Deckers Outdoor

Stock

ISIN: US2435371073

Ticker: DECK

US2435371073

DECK

Price

Discussion about DECK

Posts

Aktien Stammtisch

@Aktien_Stammtisch

2D·

Deckers Brands Q3'25 Earnings Highlights:

$DECK (-4.65%)

🔹 Revenue: $1.83B (Est. $1.72B) 🟢; UP +17.1% YoY

🔹 EPS: $3.00 (Est. $2.51) 🟢; UP +19% YoY

🔹 Gross Margin: 60.3% (Est. 56.37%) 🟢

🔹 Operating Income: $567.3M (Est. $480.23M) 🟢

FY25 Guidance:

🔹 EPS: $5.75 - $5.80 (Prev: $5.50 - $5.65) 🟢

🔹 Revenue Growth: ~15% YoY, raising forecast to $4.9B

🔹 Gross Margin: ~57% (or slightly higher)

🔹 Operating Margin: ~22%

Segment Performance:

🔹 UGG Brand Revenue: $1.24B (Est. $1.14B) 🟢; UP +16.1% YoY

🔹 HOKA Brand Revenue: $530.9M (Est. $520.41M) 🟢; UP +23.7% YoY

🔹 Teva Brand Revenue: $24.1M (Est. $25.05M) 🔴; DOWN -6% YoY

🔹 Other Brands Revenue: $28.0M (Est. $30.03M) 🔴; DOWN -16.6% YoY

Geographic Performance:

🔹 Domestic Revenue: $1.17B; UP +11.5% YoY

🔹 International Revenue: $657.9M; UP +28.5% YoY

Cash Flow & Financial Position:

🔹 Cash & Cash Equivalents: $2.24B (UP from $1.65B YoY)

🔹 Inventories: $576.7M (UP from $539.0M YoY)

🔹 No outstanding borrowings

🔹 Stock Buyback: Repurchased 275K shares for $44.7M at an avg. price of $162.85/share

CEO & Leadership Commentary:

🔸 CEO Stefano Caroti: "Deckers delivered exceptional Q3 results, setting new records for revenue, gross margin, and earnings. UGG’s global momentum and HOKA’s continued growth reflect strong consumer demand. Our increased full-year outlook reflects our strategic execution, consistent mid-teens growth, and commitment to best-in-class margins."

Strategic & Business Highlights:

🔸 Strong growth in UGG and HOKA brands driving record revenue

🔸 Maintaining top-tier operating margin levels despite macroeconomic uncertainties

🔸 Continued focus on innovation in performance footwear & global brand expansion

🔸 Growing direct-to-consumer (DTC) business, which now represents over $1B in sales

2 Comments

Leroy@Lebidagoe

Why down?

•

Aktien Stammtisch

@Aktien_Stammtisch

3Mon·

$DECK (-4.65%) | Deckers Brands Q2'25 Earnings Highlights

🔹 EPS: $1.59

🔹 Revenue: $1.31B (Est. $1.2B) 🟢; UP +20% YoY

🔹 Gross Margin: 55.9% (vs. 53.4% YoY)

🔹 Operating Margin: 23.3% (vs. 20.6% YoY)

Raised FY25 Guidance:

🔹 Revenue: ~$4.8B (Prior: ~$4.7B); UP +12% YoY 🟢

🔹 EPS: $5.15-$5.25

🔹 Gross Margin: 55%-55.5%

🔹 Operating Margin: 20%-20.5% (Previous: 19.5%-20%)

Segment Revenue:

🔹 HOKA Brand: $570.9M (Est. $517.7M) 🟢; UP +34.7% YoY

🔹 UGG Brand: $689.9M (Est. $634.4M) 🟢; UP +13% YoY

🔹 Teva Brand: $22.0M (Est. $21.1M) 🟢; UP +2.3% YoY

🔹 Sanuk Brand: $2.8M; DOWN -47.6% YoY

🔹 Other Brands: $25.8M; DOWN -15.8% YoY

Channel Performance:

🔹 Direct-to-Consumer (DTC) Revenue: $397.7M; UP +19.9% YoY

🔹 Wholesale Revenue: $913.7M; UP +20.2% YoY

🔹 Domestic Revenue: $853.9M; UP +14.2% YoY

🔹 International Revenue: $457.4M; UP +33% YoY

Other Financial Metrics:

🔹 Cash & Cash Equivalents: $1.23B

🔹 Inventory: $777.9M

🔹 Share Repurchases: $104.3M (686K shares repurchased)

🔸 No outstanding borrowings

Dirty30

@Dirty30

4Mon·

So Guys. After the $DECK (-4.65%) split, the share could finally come down a bit. At 70-80$ I see us all for an entry.

