Added to YB: 2026-08-24
Pitch date: 2026-08-19
DECK [neutral]
Deckers Outdoor Corporation
Author Info
M Squared Capital is a small-cap growth equity firm that invests in companies with long-term growth potential. We are a value-oriented firm that invests in companies with a strong balance sheet and a track record of growth. 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
$12.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.66
P/E
12.91
EV/Sales
2.05
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Deckers Brands: This Deck Is Stacked In Investors Favor
DECK: Bears wrong on UGG peak, HOKA DTC slowdown & intl wholesale stuffing; stock flat YoY despite earnings likely +20% vs FY25, making it cheaper than Oct low ($80s). Mgmt forward commentary credible 1.5yrs. Bull case: 16.6% HOKA CAGR + MSD UGG = sustainable double-digit rev growth vs HSD guide.
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