeks, DECK shares have declined by 56.7%, while the S&P 500 Index has gained 11%. Year-to-date, DECK is down 59.1%, compared to a 14% increase in the S&P 500 [2]. - DECK has also underperformed against the Consumer Discretionary Select Sector SPDR Fund (XLY), which has returned 4.8% over the past 52 weeks and 1.9% year-to-date [2]. Earnings Results - In Q2, DECK reported a revenue increase of 9.1% year-over-year to $1.4 billion and an EPS of $1.82, which grew 14.5% from the previous year, exceeding consensus estimates. However, shares fell 15.2% following the earnings report due to fiscal 2026 revenue guidance of $5.35 billion being below analyst expectations [3]. Future Earnings Expectations - For the current fiscal year ending in March 2026, analysts expect DECK's EPS to grow 1.3% year-over-year to $6.41. The company has a strong earnings surprise history, exceeding consensus estimates in the last four quarters [4]. Analyst Ratings - Among 25 analysts covering DECK, the consensus rating is a "Moderate Buy," with 10 "Strong Buy," 1 "Moderate Buy," 12 "Hold," and 2 "Strong Sell" ratings [4]. - Recently, Stifel Financial Corp. upgraded DECK to "Buy" with a price target of $117, indicating a potential upside of 40.7%. The mean price target of $110.62 suggests a 33.1% premium from current levels, while the highest price target of $157 indicates an 88.9% potential upside [5].

Core Viewpoint - On Holding is adopting a full-price strategy for the holiday season, opting out of Black Friday discounts to reinforce its premium brand positioning [1][2]. Company Performance - On Holding reported Q3 net sales of 794.4 million Swiss francs ($994.3 million) and a net income of 118.9 million francs, significantly up from 30.5 million francs in the same quarter last year [4]. - The company raised its full-year sales guidance from 2.91 billion francs to 2.98 billion francs, indicating strong performance and optimism [4]. Competitive Landscape - Competitors like Adidas and Nike are engaging in early Black Friday promotions, contrasting with On's strategy [2]. - Nike anticipates a decrease in fiscal Q2 revenue and a drop in gross margins, with Q1 net income down 31% year over year [5]. - HOKA, owned by Deckers, is also promoting discounted holiday gifts, reflecting a different approach compared to On [3]. Market Trends - Deckers' brands, HOKA and UGG, saw sales increases of 11.1% and 10.1% year over year, while other brands under Deckers experienced a 26.5% decrease [7]. - Tariffs are influencing sales guidance adjustments for Nike and Deckers, as rising prices are affecting consumer purchasing behavior [8].