公司概况 - Deckers是设计、生产和销售户外鞋服的多品牌集团，拥有UGG、HOKA等核心品牌[3] - 公司营收呈明显季节性，HOKA为发展主动力，近年营收增速快于UGG[3] - 公司通过DTC渠道扩张&HOKA发力运动鞋服赛道成功实现业绩增长[3] 市场趋势 - 全球鞋类市场规模持续增长，2023-2028年CAGR预计将突破5%[5] - 冰雪旅游、户外运动成为行业新增长点，带动户外鞋服市场扩张[5] - 户外运动转向大众市场，中国户外市场存在较大潜力[6] 品牌策略 - UGG专注雪地靴领域，发力娱乐营销和品类营销赛道，引领时尚潮流[7] - HOKA专注性能跑鞋，着力赛事营销，贯彻从零售到体验到社群的一站式服务理念[8][9] 财务展望 - 公司预计FY2024-2026年实现收入41.50/46.91/51.94亿美元，同比增长14.4%/13.0%/10.7%，给予“买入”评级[12] - DECK的净利率自2017财年费用率高峰后下跌，但从FY2019起稳定在13%以上[28] 风险提示 - 公司面临的风险包括经济环境、行业竞争、消费者偏好、原材料、市场开拓等多方面[13]

Wall Street analysts forecast that Deckers (DECK) will report quarterly earnings of $2.75 per share in its upcoming release, pointing to a year-over-year decline of 20.5%. It is anticipated that revenues will amount to $876.05 million, exhibiting an increase of 10.7% compared to the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial project ...

Growth stocks offer the potential to outperform the stock market. Picking individual growth stocks takes more effort than buying an ETF, but the returns can make it worth it. One common problem with growth investments is that they attract many investors and end up with high valuations. High P/E ratios and PEG ratios don’t leave much room for error. Some stocks continue to soar despite high valuations thanks to strong financial growth. However, combining financial growth with reasonable valuations is possibl ...

CNBC's Jim Cramer on Thursday picked two footwear stocks he thinks are headed for success: On Holding and Deckers Outdoor, which owns a number of footwear brands including Hoka, Uggs and Tevas. "Even when the footwear and athletic apparel space is a nightmare for most of the industry, you can still find great brands that are winning, like the ones that belong to On Holding and Deckers Outdoor," Craner said. "I bet they keep winning." Cramer pointed out that it's not been easy lately for some of the big name ...

The market expects Deckers (DECK) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 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 on M ...

UGG® and ALOK, who share the same values of an inclusive community, unpacked how Pride can be expressed for a new fashion era. The all-gender collection features the URSeen Platform and URSeen Dress, designed to embrace the creativity, adaptability, and confidence of the LGBTQ+ community. Serving color- stacked pops of pink and green head to toe, this uplifting collaboration encourages endless self-expression for Pride Month and beyond. Collaboration is key to feeling heard and feeling seen. In addition to ...

Deckers (DECK) closed at $862.38 in the latest trading session, marking a +0.06% move from the prior day. This move lagged the S&P 500's daily gain of 0.13%. At the same time, the Dow added 0.08%, and the tech- heavy Nasdaq lost 0.1%. Prior to today's trading, shares of the maker of Ugg footwear had lost 3.04% over the past month. This has lagged the Retail-Wholesale sector's gain of 0.98% and the S&P 500's loss of 0.35% in that time. Market participants will be closely following the financial results of De ...

Sanuk Launches Limited-Edition Sauce-Repellent Footwear for Grill Enthusiasts GOLETA, Calif., May 7, 2024 /PRNewswire/ -- Just in time for National Barbecue Month, Sanuk®, a division of Deckers Brands (NYSE: DECK), has joined forces with Traeger, Inc. ("Traeger") (NYSE: COOK), the pioneers of wood-pellet grills, to launch a limited-edition shoe inspired by barbecue culture, the Happy Hour Lite x Traeger. United by a shared passion for good times and bringing people together, the duo created an innovative fo ...

Not every stock crashes with the rest of the market. Some corporations offer high margins of safety and can hold firmly during bad times. Putting some of your capital in these investments can reduce your portfolio’s losses from peak to trough. However, a small number of stocks can actually perform well when the market crashes. It’s harder to find these stocks, and it’s possible for equities in this category to simply outperform the market. For instance, most assets get dragged down during market crashes, bu ...

The most recent trading session ended with Deckers (DECK) standing at $832.43, reflecting a -0.12% shift from the previouse trading day's closing. The stock's change was less than the S&P 500's daily gain of 0.32%. Elsewhere, the Dow gained 0.38%, while the tech-heavy Nasdaq added 0.35%. The maker of Ugg footwear's shares have seen a decrease of 11.45% over the last month, not keeping up with the Retail-Wholesale sector's loss of 1.39% and the S&P 500's loss of 2%. The investment community will be closely m ...