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16:30
Jul 23 ◎

DECK FY2027 Q1 Watch

Deckers Outdoor Corporation (DECK) FY2027 Q1 Earnings Call

16:30
May 21 ◎

DECK FY2026 Q4 Watch

Deckers Outdoor Corporation (DECK) FY2026 Q4 Earnings Call

DECK NKE SKX CROX ▾

Stefano Carotti

Management expressed confidence in continued profitable growth and provided a multi-year framework targeting high single-digit revenue growth and low double-digit EPS growth, despite acknowledged headwinds from tariffs and freight costs.

"Our outlook remains strong. We steady and profitable revenue growth anticipated as we continue to invest in and strengthen our brands."

DECK WATCH

Steve Fasching

DECK paid ~$120 million in tariffs under IEPA and is pursuing government refunds, but FY27 guidance assumes no refund and the current 10% tariff rate remaining in effect. — Indicates material tariff exposure for footwear companies that may also be seeking refunds; potential cash inflow if refunds are granted could benefit the sector.

"the gross amount that we paid was around $120 million... we will look once we've received the money back."

NKE WATCH SKX WATCH CROX WATCH

HIGH

16:30
Jan 29 ◎

DECK FY2026 Q3 Watch

Deckers Outdoor Corporation (DECK) FY2026 Q3 Earnings Call

DECK FL DKS NKE ADDYY ▾

Steve

Management raised full-year guidance across revenue, gross margin, and EPS, citing strong global demand, pricing power, and a clean marketplace. The tone is highly confident about continued momentum into FY27.

"Based on the strength of our brand's performance in the third quarter, we are increasing our full-year revenue expectations to a range of $5.4 billion to $5.425 billion."

DECK WATCH

Stefano

Foot Locker is a key wholesale partner seeing strong sell-through of Hoka, indicating healthy demand in that channel.

"Foot Locker is performing well with the brand."

FL WATCH

Stefano

Dick's Sporting Goods (DSG) continues to be a strong retail partner for Hoka, contributing to balanced wholesale growth.

"DSG is performing well with the brand."

DKS WATCH

Stefano

Hoka has limited penetration in athletic specialty stores in the U.S. (only ~25% of target doors) and even less in Europe (less than 20%), indicating a long runway for distribution expansion. — Hoka's market share gains are still early; as it enters more athletic specialty doors, it could displace incumbent brands like Nike and Adidas in a key channel.

"The biggest opportunity for HOKA's expansion in the U.S. lies within the athletic specialty segment, where we're currently represented in only about a quarter of the stores we believe will be relevant for the brand moving forward."

NKE WATCH ADDYY WATCH

HIGH

16:30
Oct 23 ◎

DECK FY2026 Q2 Watch

Deckers Outdoor Corporation (DECK) FY2026 Q2 Earnings Call

DECK ▾

Steve Fasching

Management reinstated guidance but at levels below prior informal framework (mid-teens HOKA, mid-single UGG) citing cautious U.S. consumer due to tariffs; tone is confident in brand strength but cautious near-term.

"We are now providing an outlook for our full-year fiscal 2026 and expect total company revenue of approximately $5.35 billion..."

DECK WATCH

HIGH

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