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$DECK (+0,33%) | Deckers Brands Q2'25 Earnings Highlights


๐Ÿ”น EPS: $1.59

๐Ÿ”น Revenue: $1.31B (Est. $1.2B) ๐ŸŸข; UP +20% YoY

๐Ÿ”น Gross Margin: 55.9% (vs. 53.4% YoY)ย 

๐Ÿ”น Operating Margin: 23.3% (vs. 20.6% YoY)


Raised FY25 Guidance:

๐Ÿ”น Revenue: ~$4.8B (Prior: ~$4.7B); UP +12% YoY ๐ŸŸข

๐Ÿ”น EPS: $5.15-$5.25ย 

๐Ÿ”น Gross Margin: 55%-55.5%

๐Ÿ”น Operating Margin: 20%-20.5% (Previous: 19.5%-20%)ย 


Segment Revenue:

๐Ÿ”น HOKA Brand: $570.9M (Est. $517.7M) ๐ŸŸข; UP +34.7% YoY

๐Ÿ”น UGG Brand: $689.9M (Est. $634.4M) ๐ŸŸข; UP +13% YoY

๐Ÿ”น Teva Brand: $22.0M (Est. $21.1M) ๐ŸŸข; UP +2.3% YoY

๐Ÿ”น Sanuk Brand: $2.8M; DOWN -47.6% YoYย 

๐Ÿ”น Other Brands: $25.8M; DOWN -15.8% YoYย 


Channel Performance:

๐Ÿ”น Direct-to-Consumer (DTC) Revenue: $397.7M; UP +19.9% YoY

๐Ÿ”น Wholesale Revenue: $913.7M; UP +20.2% YoY

๐Ÿ”น Domestic Revenue: $853.9M; UP +14.2% YoY

๐Ÿ”น International Revenue: $457.4M; UP +33% YoY


Other Financial Metrics:

๐Ÿ”น Cash & Cash Equivalents: $1.23B

๐Ÿ”น Inventory: $777.9M

๐Ÿ”น Share Repurchases: $104.3M (686K shares repurchased)

๐Ÿ”ธ No outstanding borrowings

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