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 ...

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 ...

Core Insights - Deckers Outdoors Corporation (DECK) reported a significant growth in its UGG brand, with net sales increasing by 10.1% year over year to $759.6 million in Q2 of fiscal 2026, outpacing the company's overall net sales growth of 9.1% [1][9] Group 1: UGG Brand Performance - UGG's international markets were crucial for growth, collectively increasing by 38% year over year, which helped mitigate slower performance in the U.S. market [2] - The quarterly growth of UGG was primarily driven by a 17% increase in wholesale, supported by strong demand from retail partners and early European shipments, although there was a 10% decline in direct-to-consumer (DTC) sales due to higher wholesale stock levels and a challenging U.S. consumer environment [3] - UGG's global revenue rose by 12% in the first half of the fiscal year, fueled by key brand initiatives, strong international growth, and successful new product launches, including the Mel franchise, which saw significant sales increases [4] Group 2: Future Outlook - The company anticipates a cautious consumer environment in the second half of the fiscal year due to pricing and tariff impacts, projecting low-to mid-single-digit percentage growth for UGG in fiscal 2026, indicating steady brand momentum [5] - Despite competitive pressures from companies like American Eagle and Boot Barn, UGG's international momentum and strong wholesale demand position it as a key growth driver for Deckers [6][7] Group 3: Competitive Landscape - American Eagle Outfitters reported a 6% increase in total net revenue to $1.36 billion in Q3 of fiscal 2025, with a gross profit rise of 5% year over year, although gross margin faced slight pressure [6] - Boot Barn Holdings achieved an 18.7% net sales growth year over year to $505.4 million in Q2 of fiscal 2026, with gross profit increasing to 36.4% of net sales, driven by higher sales volumes and improved merchandise margins [7] Group 4: Valuation and Earnings Estimates - Deckers shares have increased by 1.9% over the past six months, compared to a 17.6% rise in the industry, with a current Zacks Rank of 2 (Buy) [8] - The forward price-to-earnings ratio for DECK is 15.67, which is lower than the industry average of 18.07 [10] - The Zacks Consensus Estimate indicates a year-over-year earnings growth of 1.1% for the current fiscal year and 6.3% for the next fiscal year [11]

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 Viewpoint - The stock market is expected to achieve another double-digit percentage gain in 2025, with the S&P 500 index showing a year-to-date gain of 16.81% as of December 5, despite significant declines in several individual stocks [1]. Group 1: Worst-Performing Stocks - Fiserv (FISV) has seen a decline of approximately 70%, attributed to a drastic cut in its full-year revenue forecast and slowing growth in its merchant-services segment [3]. - The Trade Desk (TTD) is down approximately 67%, facing decreased revenues due to competition from major players like Amazon, leading investors to view the stock as overvalued [4]. - Deckers Outdoor (DECK) has dropped around 57%, with slowing growth expectations and pressure on discretionary consumer spending impacting its well-known brands, UGG and Hoka [5]. - Gartner (IT) is down approximately 52%, with its valuation at $17 billion, facing cyclical pressure as companies reduce spending on advisory services during economic uncertainty [6].

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 has faced significant challenges in 2025, resulting in a 53% decline in stock value year-to-date, raising questions about its ability to recover in 2026 [2][4]. Group 1: Macroeconomic Environment - The primary challenge for Deckers in 2025 has been weakening consumer spending in the U.S., impacting not only Deckers but also other consumer discretionary companies like Lululemon and Nike [5]. - Revenue growth slowed to 9% year-over-year in the fiscal second quarter, with domestic sales increasing only 1.7%, while international sales grew by 29.3%, now accounting for over 40% of total revenue [6]. Group 2: Performance in New Markets - Growth in international markets, particularly in China and the EMEA region, is crucial for Deckers' long-term growth strategy, with the company opening its first store in Germany [9]. - Hoka has shown strong performance in major European markets, gaining market share and experiencing growth in the direct-to-consumer channel [10]. Group 3: Margin Strength - Deckers has historically maintained high gross margins, which improved from 55.9% to 56.2% despite disappointing second-quarter results, indicating effective management of product pricing [11]. Group 4: Valuation - Following a decline of over 50% in 2025, Deckers' stock trades at a price-to-earnings ratio of 14, suggesting that significant weakness is already reflected in the stock price [13]. - If the valuation decreases further, it may present a buying opportunity for long-term investors, assuming the company can stabilize its business [14].

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].