Key Takeaways Carnival raised 2025 guidance on resilient demand, higher spending, and fleet investments. Norwegian Cruise Line hit record $4B advance sales, with fleet upgrades boosting growth. Deckers Outdoor posted record results, led by HOKA and UGG momentum and global demand.The outdoor industry spans recreation, wellness, and lifestyle experiences centered around nature and activity away from home. This theme includes brands involved in outdoor gear, apparel, recreational vehicles, and equipment and se ...

Deckers Outdoor (NYSE: DECK) stock has entered its 7th day of consecutive losses, with total losses during this period equating to a -11% return. The stock has been witnessing pressure amid concerns that the rapid growth of Deckers’ key brands, especially Hoka, could be slowing down after a period of robust performance. Besides this, softness in U.S. consumer spending could also be impacting demand. LOS ANGELES, CA - APRIL 19: Designer Emily Hoy attends the Teva launch celebration of the 2016 Artist Series ...

Deckers (DECK) closed at $105.83 in the latest trading session, marking a -4.85% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.5%. Elsewhere, the Dow lost 0.38%, while the tech-heavy Nasdaq lost 0.5%. The maker of Ugg footwear's shares have seen a decrease of 4.71% over the last month, not keeping up with the Retail-Wholesale sector's gain of 0.66% and the S&P 500's gain of 2.74%.The upcoming earnings release of Deckers will be of great interest to investors. In tha ...

We recently published Trending Analyst Calls: Top 10 Stocks. Deckers Outdoor Corporation (NYSE:DECK) is one of the stocks analysts were recently talking about. Stephanie Link, CIO at Hightower, recently explained in a program on CNBC why she is buying Deckers Outdoor shares. The analyst mentioned Deckers’ Hoka brand growth and market opportunities for expansion. “I’m a big believer in Hoka myself personally, but the numbers speak for themselves. It’s growing Hoka about 20% and they’re guiding double-digi ...

Key Takeaways DECK Q1 FY26 revenues rose 17% to $964.5M, with EPS up 24% to $0.93.HOKA drove growth with $653.1M sales, up 19.8% on global demand and new launches.UGG grew 18.9% to $265.1M, its biggest June quarter, fueled by 365 initiative success.Deckers Outdoor Corporation (DECK) drove its strong first-quarter fiscal 2026 results through the continued momentum of the flagship brands, HOKA and UGG, which maintained consumer demand by leveraging innovation, disciplined market execution and strategic season ...

The chart below is intriguing, right? While the giant NIKE ( NKE ) is clearly struggling to maintain reasonable growth, smaller brands such as Deckers Outdoor's (NYSE: DECK ) Hoka and On Holding's (Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I ...

Key Takeaways Be greedy when others are fearful and buy Deckers Brands stock down 50% from its highs.DECK's growth outlook is strong, and its EPS revisions are trending higher.It's trading above a key technical level and offers 100% upside if it returns to its highs.The Nasdaq looks a bit overheated from a technical standpoint after soaring almost 50% off its April lows, including a ~6% jump since the start of September. The tech-heavy index is trading well above its 50-week moving average and at some of it ...

核心观点 - Bernstein予Deckers Outdoor跑输大盘评级 目标价100美元 [1] - Hoka和Uggs品牌增长动力减弱 预计未来增速显著放缓 [1][2] - 公司面临利润率压力 预计2026-2030财年毛利率下降190个基点 [1] 品牌表现与市场趋势 - Hoka在美国跑步鞋市场达到饱和 正走出多年流行周期 [1] - Hoka超强缓震技术被竞争对手模仿 零售商对趋势表现厌倦 [2] - Uggs所在全球休闲鞋市场逐渐萎缩 消费者转向运动鞋 [2] - 耐克在跑步鞋领域强势回归 产品线更丰富 [2] - 昂跑继续扩大市场份额 [2] 财务表现与预测 - 公司两个品牌目前毛利率接近60% [1] - 预计Hoka未来几年增长率放缓至高个位数百分比 [1] - 预计Uggs增长率约4% 过去几年为两位数增长 [2] - 增长放缓主要受国际市场驱动 [1] - 股价今年以来累计下跌43% 周四收盘跌2.74%至115.43美元 [3] 经营压力与挑战 - 利润率受增长放缓和产品结构变化压力 [1] - 收入结构向批发和价格较低的新品类转变 [1] - 管理层在营销方面投入巨资 [1] - 休闲鞋市场预计保持平稳直至2029年 [2]

Deckers Outdoor Corp (NYSE:DECK) is a tale of two products – Uggs and Hoka – sales of which seem to be running out of steam and will ultimately put pressure on the company’s margins. A phenomenon that warrants an Underperform rating at Bernstein and $100 ...

核心观点 - 公司基本面强劲但股价与估值存在错位 当前股价提供有吸引力的入场机会 [1][4][5] 品牌表现 - 旗舰品牌Hoka凭借舒适性和性能成功打入主流市场 在2025年前三季度实现29.3%的销售额增长 占总收入比例接近42% [2] - 核心品牌UGG仍为公司最大品牌 收入占比略超54% 同期增长14.9% 显示产品组合广度 [3] 销售渠道与利润率 - 战略转向直接面向消费者(DTC)销售 DTC销售额占比超过55% 批发渠道仅占43% [3] - DTC模式加速数字客户获取并显著扩大利润率 毛利率从2023年的50.3%升至2025年第三季度的60.3% 提升1000个基点 [3] - 净利润率达到25% 反映卓越盈利能力 [4] 财务状况与运营效率 - 公司无长期债务 投资资本回报率达32.7% 为行业领先水平 [4] - 现金转换周期显著快于竞争对手 [4] - 毛利率已从十年前落后于耐克稳步攀升至60.3% [4] 估值表现 - 截至9月3日公司股价为123.67美元 年内下跌近45% [1][4] - 基于现金流折现分析 每股内在价值为124美元 显示市场低估公司增长轨迹 [5] - 追踪市盈率和远期市盈率分别为18.88和19.88 [1]