Deckers Outdoor

Azione

ISIN: US2435371073

Ticker: DECK

US2435371073

DECK

Price

Discussione su DECK

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Novius

@Novius

1G·

S&P 500 - catch-up potential?

In the S&P 500, 224 out of 500 shares are in the red this year. "Welt" has analyzed which stocks have the potential to catch up.

The criteria:

The stocks must have lost at least 20 percent in price since the beginning of the year, have at least double-digit price potential according to analysts' estimates and also be recommended as a buy by at least 50 percent of augurs.

The candidates (selection):

$UNH (-10,33%) - United Health

$DECK (-0,59%) - Deckers Outdoor

$UPS (+0,61%) - UPS

$HAL (-0,79%) - Halliburton

$MRK (-5,35%) - Merck

$NCLH (-1,78%) - Norwegian Cruise Line

$IQV (-1,08%) - IQVIA Holdings

Source: Welt, 14.05.25 (excerpt) | Image: ChatGPT

5 Commenti

Sina@lawinvest

Well, Welt has picked out exactly the stocks that you might not buy 😂 at least not for a quick catch-up

•

Visualizza tutti 4 ulteriori risposte

Andre H

@Andre126

2Settimana·

Erstkauf 🤑

$DECK (-0,59%)

29.04

Deckers Outdoor

Acquistato x20 a 98,48 €

1969,60 €

3 Commenti

ETF-DIY@ETF-DIY

2Settimana

How did it come?
You rarely see the share here.
Interesting

••

Visualizza tutti 2 ulteriori risposte

The W.

@thewolfofallstreetz

3Mes·

Nike is still "King of the Hill" (by far)

Sales of selected competitors of Nike $NKE (+0,77%) :

Nike(USA): $49.0 billion, -8% in the last quarter compared to the previous year, $NKE (+0,77%)

Adidas*(Germany): $24.6 billion, +7%, $ADS (-1,86%)

Lululemon**(USA): $10.2 billion, +9%, $LULU (+0,4%)

VF Corporation**(USA): $9.9 billion, +2%, $VFC (+0,76%)

Anta Sports*(China): $9.7 billion, +14%, $2020 (-1,77%)

Puma*(Germany): $9.3 billion, +0%, $PUM (+0,04%)

Skechers**(USA): $8.7 billion, +13%, $SKX (-0,36%)

New Balance*(USA): $7.8 bn, unlisted

Under Armour*(USA): $5.4 billion, -6%, $UAA (+3,74%)

Deckers Brands**(USA): $4.6 billion, +17%, $DECK (-0,59%)

ASICS*(Japan): $4.1 billion , +16%, $7936 (-8,25%)

Li Ning*(China): $3.9 bn, +2%, $2331 (-0,45%)

On Holding**(Switzerland): $2.5 billion, +32%, $ONON (+3,9%)

Despite all its problems, Nike is still twice as big as Adidas and somewhat as big as its four main competitors (Adidas, Anta Sports, Puma, New Balance) combined. together.

The Nike share is currently in a 60% drawdown (the worst in 25 years) and is roughly at the level of the COVID-19 low in March 2020.

Attractive risk-reward ratio?

Is Nike a buy, hold or sell for you?

*Main competitor

**Competitor in certain segments

3 Commenti

Vinc3🚀@BlockBard

3Mes

I'm thinking back and forth. Since my investment horizon is > 10 years, I'm leaning towards an initial entry in the near future and I'm convinced of Nike in the long term.

•

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Aktien Stammtisch

@Aktien_Stammtisch

3Mes·

Deckers Brands Q3'25 Earnings Highlights:

$DECK (-0,59%)

🔹 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 Commenti

Leroy@Lebidagoe

3Mes

Why down?

•

Aktien Stammtisch

@Aktien_Stammtisch

6Mes·

$DECK (-0,59%) | 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

Aktien Stammtisch

@Aktien_Stammtisch

9Mes·

Deckers Earnings $DECK (-0,59%)

Raising I.

@RaisingInvestorIQ

1Anno·

We've held a position in $DECK (-0,59%) 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..

Hennington Research

@HennRes

1Anno·

Super Micro Computer ($SMCI ) and Deckers Outdoor ($DECK (-0,59%) ) are included in the S&P 500 ($SPY (+0,23%) ), while Whirlpool ($WHR (+0,12%) ) and Zion Bancorporation ($ZION (-1,43%) ) will be withdrawn. These changes will take effect before the opening on March 18 effective.

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