Deckers Outdoor Q2: Continues To Surprise, But Stock Is Priced To Perfection

Group 1 - Deckers Outdoor Corporation reported fiscal Q2 2025 results with a 20% increase in top-line growth, driven by Hoka's growth of over 30% [1] - The market reacted positively to the results, with the stock opening higher [1] Group 2 - The analysis emphasizes a long-only investment strategy, focusing on operational aspects and long-term earnings potential rather than market-driven dynamics [1] - The approach suggests that only a small fraction of companies should be considered for buying at any given time, with most recommendations being holds [1]