Key Takeaways The S&P 500 added 0.7% on Friday, May 24, 2024, closing out a week that saw reemerging inflation concerns cast a shadow over strong earnings news. Footwear maker Deckers Outdoor topped quarterly estimates, driven by demand for its Uggs and Hoka shoe brands, and its shares soared. Shares of Intuit tumbled after the financial software firm said it would lose 1 million customers who had used the free version of its TurboTax program. Major U.S. equities indexes moved higher, boosted by outperforma ...

公司概况 - 公司是全球领先的设计、营销和分销创新鞋类、服装和配饰的公司[10] - 公司宣布首席执行官将于2024年8月1日退休，首席商务官将接任首席执行官[11] - 公司计划剥离Sanuk品牌，其他品牌主要包括Koolaburra和AHNU品牌[13] - Deckers 公司在2024财年新聘员工中，46%来自 BIPOC 社区[38] - Deckers 公司董事会成员中，40%为女性[38] - Deckers 公司在2024财年向全球各地的非营利组织捐赠超过4600美元[38] - Deckers 公司在2024财年员工志愿服务总时长约为19000小时[38] - Deckers 公司提供给美国员工的学费补助最高可达5000美元每年[39] - Deckers 公司提供给员工的福利包括健康保险、退休计划、生命保险等[39] - Deckers 公司在2024财年员工健康和安全是最高优先级[40] 产品与销售 - UGG品牌是行业内最具标志性和认可度的鞋类品牌之一，全球销售，包括美国、加拿大、欧洲、亚太和拉丁美洲[12] - 公司的报告运营部门包括UGG、HOKA、Teva、Sanuk和其他品牌的批发业务以及直销业务[15] - 公司在美国，通过批发渠道和直销渠道销售产品，国际销售主要通过独立分销商和子公司[14] - 公司的设计和开发团队与各品牌的产品管理团队密切合作，创造符合消费者期望的季节性产品线[17] - 公司将产品生产外包给独立制造商，主要位于亚洲，采购的材料和组件包括羊皮、UGGplush和甘蔗衍生的乙烯醋酸乙烯[18] 环境、社会和治理（ESG） - 公司在环境、社会和治理方面取得了显著成就，被多家机构认可[22] - 公司的ESG计划由董事会的独立成员监督，定期接收ESG计划的更新[23] - 公司的薪酬制度与ESG倡议直接相关，包括与特定ESG倡议的实现挂钩的现金激励奖励计划[24] - 公司高度重视利益相关者的意见，并积极与他们就ESG事项进行对话[24] - 公司致力于减少在设施和合作伙伴设施产生的废物，通过减少、回收和重复使用来实现可持续减少废物的目标[27] 财务表现 - 财年2024年度净销售额增长18.2%，达到4,287,763美元[110] - 毛利率提高530个基点至55.6%[112] - 运营收入增长42.1%，达到927,514美元[112] - 每股稀释收益增长50.5%，达到29.16美元[112] - 国内净销售增长16.8%，达到2,863,674美元[111] - 国际净销售增长21.1%，达到1,424,089美元[111]

Key Takeaways Deckers Outdoor reported fiscal 2024 fourth-quarter sales and profit that surpassed analysts' estimates. Soaring demand for Hoka and Ugg brand shoes helped fuel Deckers' earnings beat. Deckers shares surged to an all-time high following the news. Deckers Outdoor (DECK) shares skyrocketed over 13% to an all-time high in early trading Friday as the maker of fashion footwear blew away quarterly profit estimates on soaring demand for its Hoka and Ugg brand shoes. The company posted fiscal 2024 fou ...

Shares of Deckers Outdoor jumped 13% to breach the $1,000 mark for the first time on Friday, as the footwear company posted upbeat fourth-quarter results, riding on the popularity of Ugg boots and Hoka sneakers among Americans. The company’s stock has been on a tear since the beginning of last year, and is up about 35% this year, after rising 67% in 2023. In contrast, Nike has dropped 15% this year. “FY 2024 was a banner year for DECK with its two big brands delivering some of the strongest growth across fo ...

Deckers Outdoor Corporation (DECK) witnessed an 8.6% jump in its share price during the after-market trading session on May 23. This rally was in response to the company's outstanding fourth-quarter fiscal 2024 performance and optimistic fiscal 2025 sales forecast. The strong quarterly results were underpinned by the exceptional performance of the HOKA ONE ONE and UGG brands. Deckers has shown robust growth through its strategic focus on expanding its brand presence and strengthening direct-to-consumer chan ...

