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Deckers Outdoor (NYSE:DECK) keeps building quietly on two strong brands. 31 August 2026 04:00 AM PDT Summarize with AI You are reading a free article with opinions that may differ from the recommendation given by Kalkine in its paid research reports. Become a Kalkine member today to get access to its research reports, in-depth technical and fundamental research. Learn more Key Highlights Shares closed at $87.76 at their last session, up 1.66% on the day. Deckers reported record fiscal first-quarter 2027 net sales of about $1.020 billion, up 5.7% year over year, with HOKA up 7.7% and UGG up 4.9%. Direct-to-consumer sales surged 13% and international sales grew 8.4%, outpacing domestic growth. The company raised its full-year fiscal 2027 EPS guidance to about $7.35 to $7.50 and maintained its net-sales guidance of about $5.86 to $5.91 billion. Deckers Outdoor (NYSE:DECK) shares closed at $87.76 at their last session, up 1.66% on the day, as the footwear company behind the HOKA and UGG brands continues to deliver record sales. For investors, the combination of continued growth in its two powerhouse brands and a raised outlook is what makes the company worth a fresh look. Deckers designs and markets footwear and apparel, led by HOKA (performance running) and UGG (comfort and lifestyle), selling through wholesale partners and a growing direct-to-consumer channel. Its results depend on the growth of HOKA and UGG, its direct-to-consumer and international expansion, and its management of margins amid Tariff and cost pressures, in a competitive footwear market. Latest Developments In its fiscal first-quarter 2027 results (the quarter ended June 30, 2026), Deckers reported record net sales of about $1.020 billion, up 5.7% year over year, with HOKA Revenue up 7.7% to about $703.5 million and UGG up 4.9% to about $278.0 million. Gross Margin improved to 56.4%, and diluted EPS edged up to $0.94, supported by share repurchases. Direct-to-consumer sales surged 13% (with comparable sales up 6.8%), and international sales grew 8.4%, outpacing domestic. The company raised its full-year fiscal 2027 EPS guidance to about $7.35 to $7.50, maintained its net-sales guidance of about $5.86 to $5.91 billion, and noted its outlook did not assume the collection of previously paid tariff refunds. Financial and Business Position Deckers' record sales, its growth in HOKA and UGG, its strong direct-to-consumer and international expansion, and its raised EPS guidance reflect a healthy, well-managed footwear company with two powerful brands and improving margins. Its direct-to-consumer strength improves both margins and Brand control, and its international growth offers a long runway. Stock-Market Context Shares closed at $87.76 at their last session, up 1.66% on the day. The stock carries a favorable analyst rating in the data underlying this article, and the quiet strengthening reflects the record sales and raised guidance. The fresh-look case rests on HOKA and UGG sustaining growth, continued direct-to-consumer and international expansion, and margin strength. The cautionary case is the slower growth than in prior years, tariff and cost pressures, the two-brand concentration, and a premium valuation. Two Brands Still Delivering Durable Growth Deckers has become one of the more impressive stories in footwear, built on two brands that each command genuine consumer devotion, and its quarter demonstrated that the model continues to work even as growth moderates from its prior torrid pace. HOKA, the performance-running brand, remains the primary growth engine, and UGG, the comfort-and-lifestyle brand, continues to grow while defying expectations of seasonal or fashion-driven fade. Particularly encouraging was the mix of growth: direct-to-consumer sales surged 13% with positive comparable sales, which is higher-margin and gives Deckers more control over its brand presentation, while international sales outpaced domestic, pointing to a long runway of global expansion for brands that are still under-penetrated outside the United States. Improving gross margin and a raised full-year EPS outlook, achieved despite tariff pressures the company is not counting on recovering, reflect disciplined execution. Investors watching this story will want to see HOKA and UGG revenue growth continue, direct-to-consumer and international trends hold up, and gross margins withstand tariff pressure. For investors, the fresh-look case rests on HOKA and UGG sustaining growth while direct-to-consumer and international expansion and margin strength continue, proving the brands have durable, global staying power rather than peaking momentum. FAQs. Q: Where did Deckers Outdoor shares close at their last session? A: Shares closed at $87.76, up 1.66% on the day. Q: How did HOKA and UGG perform in the latest quarter? A: HOKA