公司业绩 - Deckers Outdoor Corporation (DECK)在第三季度表现出色，股价在2月1日盘后交易中上涨了7.8%[1] - 公司的净销售额增长了16%，达到了15.60亿美元，超过了市场预期[4] - HOKA ONE ONE和UGG品牌的表现出色，直销渠道和全价销售的推动下取得了良好业绩[1] - Deckers的毛利率在第三季度扩大到了58.7%，较去年同期的53%有显著提高[5] 未来展望 - 公司预计2024财年净销售额将达到约41.50亿美元，较2023财年的36.27亿美元增长约14%[17] - Deckers预计2024财年的毛利率将约为54.5%，营运利润率将约为20%[19] - Deckers预计2024财年每股收益将在26.25-26.50美元之间，较之前预测的22.90-23.25美元有所提高[20]

Deckers Outdoor Corp. said success of its Ugg boots and Hoka running shoes drove it to its strongest profit and revenue quarter in its history, as long-time Chief Executive Dave Powers announced his retirement during a time of strength for the retailer. Deckers Outdoor also boosted its 2024 outlook after its third-quarter adjusted earnings of $15.11 a share soundly beat the FactSet consensus estimate of $11.49 a share. Third-quarter revenue rose 16% to a revenue of $1.56 billion, well above the analyst esti ...

业绩总结 - Deckers品牌第三季度总收入增长16%，达到15.6亿美元[12] - UGG总收入增长15%，首次达到10亿美元季度收入[12] - HOKA总收入增长22%，达到4.29亿美元[12] - Deckers公司预计将实现中等增长的营收，这将是连续第四年实现中等或更高增长[15] - UGG全球第三季度营收为10.7亿美元，同比增长15%[19] - HOKA全球第三季度营收为4.29亿美元，同比增长22%[33] - Deckers将2024财年全年营收指导提高至约41.5亿美元，预计比去年增长约14%[67] 用户数据 - 直接消费者（DTC）收入增长23%，占总收入的55%[12] - 全体DTC收入增长28%，消费者获取和保留均有强劲增长[16] - UGG直销渠道（DTC）在第三季度增长20%，占总品牌营收的62%[19] - HOKA直销渠道（DTC）在第三季度增长38%，占总品牌营收的40%[34] - HOKA的直接消费渠道（DTC）在第三季度增长了23%，占季度收入的55%，品牌热度持续强劲[48] 未来展望 - Deckers公司预计将实现中等增长的营收，这将是连续第四年实现中等或更高增长[15] - Deckers将2024财年全年营收指导提高至约41.5亿美元，预计比去年增长约14%[67] - UGG品牌营收预计将以两位数增长，而不是之前的一位数增长[68] - HOKA品牌营收预计将增长约25%[69] 新产品和新技术研发 - HOKA推出了全新的Cielo X1，作为最具挑剔的运动员的终极比赛日鞋[41] - HOKA的休闲鞋款HOKA transport成为品牌畅销产品前十名之一[44] - HOKA与法国跑步服装品牌Satisfy Running合作推出了Clifton LS的全新款式，几乎瞬间售罄[45] - Deckers Labs正在推出一种新型运动鞋品牌，价格超过200美元，采用了一些性能跑鞋的技术[164] 市场扩张和并购 - UGG在中国开设的上海旗舰店的平均交易价值比中国其他店铺高出约20%[25] - HOKA在中国新增了四家公司自营店，线上销售保持高水平的全价销售[36] - HOKA在中国的线上销售在双11活动中保持了强劲的全价销售，相比竞争品牌表现出色[38] 其他新策略 - 公司仍然专注于将业务转向直接消费渠道，并且有信心实现长期目标，同时会根据市场表现和消费者需求进行调整[113] - 公司将继续关注高青少年利润率业务，并根据业务表现和市场需求进行投资，以确保长期业务发展[115] - Deckers将2024财年全年营收指导提高至约41.5亿美元，预计比去年增长约14%[67]

For the quarter ended December 2023, Deckers (DECK) reported revenue of $1.56 billion, up 16% over the same period last year. EPS came in at $15.11, compared to $10.48 in the year-ago quarter. The reported revenue represents a surprise of +8.47% over the Zacks Consensus Estimate of $1.44 billion. With the consensus EPS estimate being $11.40, the EPS surprise was +32.54%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

Dave Powers to Retire as President and Chief Executive Officer, Effective August 1, 2024 Chief Commercial Officer Stefano Caroti to Become President and CEO GOLETA, Calif., Feb. 1, 2024 /PRNewswire/ -- Deckers Brands (NYSE: DECK), a global leader in designing, marketing, and distributing innovative footwear, apparel, and accessories, today announced that Dave Powers has decided to retire as President and Chief Executive Officer, effective August 1, 2024. Powers is expected to continue serving as a member of ...

Serving as a direct response to surplus from the last few seasons, this offering utilizes excess fabrics that were ordered but never used for in-line products due to order cancellation or other product-related reasons. Rather than using the scraps for samples or pullover, UGG® is repurposing or reimagining them to bring a new product to life for consumers. While this offering acts as the first iteration of ReImagined by UGG™, future collections will vary depending on multiple factors, including the amount o ...

Deckers Outdoor Corporation (DECK) is likely to register an increase in the top line when it reports third- quarter fiscal 2024 earnings results on Feb 1 after market close. The Zacks Consensus Estimate for revenues is pegged at $1,435 million, indicating an improvement of 6.6% from the prior-year reported figure. The company, renowned for its design, marketing and distribution of footwear, apparel and accessories, is expected to observe a year-over-year increase in its bottom line. The Zacks Consensus Esti ...

In the latest market close, Deckers (DECK) reached $754.15, with a -1.77% movement compared to the previous day. This move lagged the S&P 500's daily gain of 0.29%. On the other hand, the Dow registered a loss of 0.25%, and the technology-centric Nasdaq increased by 0.43%. Heading into today, shares of the maker of Ugg footwear had gained 10.67% over the past month, outpacing the Retail-Wholesale sector's gain of 0.4% and the S&P 500's gain of 2.08% in that time. The investment community will be paying clos ...

After a sluggish start to the year, the stock market has quickly turned around and now sits at an all-time high. The benchmark S&P 500 index closed at an all-time high on Jan. 19 as investors resumed buying equities with a vengeance. Closing at 4,839.81, it surpassed its previous record high set in January 2022. Also, the Dow Jones Industrial Average and technology-focused Nasdaq 100 indices are currently at record highs. The bull run has brought up the share prices of many stocks. While technology stocks c ...

公司业绩 - Deckers Outdoor Corporation (DECK)总部位于加利福尼亚州哥伦比亚，股价表现强劲，六个月内涨幅达38.2%，超过行业27.5%的增长[1] - 预计Deckers在2024财年将实现40.25亿美元的营收，同比增长11%，主要受益于UGG和HOKA两大品牌的表现[4] 公司战略 - 公司的增长策略包括在创新、营销和人才发展等关键领域进行战略投资，以实现长期成功[2]