๐น Revenue: $1.02B (Est. $1.006B) ๐ข; +6.5% YoY
๐น Adj EPS: $1.00 (Est. $0.59) ๐ข
๐น OI: $173.9M (Est. $107.1M) ๐ข
๐น Net Income: $151.4M (Est. $89.5M) ๐ข
FY Outlook Withdrawn:
๐ธ Deckers withdrew full-year FY26 guidance due to macroeconomic uncertainty and evolving global trade policies.
Q1 Guidance:
๐น Revenue: $890Mโ$910M (Est. $925.3M) ๐ด
๐น EPS: $0.62โ$0.67 (Est. $0.79) ๐ด
Segment Revenue (Q4 YoY):
๐น HOKAยฎ: $586.1M; +10.0% YoY
๐น UGGยฎ: $374.3M; +3.6% YoY
๐น Other Brands: $61.3M; -6.3% YoY
Channel Performance (Q4 YoY):
๐น Wholesale: $611.6M; +12.3% YoY
๐น DTC: $410.2M; -1.2% YoY
โโโณ DTC Comparable Sales: -1.6% YoY
Geographic Performance (Q4 YoY):
๐น Domestic Sales: $647.7M; Flat YoY
๐น International Sales: $374.1M; +19.9% YoY
๐ฐ Capital Allocation:
๐น Q4 Buyback: 1.78M shares for $266M
๐น FY25 Buyback: 3.8M shares for $567M
๐น FY26 Q1 Buyback (as of May 9): 765K shares for $84M
๐น Total Buyback Authorization Increased to $2.5B
CEO Stefano Caroti:
๐ธ โDespite global trade uncertainty, HOKA and UGG remain strong category leaders with long-term growth potential.โ
CFO Steve Fasching:
๐ธ โFY25 marks our 5th consecutive year of double-digit growth in revenue and EPS. With $1.9B in cash, strong cash flow, and a $2.5B buyback authorization, weโre well-positioned for strategic investment and shareholder return.โ