财务数据和关键指标变化 - 公司全年收入增长18%,达到42.88亿美元,创历史新高 [10][48] - 毛利率为55.6%,同比增加530个基点 [49] - 营业利润率为21.6%,同比增加360个基点 [51] - 每股收益为29.16美元,同比增长51% [52] 各条业务线数据和关键指标变化 HOKA - 全年收入增长28%,达到18亿美元 [13] - 全球DTC收入增长40% [13] - 美国市场品牌知名度达到约40%,国际市场平均达到20%以上 [14] - 新品类如公路跑鞋、越野跑鞋和休闲鞋表现出色 [21][23][25] UGG - 全年收入增长16%,达到22亿美元 [28] - 全球DTC收入增长22% [30] - DTC占比提升至50%,国际收入占比提升至37% [32] - 推出多款新品类如Goldenstar系列、Lowmel运动鞋等深受欢迎 [35][36][37] 各个市场数据和关键指标变化 - 公司DTC收入增长27%,占总收入43% [38][39] - 国际DTC收入增长37%,国内DTC收入增长22% [39] - 新增和保留消费者分别增长21%和24% [39] - 批发收入增长13%,得益于HOKA和UGG品牌的高水平全价销售 [40] 公司战略和发展方向及行业竞争 - 公司致力于将HOKA打造成为全球性能运动品牌,持续投资提升品牌知名度 [12][15][17] - 公司将继续提升UGG的产品力和消费者体验,巩固其优势地位 [28][29][34] - 公司将持续扩大DTC渠道,提升消费者获取和保留能力 [12][19][30] - 公司将针对不同地区和渠道进行差异化产品策略 [25][26][27] - 公司将继续优化批发渠道,维持品牌溢价定位 [18][40][41] 管理层对经营环境和未来前景的评论 - 公司有信心继续推进战略举措,实现长期可持续增长 [11][12] - 尽管当前宏观环境存在不确定性,但公司有信心应对 [58] - 公司将继续加大投资,支持组织发展和品牌建设 [50][57] 其他重要信息 - 公司现金充沛,无负债,并持续进行股票回购 [52] - 公司将在2025财年实现约10%的收入增长,HOKA和UGG将是主要增长动力 [53][54] - 公司预计2025财年毛利率为53.5%,较上年下降210个基点 [54][55] - 公司预计2025财年营业利润率为19.5% [57] 问答环节重要的提问和回答 问题1 **Laurent Vasilescu提问** HOKA批发渠道在Q4和2025财年的表现如何 [69][70] **Dave Powers和Stefano Caroti回答** - 批发渠道需求仍然强劲,但公司将继续推动DTC渠道增长 [70][71] - 公司将在国际市场选择性拓展批发渠道,同时优化现有渠道 [71] - 新品类如Skyward X和Mach 6在批发和DTC渠道表现出色 [72][73] 问题2 **Sam Poser提问** UGG在Q4和2025财年的增长空间 [102][103] **Dave Powers和Steve Fasching回答** - 部分Q4未满足的需求在Q1-Q3得到了补充 [103][104] - 公司将维持高水平的全价销售,但整体环境仍具挑战性 [104][105][106] - 2025财年的增长预期较2024财年有所放缓,主要由于无法完全复制2024年的价格和渠道优势 [107][108][109] 问题3 **Janine Stichter提问** HOKA如何在保持运动性能优势的同时,满足日常消费者的需求 [114][115] **Dave Powers回答** - 公司将始终把HOKA的运动性能作为首要重点 [115] - 同时也将满足日常消费者对时尚和舒适的需求,因为HOKA的产品具有出色的性能表现 [115][116] - 公司将继续细分产品线,针对不同渠道和消费者群体提供差异化产品 [116][117]

Deckers (DECK) came out with quarterly earnings of $4.95 per share, beating the Zacks Consensus Estimate of $2.82 per share. This compares to earnings of $3.46 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 75.53%. A quarter ago, it was expected that this maker of Ugg footwear would post earnings of $11.40 per share when it actually produced earnings of $15.11, delivering a surprise of 32.54%. Over the last four quarters, t ...

Exhibit 99.1 DECKERS BRANDS REPORTS FOURTH QUARTER AND FULL FISCAL YEAR 2024 FINANCIAL RESULTS • FY 2024 REVENUE INCREASED 18% TO A RECORD $4.29 BILLION • FY 2024 DILUTED EPS INCREASED 51% TO A RECORD $29.16 • GUIDES FY 2025 REVENUE GROWTH OF APPROX. 10%; EPS RANGE OF $29.50-$30.00 Goleta, California (May 23, 2024) -- Deckers Brands (NYSE: DECK), a global leader in designing, marketing, and distributing innovative footwear, apparel, and accessories, today announced financial results for the fourth fiscal qu ...

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The first-quarter 2024 earnings season is approaching its end. So far, results have come in better than expected. As of May 17, 467 companies on the S&P 500 Index reported their financial numbers. Total earnings for these 467 index members increased 4.6% from the same period last year on 4% higher revenues, with 77.7% beating EPS estimates and 60.2% beating revenue estimates. At present, total earnings of the S&P 500 Index in first-quarter 2024 are expected to be up 6.3% on 4.3% higher revenues. This follow ...