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- **Revenue & Profit Records**: Q3 revenue $1.96B (+7% YoY), EPS $3.33 (+11% YoY), driven by HOKA (+18%) and UGG (+5%).
- **Brand Momentum**: HOKA DTC +19%, UGG DTC +4%. New products like Cielo X1 3.0 and Lowmel franchise outperformed.
- **Guidance Raised**: FY26 revenue $5.4-5.425B, EPS $6.80-6.85, up 7-8% YoY. Operating margin 22.5%.
- **Tariff Resilience**: FY26 net tariff impact $25M vs. $110M unmitigated, offset by pricing and inventory management.
- **Expansion Plans**: HOKA targeting 25% U.S. athletic specialty penetration, UGG men's and 365 initiatives driving international growth.

**【CEO Summary Section】**
- **Record Q3 Revenue**: $1.96 billion, up 7% YoY, driven by 18% growth in HOKA and 5% in UGG. Global HOKA and UGG revenue increased 15% in international markets and 5% in the U.S.
- **Profit Growth**: Diluted EPS of $3.33, up 11% YoY, fueled by strong gross margins and cost control.
- **Brand Highlights**:
  - **HOKA**: DTC revenue +19%, wholesale +18%, with U.S. DTC growth inflecting positively. New products like Gaviota 6 and Cielo X1 3.0 performed well.
  - **UGG**: Record Q3 revenue ($1.3 billion), +5% YoY, with DTC and wholesale both +4%. Men's and 365 initiatives drove expansion.
- **Future Outlook**: Raised FY26 guidance to $5.4-5.425 billion revenue, with HOKA mid-teens growth and UGG mid-single digits. Target 22.5% operating margin.

**【CFO Financial Commentary】**
- **Revenue & Profit**: Q3 revenue $1.96B, +7% YoY. EPS $3.33, +11% YoY. Gross margin 59.8%, better than expected due to lower tariff impact.
- **Cost Management**: SG&A 28.5% of revenue, down 80bps YoY. Share buybacks ($349M in Q3) to contribute >$0.20 EPS in FY26.
- **Tariff Impact**: FY26 net impact ~$25M vs. $110M unmitigated. Q4 gross margin headwind ~200bps from tariffs.
- **Balance Sheet**: $2.1B cash, $633M inventory (+10% YoY). No debt, $1.8B remaining buyback authorization.

**【Q&A Key Highlights】**
- **HOKA Growth Drivers**: Product innovation (e.g., Cielo X1 3.0), DTC membership program success, and balanced DTC/wholesale growth.
- **UGG Channel Strategy**: Wholesale in-stocks managed to avoid markdowns, DTC used for late-season demand. FY27 UGG growth expected.
- **Tariff Mitigation**: Pricing actions offset ~$85M of $110M tariff impact. FY26 net tariff impact minimal due to inventory timing.
- **DTC Momentum**: HOKA DTC revenue per member and units per transaction outperformed average consumers. UGG DTC growth inflected in Q3.
- **Expansion Opportunities**: HOKA targeting 25% U.S. athletic specialty penetration, 40% China distribution, and 80% Europe run specialty share.


Deckers Outdoor Corporation (DECK) Q3 2026 Earnings Call Transcript

- **Revenue Beat**: Q2 $1.43B (+9% YoY), FY26 guidance $5.35B (+9%).
- **Profit Strength**: Q2 EPS $1.82 (+14%), FY26 EPS $6.30-$6.39.
- **Tariff Mitigation**: $150M tariff headwinds offset by $75-$95M price/cost actions.
- **Brand Momentum**: HOKA +15% first-half, UGG international +38%.
- **Innovation Lead**: Mafate family 10%+ of HOKA revenue, UGG Mel franchise +100% YoY.