Who's in? 🐊

4 Comments

Enrique@Dividenden_Monteur

4Mon

I'm currently looking at the split from $LRCX
Since they are not capable of a savings plan at SC 😅

••

View all 3 further answers

Aktien Stammtisch

@Aktien_Stammtisch

6Mon·

Deckers Earnings $DECK (-4.65%)

Dirty30

@Dirty30

6Mon·

Hi Guys,

once again something to brainstorm about. Some people probably find it difficult to make decisions about various share purchases. Maybe sometimes it's not so important when you buy a stock that you find interesting, but when you don't buy it, when not to buy it. Quasi rational hedging of Fomo purchases. Assuming that there is always a growth and investment thesis and factoring out a few bankruptcies, I make the following 2 assertions. There will definitely be pros and cons here:

Assertion 1:

The 200 DMA is the approximate fair value of a stock. It acts like a magnet, stocks that run far above or below it tend to return to the line sooner or later. (shown in the screenshot in gold)

A share that is well above the 200 level becomes unattractive to buy (although you could continue to hold it). (You could still hold it, however, but a "hold" is not included here). The assertion would thus encourage hasty purchases of e.g. $CMG (-0.76%)
$DECK (-4.65%)
$UBER (+1.43%)
$PSTG (-0.05%)
$CRWD (+1.2%)
$AMD (-1.66%)
$AXON (-0.6%) that are on my watchlist. What would I do in the case of Chipotle? I would wait until the stock returns to the 200 DMA.

Assertion 2:

Good times to buy are ALWAYS when the Weekly RSI is below 55 (preferably even below 50) and at the same time still below the average line (marked red in the screenshot)

You almost never hit the low when buying anyway. Nevertheless, you would buy your desired stocks close to the lows with a clear conscience and follow a clear line.

Now one or two people might say "but that's obvious". Then I say, it's not that clear. You only have to look at the Getquin timeline. Stocks with an RSI above 60 or 70 and well above the 200s are regularly requested here and considered good buys.

What do you think?

Does anyone act similarly?

Are the claims bullshit?

14 Comments

Stefan21@stefan_21

6Mon

Sounds interesting, but I would never rely purely on technical analysis - even if it can be helpful in finding a suitable entry point.
However, you should never rely purely on it and always pay attention to macroeconomic factors as well. Otherwise I think you can quickly burn your fingers.

•

Show answer

Raising I.

@RaisingInvestorIQ

8Mon·

We've held a position in $DECK (-4.65%) since 2013...one of our strongest performers up +nearly 1,000%. A "tenbagger" as Peter Lynch calls stocks that return 10X your investment in 10 Years..

Dirty30

@Dirty30

9Mon·

Hi Gais. I'm late again 🤣

Regardless of $ONON where I would like to be invested myself (also not possible with scalable), I have recently noticed another brand. I'm seeing more and more shoes from the "Hoka" brand. After a quick google, this brand belongs to $DECK (-4.65%) and what can I tell you, look at the chart 🤣 I love it when I have an idea and then it turns out that the party is over. Is anyone still $DECK (-4.65%) invested?

8 Comments

Ella Marie Waschbär@DividendenWaschbaer

9Mon

Om nom nom

••

Show answer

Hennington Research

@HennRes

11Mon·

Super Micro Computer ($SMCI ) and Deckers Outdoor ($DECK (-4.65%) ) are included in the S&P 500 ($SPY (-0.12%) ), while Whirlpool ($WHR (-2.35%) ) and Zion Bancorporation ($ZION (-0.43%) ) will be withdrawn. These changes will take effect before the opening on March 18 effective.

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