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DEDECK

Deckers Outdoor Corporation

$DECK·$13B·Apparel - Footwear & Accessories·Consumer Cyclical
$87.76+1.7%YTD-4.3%1Y-25.7%
Mentions · last 7 days
2026-08-19: 11 posts2026-08-20: 18 posts2026-08-21: 34 posts2026-08-22: 4 posts2026-08-23: 9 posts108+3%
Price updated 14h ago·X counts updated 6d ago
DEDECK
$DECKDeckers Outdoor Corporation
$87.76+1.66%108 posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DECK, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersSelling offAI verdict · as of 2026-08-29

Falling on heavy selling — points lower unless it turns around.

HOKA/UGG maker at 15x earnings and 19% of the 52-week range — cyclical peak-margin debate is playing out.

Deckers Outdoor owns HOKA (running/lifestyle sneakers) and UGG (comfort/lifestyle footwear) — the two brands that drove the stock from $200 to $2000 during 2021-2024 before the current drawdown. The current setup is a cyclical-peak-margin debate: whether the operating economics can be defended as competition intensifies.

What's actually here:

  • Revenue growth is decelerating but positive — Q4 fiscal 2026 of $1.11B grew 9% YoY on top of 7%, 9%, 17%; the deceleration from mid-teens to single-digit is real, but consensus FY27 revenue of $5.89B still implies continued growth.
  • The economics are still elite — 23% operating margin, 57% gross margin, 33% ROIC, and 8% FCF yield with essentially no debt (D/E 0.15); the P/E of 14.9x reflects a compressed multiple, not fundamentally weak economics.
  • The valuation is genuinely cheap for the quality — consensus FY27 EPS of $7.53 puts forward P/E at ~12x, which is below where the market typically prices a 30%+ ROIC apparel/footwear business; the multi-year-low framing from the Magic Formula screener bulls has fundamental support.
  • The tape is confirming the cyclical concern — position 19% of the 52-week range, 12% below the 50-day, 14% below the 200-day, on 1.01x volume; the DKS collapse dragging footwear sentiment lower per the sentiment is the specific sector-technical pressure.

The forward path is that Q1 fiscal 2027 earnings on Oct 22 confirming HOKA growth continuing above 15% with UGG margin stability supports the case that current levels are cyclical over-discount; a further growth deceleration confirms the peak-margin value-trap framing. The bear case is that HOKA competition (from ASICS Nimbus, ON Cloudmonster, Brooks Ghost Max) compresses HOKA's ASP and Deckers' consolidated margins step down structurally.

Agrees with X sentimentThe mixed X read is honest — the Magic Formula multi-year-low valuation is real, and the DKS-collapse-driven cyclical peak-margin value-trap concern is also grounded in the deceleration data; both sides have factual support.

What to watch: FQ1 fiscal 2027 earnings on Oct 22 — specifically HOKA revenue growth versus the 9% Q4 baseline and any UGG margin/pricing commentary. A HOKA deceleration below 15% confirms the value-trap framing.

On the calendar: 2026-10-22 — FQ1 2027 earnings

cyclical peak margin debatechart diverges from ops

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠18 posts analyzed · as of 2026-08-28 · top-engagement diverged

Sentiment splits between Magic Formula screener fans citing multi-year-low valuations and skeptics calling DECK a cyclical peak-margin value trap. The DKS collapse spills into the thread and drags footwear sentiment lower. Bulls point to Hoka runway; bears cite decelerating growth and a broken chart.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — full-price sell-through discipline and inventory health rebuilding weigh on margins while China tariff sourcing uncertainty adds cost pressure.

What this means for $DECK

Neutral — Premium footwear company behind UGG (lifestyle) and HOKA (performance running), two high-growth brands; limited read-through from apparel - footwear & accessories macro dynamics to this specific revenue mix.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-1.5%YTD
+0.1%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+6.8%
Q1 2026May 21, 2026$0.96$0.81+18.5%
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 $1.80

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$7.47 – $7.5918
FY28$6.3B$6.2B – $6.8B$8.35$7.77 – $8.6819
FY29$6.8B$6.4B – $7.0B$9.47$8.02 – $11.0810
FY30$7.5B$7.3B – $7.7B$12.64$12.22 – $13.035

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.1.0×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.19%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.-11.5%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.-14.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 135.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.β1.175-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

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.

+ 40 other (25 awards · 15 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
Free, forever. No credit card.

SEC filings

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

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 11 other (3 13Gs · 2 proxys · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

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

Deckers (DECK) Gains As Market Dips: What You Should Knowzacks.com·16h agoBreakfast News: Week in Reviewfool.com·1d agoWhy Deckers (DECK) is a Top Growth Stock for the Long-Termzacks.com·2d agoBreakfast News: Intuit's Guidance Gets Taxedfool.com·3d agoHere's Why Deckers (DECK) is a Strong Value Stockzacks.com·4d 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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