**【CEO Summary Section】**
- Q2 revenue grew 9% YoY to $1.43B, driven by 11% HOKA and 10% UGG growth. First-half revenue rose 12% to $2.8B.
- HOKA gained 2pts of U.S. road running market share, with 15% first-half growth. UGG international sales surged 38%, led by Europe and China.
- U.S. consumer sentiment remains cautious, but DTC channels show sequential improvement for HOKA and UGG.
- Spring '26 product launches (Mafate X, Zora Ballet Flat) are outperforming expectations, with strong sell-through rates.
- Targeting 50/50 DTC/wholesale balance, with HOKA DTC up 8% in Q2 and UGG DTC down 10% due to wholesale channel strength.

**【CFO Financial Commentary】**
- Q2 GAAP EPS of $1.82 (+14% YoY) beat estimates, driven by 56.2% gross margin (up 30bps YoY) and $282M share buybacks.
- FY26 guidance: $5.35B revenue (+9%), 56% gross margin, $6.30-$6.39 EPS. Tariffs expected to cost $150M, partially offset by $75-$95M in price/margin mitigation.
- Inventory up 7% to $836M, with strong spring '26 order books and healthy sell-through rates.
- Tax rate of 21.7% in Q2 (vs. 24% prior year) due to one-time benefits.

**【Q&A Key Highlights】**
- **Tariff Impact**: Q2 tariff headwinds delayed due to inventory timing, but FY26 back half expected to face $150M unmitigated tariff costs.
- **DTC/Wholesale Split**: Q3/Q4 DTC growth accelerating as wholesale shipments anniversary. HOKA DTC up 8% in Q2, UGG DTC down 10% due to wholesale channel strength.
- **Consumer Elasticity**: Price increases for premium brands have not hurt demand; HOKA sell-through rates remain strong despite U.S. macro uncertainty.
- **Product Innovation**: HOKA's Mafate family now 10%+ of revenue, UGG's Mel franchise up >100% YoY. Spring '26 order books reflect strong consumer interest.
- **Long-Term Growth**: HOKA targeting billions in incremental market share, UGG maintaining 50+ year legacy with 365-day product strategy.

Deckers Outdoor Corporation (DECK) Q2 2026 Earnings Call Transcript

- **Revenue Growth**: Q1 FY26 revenue up 17% to $965M, driven by HOKA (+20%) and UGG (+19%) outperformance.
- **International Dominance**: International revenue up 50% YoY, with EMEA and APAC leading HOKA/UGG expansion.
- **Gross Margin Pressure**: 55.8% gross margin (-110bps YoY) due to tariffs, promotions, and freight costs.
- **Tariff Mitigation**: $185M FY26 impact, with $75M mitigation via price increases and cost-sharing.
- **Share Buybacks**: $183M repurchased in Q1, $2.4B remaining under authorization.

**【Management Opening Remarks】**
- Erinn Kohler introduced the call, emphasizing forward-looking statements and the company's safe harbor policy.
- Stefano Caroti highlighted Q1 FY26 success, with revenue up 17% to $965M and EPS up 24% to $0.93, driven by HOKA and UGG outperformance.
- CEO emphasized international growth (50% YoY) and U.S. consumer challenges, while maintaining full price integrity.

**【CEO Commentary】**
- **HOKA Performance**: Q1 revenue $653M (+20% YoY), driven by 30% wholesale growth (EMEA, APAC expansion) and 3% DTC growth. Arahi 8 launch success with double-digit sell-through in EMEA and China.
- **UGG Performance**: Q1 revenue $265M (+19% YoY), 30% wholesale growth (men's sandals, 365 initiative) offset by 1% DTC decline. PeakMod style success in U.S., EMEA, and China.
- **Strategic Focus**: Innovation pipeline, brand campaigns (HOKA's "Together We Fly Higher"), and disciplined wholesale expansion.

**【CFO Financial Commentary】**
- **Revenue**: $965M (+17% YoY), above high-end guidance by $55M due to earlier shipments and reorders.
- **Gross Margin**: 55.8% (-110bps YoY) due to channel mix, promotions, and freight costs, partially offset by product mix and FX.
- **SG&A**: $373M (+11% YoY), 38.6% of revenue, driven by marketing, logistics, and store expansion.
- **Tariffs**: FY26 impact estimated at $185M (up from $150M), with $75M mitigation via price increases and cost-sharing.
- **Cash & Inventory**: $1.7B cash, $849M inventory (+13% YoY), $183M share buybacks.

