Core Viewpoint - Deckers Outdoor Corp (DECK) has demonstrated strong financial performance, particularly through its HOKA and UGG brands, leading to increased revenue expectations and a solid market presence [2][3][4]. Financial Performance - DECK reported a 7% increase in revenue for the third quarter, reaching $1.96 billion compared to the previous year [2][6]. - HOKA's revenue surged by 18% to $629 million, with balanced growth across direct-to-consumer and wholesale channels [2]. - The UGG brand achieved a record revenue of $1.3 billion, marking a 5% increase from the previous year [3]. Gross Margin and Pricing Strategy - DECK maintained high levels of full-price selling, contributing to a gross margin of 59.8%, which exceeded expectations [3]. - Piper Sandler set a price target of $95 for DECK, indicating a slight overvaluation based on the current stock price of $99.90 [6]. Revenue Expectations - The company raised its full-year revenue expectations to a range of $5.4 billion to $5.425 billion, reflecting confidence in continued growth [4][6]. Market Presence - DECK's stock has fluctuated between a low of $97 and a high of $100.26, with a recent price change of $2.28, a 2.34% increase [4]. - The company's market capitalization is approximately $14.82 billion, with a trading volume of 5,749,749 shares, highlighting strong market presence and investor interest [5].

在运动鞋服品牌集体步入"去库存"与"调预期"的周期性博弈时，拥有HOKA和UGG的Deckers似乎还在 自己的节奏里。 Deckers近日发布2026财年第三季度（截至2025年12月31日）财务业绩。在覆盖了整个欧美传统消费旺 季的三个月里，公司实现净销售额19.58亿美元，同比增长7.1%。 其中UGG表现趋于稳健，本季度净销售额为13.05亿美元，同比增长4.9%。 而近年来持续主导增长引擎的HOKA净销售额达到6.289亿美元，同比增速回升至18.5%。 对比上季度11.1%的增速，HOKA的超预期反弹，很大程度受益于DTC（直面消费者）渠道以及国际市 场的增长。 本季度，Deckers在国际市场增速更是达15%，远高于美国本土市场2.7%的增长。 根据Deckers此前的会议纪要，中国已成为HOKA国际业务增长最核心的驱动力。 不同于早期仅靠"硬核跑鞋"圈粉，HOKA在中国正通过"轻重结合"的渠道策略，完成对新中产消费者的 深度渗透。 据管理层此前披露，HOKA在中国合伙人门店的销售达成率远超预期，为后续扩大门店密度提供了坚实 的数据支撑。 与此同时，品牌通过在核心商圈开设直营旗舰店，辅以高频的线 ...

January 30, 2026 09:52 AM EST The Stock Price of Hoka and UGG Maker Deckers Outdoor Is Soaring Today. Here's Why FROM 23 minutes ago A shoemaker's stock is running to its highest point in months Friday. Deckers Outdoor (DECK) shares surged 11% in early trading after the parent company of Hoka running shoes and UGG boots reported better fiscal third quarter results than expected. Entering Friday's session, Deckers Outdoor stock had lost more than half of its value over the past 12 months. Justin Sulliv ...

Core Viewpoint - The article emphasizes the investment philosophy focused on identifying mispriced securities through understanding the financial drivers of companies, often revealed by a DCF model valuation [1]. Group 1: Investment Philosophy - The investment approach is centered on small cap companies across US, Canadian, and European markets [1]. - The methodology allows for flexibility beyond traditional investment categories such as value, dividend, or growth investing, considering all prospects of a stock to assess risk-to-reward [1].

Core Insights - Deckers Outdoor Corp (NYSE:DECK) shares increased by 15.1%, trading at $114.97 after reporting a fiscal third-quarter earnings per share of $3.33 and revenue of $1.96 billion, along with raised annual sales and profit forecasts [1] - Eight analysts raised their price targets for Deckers, with UBS setting a target of $161, up from $157 [1] Analyst Ratings - The majority of analysts remain bearish on Deckers, with 16 out of 26 rating it a "hold" or worse, while the 12-month consensus price target is $124.15, representing a 7.6% upside from current levels [2] - Despite the recent surge, Deckers shares are down approximately 11% over the past nine months [2] Options Activity - Today's options activity shows 8,000 calls traded, which is ten times the typical volume, compared to 8,430 puts, indicating significant interest in call options [3] - The most active contract is the expiring weekly 1/30 115-strike call, with new positions being opened [3] - Deckers' Schaeffer's Volatility Scorecard (SVS) is at a high 99 out of 100, suggesting it has historically exceeded option traders' volatility expectations over the past year [3]

