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Added to YB: 2025-07-31

Pitch date: 2025-07-29

DECK [bullish]

Deckers Outdoor Corporation

-7.39%

current return

Author Info

M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.

Company Info

Deckers Outdoor Corporation, together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally.

Market Cap

$12.1B

Pitch Price

$112.29

Price Target

N/A

Dividend

N/A

EV/EBITDA

7.69

P/E

12.27

EV/Sales

2.10

Sector

Textiles, Apparel and Luxury Goods

Category

growth

Show full summary:
DECK: Together We Fly Higher

DECK: HOKA product transition phase over. US trend improved since April trough. Int'l expansion strong (prominent EU retail shelf). New models selling at full price, sizes selling out. Tariff concerns overdone. Street too pessimistic at 10% rev growth, $6.26 EPS. Realistic FY25 EPS $6.55-$7.25. Est $6.90 EPS, upside to both UGG/HOKA rev forecasts.