**【Q&A Highlights】**
- **HOKA Channel Dynamics**: Q2 expects balanced growth (10% wholesale, DTC improvement), with U.S. DTC sequential improvement but still lagging international.
- **Inventory Management**: Bondi 8/Clifton 9 inventory cleared, Arahi 8 launch strong with no channel overlap.
- **Tariff Mitigation**: Price increases phased through FY26, no material impact on order books yet.
- **DTC Expansion**: 48 owned stores globally, focus on Europe and APAC with new retail leader.
- **Promotional Activity**: Q1 promotions up vs. prior year, expecting normalized levels in FY26.

Deckers Outdoor Corporation (DECK) Q1 2026 Earnings Call Transcript

- **Record Growth**: 16% revenue, 30% EPS, 230 bps margin expansion highlight 5-year CAGR of 19%+.
- **HOKA Breakthrough**: 24% growth, 50% U.S. awareness, 34% international sales reflect technical innovation and brand building.
- **UGG Resilience**: 13% growth, 39% international sales, and triple-digit men's growth show lifestyle diversification success.
- **2026 Challenges**: $150M tariffs, but 50%+ cost mitigation via price increases and partnerships.
- **Strategic Focus**: 50-50 DTC/wholesale, international expansion, and 365 wearability drive long-term growth.

**【CEO Summary Section】**
- Fiscal 2025 revenue reached $4.986 billion, up 16% YoY, driven by HOKA (+24%) and UGG (+13%).
- Gross margin expanded 230 bps to 57.9%, operating margin rose 200 bps to 23.6%, and EPS increased 30% to $6.33.
- HOKA achieved $2.2 billion in revenue, with international sales at 34% and U.S. sales at $1.5 billion.
- UGG reached $2.5 billion, with international sales at 39% and U.S. sales at $1.5 billion.

**【HOKA Brand Highlights】**
- Global wholesale +24%, DTC +23%, international +39%.
- Bondi 9 and Clifton 10 models launched mid-January with strong wholesale sell-through.
- U.S. brand awareness 50% (vs. 25% last year), international 30% (vs. 20%).
- New Experience Center in Shanghai features tech labs and personalization stations.

**【UGG Brand Performance】**
- Tasman slipper, Ultra Mini boot, and Lowmel sneaker franchises drove growth.
- Men's product initiatives tripled full-price sell-through in China.
- 365 wearability strategy: 25% of revenue now comes from non-winter products.

**【CFO Financial Recap】**
- Q4 2025 revenue: $1.02 billion (+6% YoY)
  - HOKA: $426M incremental revenue
  - UGG: $2.5B with 13% growth
- Gross margin: 56.7% (+50 bps YoY)
- EPS: $1.00 (+22% YoY)
- FY2025 free cash flow: $900M+; share buybacks: $567M

**【2026 Outlook】**
- Up to $150M tariff impact on COGS
- HOKA: mid-teens growth; UGG: mid-single-digit
- Gross margin headwinds from tariffs, promotions, materials
- SG&A: 34.2% of revenue vs. 34% last year
- Share buyback authorization increased to $2.5B

**【Q&A Key Takeaways】**
- HOKA U.S. DTC decline due to in-store model transitions and macro uncertainty
- International DTC growth offset U.S. weakness
- UGG men's business outperformed women's 2:1
- Inventory up 4% YoY due to tariff mitigation and Europe warehouse transition

Deckers Outdoor Corporation (DECK) Q4 2025 Earnings Call Transcript

- **Revenue Record**: Q3 revenue of $1.83 billion (+17% YoY), driven by UGG (+16%) and HOKA (+24%).
- **Profit Growth**: EPS up 19% to $3.0, with gross margin at 60.3%.
- **HOKA Innovation**: Bondi 9 launch success and Cielo X1 2.0 set for February.
- **International Expansion**: 28% growth in international markets, China leading HOKA DTC.
- **Future Outlook**: FY25 revenue target raised to $4.9 billion (+15% YoY), with focus on disciplined growth and margin sustainability.

