文章核心观点 - Deckers公司第三季度业绩超出市场预期,每股收益为1.59美元,高于预期的1.22美元 [1] - Deckers公司收入为13.1亿美元,同比增长20.2% [1] - Deckers公司股价今年以来上涨35.5%,超过标普500指数21.5%的涨幅 [2] 公司表现 - Deckers公司连续4个季度超出市场盈利预期 [1] - Deckers公司过去4个季度均超出收入预期 [1] - 未来Deckers公司的股价走势将主要取决于管理层在财报电话会议上的评论 [2] 行业表现 - 零售-服装和鞋类行业目前在250多个Zacks行业中排名前17% [5] - 研究显示,Zacks排名前50%的行业相比后50%的行业,业绩表现会好2倍以上 [5] - 另一家同行业公司Lulu's Fashion Lounge预计第三季度收入同比下降7.4% [5]

财务数据和关键指标变化 - 公司第二季度收入为13.11亿美元，同比增长20% [25] - 毛利率为55.9%，较去年提高250个基点 [27] - 每股稀释收益为1.59美元，同比增长39% [27] 各条业务线数据和关键指标变化 - HOKA品牌第二季度收入增长35%，达到5.71亿美元 [25] - UGG品牌收入增长13%，在所有地区和渠道均表现良好 [25] 各个市场数据和关键指标变化 - HOKA品牌在国际市场的收入增长超过28% [10] - UGG品牌在国际市场的表现优于全球品牌平均水平 [16] 公司战略和发展方向和行业竞争 - 公司专注于四个指导原则：以消费者为中心、品牌哲学、创新驱动和全球化 [8] - HOKA品牌目标是成为领先的性能运动品牌，UGG则专注于提升标志性产品 [32] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望乐观，预计2025财年的收入增长将达到12% [28] - 尽管面临宏观经济压力，管理层对品牌的市场份额增长充满信心 [31] 其他重要信息 - 公司在第二季度进行了六对一的股票拆分 [5] - 公司在第二季度回购了约1.04亿美元的股票 [28] 问答环节所有提问和回答 问题: HOKA的高价产品对品牌的影响 - HOKA的高价产品如Cielo X1和Skyward X表现超出预期，推动了品牌的增长和利润率 [34][35] 问题: HOKA的国际市场表现 - HOKA在国际市场的品牌认知度仍有提升空间，目标是实现50/50的美国际市场分布 [48] 问题: UGG的增长预期 - UGG品牌在新产品推出后，仍有可能实现增长，尽管预计将面临更具竞争性的促销环境 [62] 问题: 亚洲市场的表现 - HOKA在中国市场表现良好，尽管整体经济环境具有挑战性 [68][69] 问题: 需求创造预算的投资 - 公司在HOKA和UGG的需求创造预算上进行了增加，重点投资于品牌的本地化内容 [75]

财务表现 - 第二季度收入增长20.1%至13.11亿美元[1] - 全年收入预期增长约12%至48亿美元[7] - 全年每股收益预期在5.15美元至5.25美元之间[7] 品牌表现 - HOKA品牌销售额增长34.7%至5.71亿美元[3] - UGG品牌销售额增长13.0%至6.90亿美元[3] 资产负债情况 - 现金及现金等价物达12.26亿美元[4] - 存货为7.78亿美元[4] - 公司无未偿还借款[4] - 公司现金及现金等价物为12.26亿美元，较上年同期增加[19] - 公司应收账款净额为5.37亿美元，较上年同期增加[19] - 公司存货为7.78亿美元，较上年同期增加[19] - 公司总资产为33.98亿美元，较上年同期增加[19] - 公司应付账款为5.37亿美元，较上年同期增加[19] - 公司总股东权益为22.23亿美元，较上年同期增加[19] 股票回购 - 第二季度回购约68.6万股股票,总金额1.043亿美元[5] - 截至2024年9月30日,公司尚有6.854亿美元的股票回购授权额度[5]

As Deckers Outdoor Corporation (DECK) prepares to announce its second-quarter fiscal 2025 earnings results on Oct. 24 after market close, investors are keen to assess the company's performance amid ongoing market challenges and opportunities.Deckers, known for its portfolio, including UGG and HOKA brands, has been navigating a dynamic landscape with strategic initiatives to sustain growth. The Zacks Consensus Estimate for revenues is pegged at $1.20 billion, which indicates an improvement of 9.6% from the p ...

In its upcoming report, Deckers (DECK) is predicted by Wall Street analysts to post quarterly earnings of $1.22 per share, reflecting an increase of 7% compared to the same period last year. Revenues are forecasted to be $1.2 billion, representing a year-over-year increase of 9.4%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a compan ...

The market expects Deckers (DECK) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

Deckers (DECK) ended the recent trading session at $161.85, demonstrating a +0.7% swing from the preceding day's closing price. The stock's change was more than the S&P 500's daily loss of 0.76%. At the same time, the Dow lost 0.75%, and the tech-heavy Nasdaq lost 1.01%. Heading into today, shares of the maker of Ugg footwear had gained 2.85% over the past month, lagging the Retail-Wholesale sector's gain of 3.42% and the S&P 500's gain of 4.31% in that time. The investment community will be paying close at ...

The returns for long-term shareholders of this shoe and apparel winner have been nothing short of astounding. It has been a rough few years for Nike (NKE 0.06%). The global footwear and apparel giant has seen its revenue stagnate since 2022, with sales actually down 3% from highs over the last 12 months. The brand has had a rough go in China, where consumer spending is extremely weak, but it has also battled with new upstart brands such as Lululemon that are trying to steal customers. One under-the-radar co ...

Why are its profit margins so high right now? "Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily understandable business whose earnings are virtually certain to be materially higher five, ten and twenty years from now." [emphasis added] -- Warren Buffett, 1996 letter to Berkshire Hathaway shareholders. Deckers Outdoor (DECK -1.36%) is a beloved stock right now. It owns popular shoe brands such as Hoka, was included in the S&P 500 in March, and recently ...

Shares of this footwear-industry disruptor can keep running. Deckers Outdoor (DECK -0.93%) has emerged as one of the hottest consumer goods companies in the stock market with shares up 95% this year. The footwear maker benefits from the breakout phenomenon of its HOKA high-performance running and hiking shoe brand crossing into the lifestyle segment. The company's latest-earnings report was highlighted by strong growth and accelerating profitability. The outlook is positive, but are the trends good enough t ...