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DEDECK

Deckers Outdoor Corporation

$DECK·$11B·Apparel - Footwear & Accessories·Consumer Cyclical
$85.71-1.0%YTD-17.0%1Y-10.2%
Price updated 2m ago·X counts updated 5d ago
DEDECK
$DECKDeckers Outdoor Corporation
$85.71-1.00%197 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $DECK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

197X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $DECK's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 87% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

Deckers is -60% from ATH but posters argue an 11 PE growing double-digits is asymmetric and it tops the 5D framework quality/valuation screen. NKE's drowning promotional cycle is flagged as a sector-drag risk; read is split between value opportunity and cyclical fear.

Read what X is saying about $DECK

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DECK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Deckers is down 60% from ATH and trades at 11x PE growing double-digits — but Nike's drowning promotional cycle is a sector drag.

Deckers Outdoor owns HOKA and UGG — two of the best-performing specialty footwear brands of the past decade. The stock has been crushed on sentiment plus the broader Nike-driven sector malaise.

  • The business is still elite: Q1 revenue +9% YoY at a 23% operating margin and ROIC of 32.7% — these are top-decile consumer-brand metrics, with HOKA's growth engine still intact.
  • 52-week range position is 5% at $79.57 — near-capitulation for a quality brand at 14.9x PE, with the stock dropping 60% from ATH on HOKA growth-rate normalization concerns.
  • The sector-drag is honest: Nike's drowning promotional cycle is a legitimate sector risk, with the thread showing a legitimate split between value-opportunity and cyclical-fear reads.

Oct 22 Q2 is the gate — any HOKA growth-rate confirmation plus UGG seasonal momentum extends the stock off the floor. Another HOKA deceleration or inventory-build and the stock stays pinned at the floor.

What to watch: Oct 22 Q2 — HOKA revenue growth, UGG seasonal performance, inventory levels, and FY27 guide. A HOKA deceleration or inventory build is the clear invalidator.

On the calendar: 2026-10-22 — Q2 earnings

Read the AI verdict on $DECK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Premium footwear company behind UGG (lifestyle) and HOKA (performance running), two high-growth brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Footwear & Accessories sits in its cycle right now — and what that implies for $DECK.

Apparel - Footwear & Accessories · Consumer Cyclical

No material change from last week — Legacy sportswear incumbents losing structural share as Nike hits a 12-year price low on China weakness and S&P 100 demotion.

What this means for $DECK

Neutral — Premium footwear company behind UGG (lifestyle) and HOKA (performance running), two high-growth brands.

Industry benchmark

6-name peer basket
-15.5%YTD
+4.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
32.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
23.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
40.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
57.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$0.94$0.88+7.3%
Q1 2026May 21, 2026$0.96$0.83+15.5%
Q4 2025Jan 29, 2026$3.33$2.77+20.2%
Q3 2025Oct 23, 2025$1.82$1.58+15.2%
Next earningsThu, Oct 22·consensus EPS $1.79

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$1.1B+9.0%55.7%13.6%$0.96$163.4M
Q3 FY26$2.0B+7.1%59.8%31.4%$3.34$1.0B
Q2 FY26$1.4B+9.1%56.2%22.8%$1.82$-13.9M
Q1 FY26$964.5M+16.9%55.8%17.1%$0.93$12.2M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.4B$5.4B – $5.5B$6.89$6.82 – $7.0219
FY27$5.9B$5.8B – $5.9B$7.53$7.46 – $7.5819
FY28$6.3B$6.2B – $6.5B$8.34$7.82 – $8.6219
FY29$6.7B$6.3B – $6.9B$9.36$7.93 – $10.9410
FY30$7.5B$7.2B – $7.6B$12.64$12.09 – $12.915

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.21%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 134.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 39 other (25 awards · 14 inkinds) in window

See when $DECK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteSep 158-K — Item 5.07: Shareholder vote
AI summary

Deckers Outdoor Corporation (DECK) held its 2026 Annual Meeting of Shareholders on September 14, with 87% of outstanding shares represented. All 10 incumbent directors were re-elected and three management proposals passed with no material opposition. This is a governance routine with no new business disclosures. The 87% participation rate reflects strong institutional engagement with Deckers, the maker of UGG and HOKA brands.

8-KMaterial agreementAug 318-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Deckers Outdoor Corporation entered into Amendment No. 1 to its Credit Agreement on August 27, 2026 with Citibank, N.A. as administrative agent (with HSBC, Citibank, and Fifth Third as joint lead arrangers), increasing its unsecured revolving credit facility to $500 million from the original December 19, 2022 commitment. Deckers owns HOKA, UGG, and Teva brands; upsizing the revolving credit facility provides incremental liquidity for high-growth product launches, inventory management, and potential capital return programs without structural leverage changes.

+ 10 other (2 proxys · 2 earnings 8-Ks · 2 13Gs · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Deckers (DECK) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·2d agoDeckers Brands Announces Conference Call to Review Second Quarter Fiscal 2027 Earnings Resultsbusinesswire.com·4d agoDeckers: A 9% Earnings Yield With Q2 Approachingseekingalpha.com·7d agoDeckers Outdoor Corporation (DECK) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·7d agoDeckers (DECK) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·9d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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