**【CEO Summary Section】**
- **Record Q3 Performance**: Revenue of $1.83 billion (+17% YoY), driven by UGG (+16%) and HOKA (+24%). Gross margin improved to 60.3%, and EPS rose 19% to $3.0.
- **UGG Highlights**: Global DTC growth of 16%, with double-digit consumer acquisition and retention. Key products like Tasman and Ultra Mini franchises saw strong sell-through, and the Lowell collection doubled in the U.S. and EMEA.
- **HOKA Momentum**: Q3 revenue of $531 million (+24% YoY), with China contributing the largest DTC growth. Bondi 9 launch exceeded expectations, and Cielo X1 2.0 is set for February release.
- **Long-Term Strategy**: Focus on international expansion (28% growth), DTC/wholesale balance (19% growth), and phasing out Koolaburra brand by FY26.

**【CFO Financial Commentary】**
- **Q3 Financials**: GAAP net income of $420 million, with Non-GAAP EPS of $3.0 (+19% YoY). Gross margin expanded 160 bps to 60.3% due to full-price selling and product mix.
- **Guidance Update**: Full-year revenue now expected at $4.9 billion (+15% YoY), up from prior 12% target. Operating margin revised to ~22%, with EPS range of $5.75–$5.80.
- **Q4 Outlook**: FX headwinds (~50 bps) and freight costs (~150 bps) expected to impact gross margin. HOKA Q4 will be largest volume quarter, while UGG faces inventory constraints post-Q3 outperformance.

**【Q&A Key Themes】**
- **Brand Management**: Emphasis on pull-model inventory management to maintain brand health. HOKA's controlled distribution and innovation (e.g., Bondi 9) drive long-term growth.
- **International Growth**: International markets up 28% YoY, with China leading HOKA DTC. UGG Men's and hybrid styles gaining traction globally.
- **Sustainability**: No limitations to $5–$6 billion target; disciplined reinvestment in marketing and innovation supports margin resilience.
- **Risks**: FX volatility, inflation, and supply chain disruptions noted as key risks for FY25 and beyond.

Actual											0.095	-0.0467	0.5967	1.4983	0.1967	0.285	0.61	1.4033	0.4183	0.2767	0.6333	1.7467	0.5767	0.4017	1.1367	2.5183	0.825	0.7533	1.59	3	1	0.93	1.82	3.33
Forecast											0.0154	-0.1843	0.4467	1.1908	0.1216	-0.0151	0.6263	1.3869	0.2174	0.2019	0.6145	1.5991	0.4475	0.3712	0.739	1.9147	0.4948	0.5799	1.2371	2.5824	0.6043	0.6833	1.5838	2.7667
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+516.88%	+74.66%	+33.58%	+25.82%	+61.76%	+1987.42%	-2.60%	+1.18%	+92.41%	+37.05%	+3.06%	+9.23%	+28.87%	+8.22%	+53.82%	+31.52%	+66.73%	+29.90%	+28.53%	+16.17%	+65.48%	+36.10%	+14.91%	+20.36%

DECK

DECK fundamentals

DECK Q3 2026 Earnings

Earnings Call

You can ask Aime

DECK

DECK fundamentals

DECK Q3 2026 Earnings

Earnings Call

DECK Earnings Call Summary for Q3/20264:30 PM on Jan 29, 2026

DECK Earnings Call Summary for Q2/20264:30 PM on Oct 23, 2025

DECK Earnings Call Summary for Q1/20264:30 PM on Jul 24, 2025

DECK Earnings Call Summary for Q4/20254:30 PM on May 22, 2025

DECK Earnings Call Summary for Q3/20254:30 PM on Jan 30, 2025

You can ask Aime