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DEDECK

Deckers Outdoor Corporation

$DECK·$15B·Apparel - Footwear & Accessories·Consumer Cyclical
$106.49-2.3%YTD+2.1%1Y+5.2%
Mentions · last 7 days
2026-07-10: 60 posts2026-07-11: 18 posts2026-07-12: 33 posts2026-07-13: 73 posts2026-07-14: 7 posts2026-07-15: 16 posts2026-07-16: 13 posts223-2%
Price updated 2h ago·X counts updated 1d ago
DEDECK
$DECKDeckers Outdoor Corporation
$106.49-2.33%223 posts-2%
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 numbersWinding up for a moveAI verdict · as of 2026-07-16

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

Deckers (UGG + HOKA) at reasonable price — slowing growth doesn't break the compounder thesis.

Deckers Outdoor is the parent of UGG boots and HOKA running shoes — one of the most successful footwear-brand collections in the past decade, plus Teva and other outdoor brands. The stock is up 12% over the past year but has cooled with the general consumer-cyclical slowdown.

  • Revenue grew 9% YoY last quarter with a 14% operating margin — the growth has moderated from the earlier explosive pace, but the operating margin remains excellent and reflects continued brand strength.
  • Trades at 15x TTM earnings, 2.7x sales, and a 7.9% FCF yield — genuinely reasonable multiples for a business generating 33% ROIC and 41% ROE; the FCF is the durable case.
  • The Teva Fall 2026 collection announcement (July 15) plus continued HOKA product-line refresh signals ongoing brand-momentum investment — Deckers is 'eating Nike's lunch' per one bullish framing.
  • Zero insider transactions in the last 30 days at 58th percentile of 52-week range — clean absence of distributing signal, which is meaningful for a consumer-brand story.
  • 52-week position 58th percentile with position vs 50-day MA +2% — the tape is coiling in the mid-range; the July 23 earnings has to validate the FY27 outlook and multi-year financial framework.

July 23 Q1 FY27 earnings is where the growth trajectory either extends or contracts: revenue growth held plus specific HOKA and UGG commentary is what confirms the setup; a soft print or a Q2 guide reflecting continued deceleration is where the multiple compresses toward 12x. Real quality footwear franchise with real cash flow — the setup rewards continued brand execution and is defensible at these multiples.

What to watch: July 23 Q1 FY27 earnings — need revenue growth held and specific HOKA and UGG commentary. A soft print or Q2 guide reflecting continued deceleration is where the multiple compresses toward 12x.

On the calendar: 2026-07-23 — Q1 FY27 earnings

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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

Partial — Premium footwear company behind UGG (lifestyle) and HOKA (performance running), two high-growth brands; the full-price discipline and inventory health rebuild cycle is a secondary rather than primary near-term earnings catalyst.

Industry benchmark

4-name peer basket
+11.3%YTD
+63.6%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
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%
Q2 2025Jul 24, 2025$0.93$0.68+36.2%
Next earningsThu, Jul 23·consensus EPS $0.92

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$5.9B – $5.9B$7.49$7.39 – $7.5417
FY28$6.3B$6.2B – $6.8B$8.30$7.76 – $8.6718
FY29$6.8B$6.8B – $6.8B$9.51$8.39 – $10.949
FY30$7.5B$7.3B – $7.7B$12.64$12.35 – $13.124

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.58%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.+1.7%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.+4.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 137.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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

SellFeb 13Lauri M ShanahanDirector4.7K sh$538KSellFeb 13Anne SpangenbergPresident4.1K sh$471KSellFeb 13Robin Spring-greenPresident347 sh$39K
+ 27 other (18 awards · 9 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.

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

+ 8 other (3 13Gs · 2 earnings 8-Ks · 1 SD · 1 10-K) in window

Recent news

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

Deckers (DECK) Increases Despite Market Slip: Here's What You Need to Knowzacks.com·1d agoTeva Celebrates the Pursuit of Adventure with New Performance and Lifestyle Footwear from its Fall 2026 Collectionbusinesswire.com·3d agoDeckers Outdoor: The Slowing Growth Does Not Mean The Business Is Badseekingalpha.com·3d agoDeckers Brands Announces Conference Call to Review First Quarter Fiscal 2027 Earnings Resultsbusinesswire.com·4d agoDeckers Outdoor Corporation (DECK) is Attracting Investor Attention: Here is What You Should Knowzacks.com·5d 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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