Deckers Outdoor reported a solid Q1 with revenue exceeding $1B for the first time, driven by HOKA DTC growth and strong full-price selling. Management maintained revenue guidance but raised EPS slightly, citing better gross margins and tariff management. No notable cross-company signals were provided. HOKA revenue grew 8% to $704M; DTC up 17% with broad-based demand across Clifton, Bondi, and newer models like Speedgoat 7.
Deckers Outdoor reported a solid Q1 with revenue exceeding $1B for the first time, driven by HOKA DTC growth and strong full-price selling. Management maintained revenue guidance but raised EPS slightly, citing better gross margins and tariff management. No notable cross-company signals were provided. HOKA revenue grew 8% to $704M; DTC up 17% with broad-based demand across Clifton, Bondi, and newer models like Speedgoat 7.
Deckers Outdoor reported a solid Q1 with revenue exceeding $1B for the first time, driven by HOKA DTC growth and strong full-price selling. Management maintained revenue guidance but raised EPS slightly, citing better gross margins and tariff management. No notable…
Management expressed confidence in the strong start to fiscal 2027, driven by broad-based consumer demand and product innovation, while acknowledging a dynamic external environment.
UGG revenue grew 5% to $278M, led by international markets and men's footwear expansion.
Gross margin of 56.4% benefited from favorable mix, full-price selling, and better closeout management, partially offset by tariffs.
HOKA global DTC revenue up 17%. Management expressed confidence in the strong start to fiscal 2027, driven by broad-based consumer demand and product innovation, while acknowledging a dynamic external environment.
Management expressed confidence in the strong start to fiscal 2027, driven by broad-based consumer demand and product innovation, while acknowledging a dynamic external environment.
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| EPS | FY2027 | $7.35–$7.50 | $7.42 | RAISED |
| EPS | FY2027 Q2 | $1.73–$1.78 | $1.75 | INITIATED |
| Revenue | FY2027 | $5.86B–$5.91B | $5.885B | MAINTAINED |
| 제시 시점 | 지표 | 목표 기간 | 가이던스 | 실제 | 결과 |
|---|---|---|---|---|---|
| FY2026 Q4 | EPS | FY2027 Q1 | $0.82–$0.87 | $0.94 | Met / beat |
| FY2026 Q3 | EPS | FY2026 | $6.80–$6.85 | $7.02 | Met / beat |
| FY2026 Q3 | Revenue | FY2026 | $5.4B–$5.425B | $5.47B | Met / beat |
| FY2026 Q2 | EPS | FY2026 | $6.30–$6.39 | $7.02 | Met / beat |
| FY2026 Q2 | Revenue | FY2026 | $5.35B | $5.47B | Met / beat |