文章核心观点 - 成长型股票虽有吸引力但风险高 寻找潜力股不易 借助Zacks Growth Style Score可找到优质成长股 Deckers公司是推荐股票 其在盈利增长 现金流增长 盈利预期修正方面表现优秀 综合因素使其有望跑赢市场值得投资[1][2][3][8][9] 成长型股票相关 - 成长型股票吸引投资者 但风险和波动性高于平均水平 成长故事结束或接近尾声的股票可能导致重大损失[1] Deckers公司相关 盈利增长 - Deckers公司历史每股收益增长率为28.7% 预计今年每股收益增长12.2% 高于行业平均的11.5%[4] 现金流增长 - Deckers公司当前同比现金流增长率为49.7% 高于行业平均的 - 10.7% 过去3 - 5年年化现金流增长率为21.7% 高于行业平均的5.1%[5][6] 盈利预期修正 - Deckers公司本年度盈利预期在过去一个月向上修正了4.6%[8] 综合情况 - Deckers公司基于多种因素获得A的成长评分 整体盈利预期修正使其成为Zacks排名第2的股票 这些因素使其有望跑赢市场 适合成长型投资者投资[8][9]

文章核心观点 - 公司业绩持续强劲增长 [3][4][5][6] - 公司主要品牌Hoka和Ugg表现出色,带动整体业绩 [5][9][10] - 公司股价在过去5年涨幅超过500% [10] - 公司股票拆分不会改变其基本面估值,但通常与后续股价表现良好相关 [1][2] 公司业绩分析 - 总收入同比增长20.1%至13.1亿美元,超出预期 [4] - 直营和批发渠道收入均实现两位数增长 [4] - Hoka品牌销售增长34.7%,Ugg品牌销售增长13% [5] - 国际市场收入增长33%,显示公司有进一步拓展海外市场的空间 [5] - 毛利率提升250个基点至55.9%,显示公司成本控制良好 [6] - 净利润同比增长39.5%至每股1.59美元,超出预期 [7] 公司前景展望 - 公司下半年收入增速预计将有所放缓,但仍维持12%的全年增长目标 [7] - 公司历来给出较为保守的指引,投资者不应过于担心 [8] - 公司两大主力品牌Hoka和Ugg前景良好,有望在节日旺季表现出色 [9][10] - 公司估值合理,仍有进一步上涨空间 [10][11]

文章核心观点 - 公司本季度收入达到13.1亿美元,同比增长20.1% [1] - 公司本季度每股收益为1.59美元,同比增长39.5% [1] - 公司业绩超出市场预期,收入和每股收益分别超出预期9.58%和30.33% [1] 品牌和渠道销售情况 - UGG品牌销售额为6.29亿美元,同比增长13% [2] - HOKA品牌销售额为5.17亿美元,同比增长34.7% [2] - Sanuk品牌销售额为2800万美元,同比下降48.2% [2] - 其他品牌销售额为3.11亿美元,同比下降15.7% [2]

文章核心观点 - 公司旗下的Hoka和UGG品牌销售强劲,带动公司整体业绩超预期 [1][2] - Hoka和On品牌正在蚕食Nike的市场份额,传统鞋企正面临挑战 [1] - 公司提高了全年销售预期,预计增长12%至48亿美元 [1] Hoka品牌总结 - Hoka销售增长35%,达到5.71亿美元 [2] - Hoka品牌受益于跑步俱乐部的兴起,在Dick's Sporting Goods和Nordstrom等渠道获得更多货架位置 [1] - 公司加大营销投资,有助于提升Hoka的品牌知名度和热度 [1] UGG品牌总结 - UGG销售增长13%,达到6.9亿美元 [2] - 毛茸茸的UGG靴子保持流行趋势 [2]

公司财报相关 - Deckers Outdoor Corporation发布2025财年第二季度财报营收增长20% Hoka增长超30% [1] 公司投资理念相关 - Quipus Capital进行多头投资从运营和买入持有角度评估公司不关注市场驱动动态和未来价格走势 [1] - Quipus Capital大部分评级为持有只有极少数公司在任何时候可被评为买入持有文章为未来投资者提供重要信息并对相对看涨的市场保持怀疑态度 [1]

文章核心观点 - 鞋履品牌Hoka的销售强劲增长帮助Deckers Outdoor公司在第二季度实现了超预期的收益和收入,推动其股价上涨[1] - Hoka品牌销售额同比增长近35%,Ugg品牌销售额增长13%[2] - 公司上调了全年收入预期[2] 行业和公司情况总结 Hoka和Ugg品牌表现 - Hoka品牌销售额增长34.7%至5.799亿美元[2] - Ugg品牌销售额增长13%至6.899亿美元[2] - Teva品牌销售额增长2.3%至2200万美元[2] - Sanuk品牌销售额下降47.6%至280万美元,其他品牌(主要为Koolaburra)销售额下降15.8%至2580万美元[2] 地区销售情况 - 国内销售额增长14.2%至8.539亿美元[2] - 国际销售额增长33%至4.574亿美元[2] - 直接面向消费者(DTC)的销售额增长19.9%至3.977亿美元[2] 财务指标 - 第二季度每股摊薄收益为1.59美元,同比增长20.1%至13.1亿美元[1] - 公司上调全年收入增长预期,由之前的10%提高至约12%,达到48亿美元[2] - 公司股价在上涨12%以上,今年已经增加了50%以上[2]

Shares of Deckers Outdoor Corp (NYSE:DECK) are surging today, after the footwear name posted betterthan-expected fiscal second-quarter earnings and revenue and raised its full-year guidance. Strong demand for the company's Hoka brand gave results a boost, and no fewer than six analysts lifted their price targets after the event. At last glance, Deckers Outdoor stock was up 12.2% at $170.63, on track for its fifth-straight quarter of postearnings gains. Now trading at its highest levels since mid-June, the U ...

Deckers Outdoor (DECK) stock is trading near the top of the S&P 500 Friday after the footwear giant beat top- and bottom-line expectations for its fiscal second quarter and raised its full-year profit forecast. In the three months ended September 30, Deckers' revenue increased 20.1% year over year to $1.3 billion, driven by 34.7% growth in its Hoka brand to $570.9 million. Its earnings per share (EPS) were up 39.5% from the year-ago period to $1.59. The results handily beat analysts' expectations. Wall Stre ...

In its first quarter reported after its 6-for-1 stock split, the footwear and apparel company once again left Wall Street's expectations in the dust.Shares of Deckers Brands (DECK 10.35%), which develops and sells innovative footwear, apparel, and accessories, jumped 13.6% in Thursday's after-hours trading session, following the release of a better-than-expected report for the second quarter of fiscal 2025 (ended Sept. 30). Deckers has an impressive track record of strong growth that races by Wall Street's ...

Thursday, October 24, 2024Over the past week or so of trading, we’ve seen the stock market begin to snarl at current valuation levels. Today we were mostly in the green aside from the Dow index, which was helped lower by a -6% share selloff of IBM (IBM) following yesterday’s mixed Q3 report.The Dow closed Thursday down -140 points, -0.33%. The S&P 500, however, rose +0.21%, while the Nasdaq outperformed the field: +138 points, +0.76%. The small-cap Russell 2000 gained +0.23% on the session. The 10-year bond ...