Key TakeawaysFootwear company Deckers Brands saw its stock surge Friday, a day after reporting results that surpassed analysts' expectations.Rising sales of popular brands like Hoka and Uggs powered the footwear company's revenue beat.The company has a CEO change coming up next week, and shareholders are set to vote on a potential stock split at the company's annual meeting in September. Deckers Brands (DECK) shares surged Friday, a day after the footwear company released earnings that showed sales for its ...

财务数据和关键指标变化 - 收入增长22%至8.25亿美元,主要由HOKA品牌带动,收入增长30%至5.45亿美元 [10] - 毛利率提升560个基点至56.9%,主要受益于品牌和产品组合改善、更高的全价销售以及运费下降 [38] - 每股摊薄收益增长87%至4.52美元 [40] 各条业务线数据和关键指标变化 - HOKA品牌收入增长30%至5.45亿美元,受益于产品组合的强劲需求 [12][13][14][15][16][17][18][21] - UGG品牌收入增长14%至2.23亿美元,受益于核心经典系列和Golden系列的强劲需求 [22][23][24][25] 各个市场数据和关键指标变化 - 国际市场收入增长21%,由于DTC渠道强劲增长 [30][31] - 美国市场DTC收入增长31% [31] 公司战略和发展方向及行业竞争 - 公司将继续专注于HOKA和UGG两大核心品牌的发展,包括产品创新、渠道拓展、营销推广等 [49][114][115][116] - 公司将审慎考虑并购机会,目前主要集中于内部增长 [64][65] 管理层对经营环境和未来前景的评论 - 公司对2025财年的业绩目标充满信心,预计HOKA和UGG将继续保持强劲增长 [10][11][27][49] - 公司将保持谨慎乐观的态度,密切关注宏观经济环境的变化 [45] 其他重要信息 - 公司董事会批准6:1的股票拆分,有待股东大会批准 [45] - 公司将于8月1日迎来新任CEO Stefano Caroti [28][29][33] 问答环节重要的提问和回答 问题1 **Jonathan Komp 提问** 询问HOKA业务的强劲增长动力,以及未来渠道和产品发展计划 [53][54][55][56][57][60][61] **Dave Powers 和 Stefano Caroti 回答** 公司将继续保持谨慎乐观的态度,通过产品创新、渠道拓展等方式推动HOKA品牌的长期可持续增长 [54][55][56][57][60][61] 问题2 **Laurent Vasilescu 提问** 询问公司未来的资本配置策略,是否考虑派发股息 [64][65][66][67][68] **Dave Powers 和 Steve Fasching 回答** 公司将继续专注于内部增长,同时保持灵活的资本配置策略,包括股票回购等,但暂时没有派发股息的计划 [64][65][66][67][68] 问题3 **Dana Telsey 提问** 询问原材料价格和运费成本的变化情况,以及对毛利率的影响 [83][84][85][86] **Steve Fasching 回答** 公司已经提前锁定了大部分原材料采购,但运费成本预计将在未来几个季度成为一定的负担,公司将密切关注相关变化 [84][85]

Thursday, July 25th, 2024It’s tough to get a firm handle on this market. One day it looks like a trading rotation into undervalued equities from big run-ups elsewhere, the next day it’s a major selloff across the board. This day, we were back to the “rotation” scenario: the Dow gained +81 points, +0.20%, and the small-cap Russell 2000 kept up its two-week dominance, +1.47%, while the S&P 500 sold off another -0.51% and the Nasdaq -0.93% following the single-worst trading day of 2024 (so far).During the mass ...

For the quarter ended June 2024, Deckers (DECK) reported revenue of $825.35 million, up 22.1% over the same period last year. EPS came in at $4.52, compared to $2.41 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $805.49 million, representing a surprise of +2.47%. The company delivered an EPS surprise of +25.91%, with the consensus EPS estimate being $3.59.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...

Deckers (DECK) came out with quarterly earnings of $4.52 per share, beating the Zacks Consensus Estimate of $3.59 per share. This compares to earnings of $2.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 25.91%. A quarter ago, it was expected that this maker of Ugg footwear would post earnings of $2.82 per share when it actually produced earnings of $4.95, delivering a surprise of 75.53%.Over the last four quarters, the co ...

财报数据 - 第一季度财报显示，Deckers Brands 2025财年营收增长22%，达到8.25亿美元[1] - 第一季度每股稀释收益增长87%，达到4.52美元[1] - 2025财年每股稀释收益预期提高至29.75-30.65美元[1] - 净销售额同比增长22.1%，达到8.253亿美元，毛利率为56.9%[5] - 直销渠道净销售额同比增长24%，达到3.106亿美元[5] - 国内净销售额同比增长23%，达到5.159亿美元[5] - HOKA品牌净销售额同比增长29.7%，达到5.452亿美元[6] - UGG品牌净销售额同比增长14%，达到2.23亿美元[6] - 现金及现金等价物为14.38亿美元，存货为7.533亿美元[7] - Deckers Brands 2025财年净销售额预计增长约10%，达到47亿美元[11]

We’ve got a stacked earnings schedule this week, with nearly every pocket of the economy being represented.Among the bunch are two consumer-facing companies – Skechers (SKX) and Deckers Outdoors (DECK) . DECK shares have been notably strong in 2024, whereas SKX shares have lagged relative to the S&P 500.Consumer strength has led to robust quarterly results from the pair, with each exceeding Zacks Consensus EPS estimates throughout 2024. In addition, both sport favorable Zacks Ranks, reflecting upward trendi ...

Deckers (DECK) has been beaten down lately with too much selling pressure. While the stock has lost 9.5% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measu ...

As Deckers Outdoor Corporation (DECK) prepares to announce its first-quarter fiscal 2025 earnings results on Jul 25 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 aimed at sustaining growth. The Zacks Consensus Estimate for revenues is pegged at $805.5 million, which indicates an improvement of 19.2% f ...

Deckers (DECK) ended the recent trading session at $871.24, demonstrating a -1.76% swing from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 0.71% for the day. Meanwhile, the Dow experienced a drop of 0.93%, and the technology-dominated Nasdaq saw a decrease of 0.81%.Prior to today's trading, shares of the maker of Ugg footwear had lost 10.37% over the past month. This has lagged the Retail-Wholesale sector's loss of 0.03% and the S&P 500's gain of 1.08% i ...