Deckers Outdoor faces challenges with HOKA brand and tariffs, leading to stock downgrade
From Yahoo Finance: 2025-05-23 13:15:00
Deckers Outdoor Corporation (NYSE: DECK) shares are down after Q4 results beat estimates. Revenue was $1.02 billion and earnings were $1 per share, higher than analyst estimates. F1Q26 guidance of $890M-$910M and earnings of 62-67 cents per share were lower than estimates. Analysts Ashley Owens and Dana Telsey downgraded the stock due to concerns about HOKA’s future trajectory. Owens cited weaker customer acquisition, macroeconomic pressures, and strategic shifts affecting brand momentum. Telsey noted strong Q4 results but lowered price forecast due to uncertain revenue outlook.
Read more at Yahoo Finance: Deckers Outdoor’s Competitive Edge Eroding As HOKA Slows, Tariffs Mount: Analyst