Revenue Increase: Deckers reported a 7% increase in revenue, reaching $1.96 billion, driven by its HOKA and UGG brands.Gross Margin Improvement: Achieved a gross margin of 59.8%, surpassing expectations due to high levels of full-price selling.Full-Year Revenue Expectations Raised: Deckers raised its full-year revenue expectations to a range of $5.4 billion to $5.425 billion.Deckers Outdoor Corp, listed on the NYSE:DECK, is a prominent player in the footwear and apparel industry. Known for its popular brand ...

Core Insights - Deckers Outdoor stock surged 11% after reporting better-than-expected fiscal third-quarter results, with earnings of $3.33 per share and revenue of $1.96 billion, both exceeding analyst estimates [1][1][1] - Sales for Hoka running shoes and UGG boots increased by 18% and 5% respectively compared to the same period last year [1][1][1] - The company raised its full fiscal year sales forecast to between $5.4 billion and $5.425 billion, and EPS to a range of $6.80 to $6.85, surpassing previous projections [1][1][1] Financial Performance - Deckers reported a significant recovery in stock price after a year of decline, with shares down 55% over the past 12 months but trading at $111, the highest level since September [1][1][1] - The company faced previous concerns regarding tariffs affecting margins and consumer demand, but the latest quarterly report indicates strong sales growth, alleviating some of these worries [1][1][1] Growth Potential - CEO Stefano Caroti highlighted the "meaningful untapped global opportunities for Hoka," indicating potential for continued sales growth both domestically and internationally [1][1][1] - The brand's effective marketplace management is expected to support its status as the fastest-growing brand within Deckers [1][1][1]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - TechCreate Group Ltd. (TCGL) is up 99% at $205.71 - VivoSim Labs, Inc. (VIVS) is up 74% at $2.96 - La Rosa Holdings Corp. (LRHC) is up 55% at $4.66 - Sandisk Corporation (SNDK) is up 23% at $668.13 - Springview Holdings Ltd (SPHL) is up 19% at $4.76 - BUUU Group Limited (BUUU) is up 16% at $10.86 - Deckers Outdoor Corporation (DECK) is up 11% at $111.64 - Lumentum Holdings Inc. (LITE) is up 10% at $419.58 - Chanson International Holding (CHSN) is up 10% at $2.15 - Century Therapeutics, Inc. (IPSC) is up 9% at $2.20 [3] Premarket Losers - Kaixin Holdings (KXIN) is down 43% at $5.70 - Brand Engagement Network, Inc. (BNAI) is down 32% at $35.56 - PennyMac Financial Services, Inc. (PFSI) is down 21% at $117.50 - Schneider National, Inc. (SNDR) is down 19% at $24.05 - Moolec Science SA (MLEC) is down 19% at $5.23 - Nuwellis, Inc. (NUWE) is down 18% at $3.43 - Digital Currency X Technology Inc. (DCX) is down 16% at $3.44 - Serina Therapeutics, Inc. (SER) is down 15% at $3.03 - Namib Minerals (NAMM) is down 11% at $5.00 - ZeroStack Corp. (ZSTK) is down 6% at $11.00 [4]

U.S. stock futures fell on Friday following Thursday’s mixed close. Futures of major benchmark indices were lower.Meanwhile, President Donald Trump, during an appearance at the premiere for the film “Melania,” on Thursday, said that he will name his pick for the Federal Reserve Chair on Friday. Data from Kalshi, a federally authorized betting platform, shows that over $81.6 million has been bet on the contract "Who will Trump nominate as Fed Chair?" Warsh is currently leading, with 92% probability that he w ...

Chief Financial Officer Steve Fasching said gross margin was 59.8%, better than the company expected, and attributed the outperformance primarily to a lower-than-expected impact from increased tariffs due to inventory flow timing and mix, as well as “larger benefits from our pricing actions” (which he said were primarily attributable to UGG) and slightly lower promotions than planned. Fasching added that both UGG and HOKA achieved an average selling price slightly above the prior year, and that HOKA deliver ...