Added to YB: 2025-11-14
Pitch date: 2025-11-10
DECK [neutral]
Deckers Outdoor Corporation
+25.38%
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
$80.70
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
value
DECK: UGGly Stocks Are Often The Most Attractive
DECK (update): Down 65% from highs despite unchanged long-term story. Valid near-term US growth concerns, though Q2 improved per guidance. Wholesale sell-in clouds true demand picture. Research shows two healthy brands vs peers, promotional analysis favorable. DTC expected to improve sequentially. Critical view of consensus expectations.