$DECK (+0.37%) | Deckers Brands Q2'25 Earnings Highlights
๐น EPS: $1.59
๐น Revenue: $1.31B (Est. $1.2B) ๐ข; UP +20% YoY
๐น Gross Margin: 55.9% (vs. 53.4% YoY)ย
๐น Operating Margin: 23.3% (vs. 20.6% YoY)
Raised FY25 Guidance:
๐น Revenue: ~$4.8B (Prior: ~$4.7B); UP +12% YoY ๐ข
๐น EPS: $5.15-$5.25ย
๐น Gross Margin: 55%-55.5%
๐น Operating Margin: 20%-20.5% (Previous: 19.5%-20%)ย
Segment Revenue:
๐น HOKA Brand: $570.9M (Est. $517.7M) ๐ข; UP +34.7% YoY
๐น UGG Brand: $689.9M (Est. $634.4M) ๐ข; UP +13% YoY
๐น Teva Brand: $22.0M (Est. $21.1M) ๐ข; UP +2.3% YoY
๐น Sanuk Brand: $2.8M; DOWN -47.6% YoYย
๐น Other Brands: $25.8M; DOWN -15.8% YoYย
Channel Performance:
๐น Direct-to-Consumer (DTC) Revenue: $397.7M; UP +19.9% YoY
๐น Wholesale Revenue: $913.7M; UP +20.2% YoY
๐น Domestic Revenue: $853.9M; UP +14.2% YoY
๐น International Revenue: $457.4M; UP +33% YoY
Other Financial Metrics:
๐น Cash & Cash Equivalents: $1.23B
๐น Inventory: $777.9M
๐น Share Repurchases: $104.3M (686K shares repurchased)
๐ธ No outstanding borrowings