revenue grew 7.7% to about $703.5 million and UGG grew 4.9% to about $278.0 million, both contributing to record net sales of about $1.020 billion. Q: did Deckers raise its guidance? A: Yes, the company raised its full-year fiscal 2027 EPS guidance to about $7.35 to $7.50 and maintained its net-sales guidance of about $5.86 to $5.91 billion. Q: What are the main risks to Deckers' growth story? A: Slower growth compared with prior years, tariff and cost pressures, concentration in two brands, and a premium valuation are the key considerations for investors. Download Free Report - Explore 3 Stock Ideas & Industry Insights Unlock 3 stock ideas and key industry insights in its free report. This information is general in nature and does not consider your personal objectives, financial situation, or needs. 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Promising Luxury Goods stocks to watch now - august 28th. NIKE, lululemon athletica, Tapestry, Deckers Outdoor, and Ralph Lauren are the five Luxury Goods stocks to watch today, according to MarketBeat's stock screener tool. Luxury goods stocks are shares of publicly traded companies that design, produce, or sell high-end products and services, such as designer clothing, jewelry, watches, cosmetics, and premium automobiles. Investors often view these stocks as exposure to affluent consumer spending, brand strength, pricing power, and global economic trends, though they can be sensitive to recessions and shifts in consumer confidence. These companies had the highest dollar trading volume of any Luxury Goods stocks within the last several days. Track Stocks Bonds NIKE (nke). NIKE, Inc., together with its subsidiaries, designs, develops, markets, and sells athletic footwear, apparel, equipment, accessories, and services worldwide. The company provides athletic and casual footwear, apparel, and accessories under the Jumpman trademark; and casual sneakers, apparel, and accessories under the Converse, Chuck Taylor, All Star, One Star, Star Chevron, and Jack Purcell trademarks. Discover more Join Trading Exchanges SATA Stock Analysis lululemon athletica (LULU). Lululemon Athletica Inc., together with its subsidiaries, designs, distributes, and retails athletic apparel, footwear, and accessories under the lululemon brand for women and men. It offers pants, shorts, tops, and jackets for healthy lifestyle, such as yoga, running, training, and other activities. Tapestry (TPR). Tapestry, Inc. provides luxury accessories and branded lifestyle products in the United States, Japan, Greater China, and internationally. The company operates in three segments: Coach, Kate Spade, and Stuart Weitzman. It offers women's handbags; and women's accessories, such as small leather goods which includes mini and micro handbags, money pieces, wristlets, pouches, and cosmetic cases, as well as novelty accessories including address books, time management and travel accessories, sketchbooks, and portfolios; and belts, key rings, and charms. Deckers Outdoor (DECK). 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. The company offers premium footwear, apparel, and accessories under the UGG brand name; footwear, apparel, and accessories for ultra-runners and athletes under the HOKA brand name; and sandals, shoes, and boots under the Teva brand name. Ralph Lauren (RL). Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally. The company offers apparel, including a range of men's, women's, and children's clothing; footwear and accessories, which comprise casual shoes, dress shoes, boots, sneakers, sandals, eyewear, watches, fashion and fine jewelry, scarves, hats, gloves, and umbrellas, as well as leather goods, such as handbags, luggage, small leather goods, and belts; home products consisting of bed and bath lines, furniture, fabric and wallcoverings, floor coverings, lighting, tabletop, kitchen linens, floor coverings, dining, decorative accessories, and giftware; and fragrances. Discover more Daily Political Headlines Trade Financial Derivatives Political News Subscription

Deckers reported second-quarter results with revenue of $1.02 billion, meeting analyst estimates, whilst earnings per share of $0.94 beat expectations by 7.3%. Year-on-year revenue grew 5.7%. CEO Stefano Caroti attributed performance to strong demand for HOKA and UGG brands, particularly through direct-to-consumer channels. Operating margin declined to 15.2% from 17.1% the previous year, pressured by tariffs and higher operating expenses. The company maintained its full-year revenue guidance of $5.89 billion but issued earnings guidance of $7.43 per share, missing analyst estimates by 1%. Same-store sales rose 6.8% year on year. During the earnings call, analysts questioned management about product innovation, tariff impacts, direct-to-consumer sustainability, European promotional activity, and margin management strategies.