Added to YB: 2026-08-24
Pitch date: 2026-08-19
DECK [neutral]
Deckers Outdoor Corporation
-3.8%
current return
Author Info
M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.
Company Info
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.
Market Cap
$11.5B
Pitch Price
$90.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.99
P/E
11.88
EV/Sales
1.87
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Deckers Brands: This Deck Is Stacked In Investors Favor
DECK: Bears wrong on UGG peak, HOKA DTC slowdown & intl wholesale stuffing; stock flat YoY despite earnings likely +20% vs FY25, making it cheaper than Oct low ($80s). Mgmt forward commentary credible 1.5yrs. Bull case: 16.6% HOKA CAGR + MSD UGG = sustainable double-digit rev growth vs HSD guide.
Read full article (2 min)