Loading…
Loading…
Sentiment · FY2026 Q4
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Sam Poser | Williams Trading | 16 | 6% |
| Laurent Vasilescu | BNP Paribas | 14 | 0% |
| Jay Sole | UBS | 10 | 0% |
| Jon Komp | Robert W. Baird | 10 | 10% |
| Rick Patel | Raymond James | 9 | 0% |
| John Kernan | TD Cowen | 8 | 0% |
| Adrienne Yih | Barclays | 6 | 0% |
| Paul Lejuez | Citigroup | 5 | 0% |
| Dana Telsey | Telsey Advisory Group | 2 | 0% |
| Peter McGoldrick | Stifel | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Williams Trading | 1 | 16 | 6% |
| BNP Paribas | 1 | 14 | 0% |
| Robert W. Baird | 1 | 10 | 10% |
| UBS | 1 |
| 10 |
| 0% |
| Raymond James | 1 | 9 | 0% |
| TD Cowen | 1 | 8 | 0% |
| Barclays | 1 | 6 | 0% |
| Citigroup | 1 | 5 | 0% |
Deckers closed fiscal 2026 with Q4 revenue up 9.6% to $1.12 billion, driven by HOKA's largest-ever quarter at $671 million (+15%) and UGG at $409 million (+9%). Q4 gross margin expanded 90 basis points to 57.6% on full-price selling and lower freight, but EPS dipped to $0.96 from $1.00 as management deliberately pulled forward marketing and technology investments to set up FY2027. For the full year, Deckers delivered record revenue of nearly $5.5 billion (+10%) and record EPS of $7.02 (+11%), while introducing a multi-year framework targeting high-single-digit revenue and low-double-digit EPS growth through FY2030.
Demand | Competitive Dynamics | Revenue Growth | Product Launch | Geographic Expansion | Margin | Trade Tariffs | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 6 | 2 | 2 | 2 | 2 | 1 | 1 | 1 |
| 2025Q3 | 1 | 4 | 3 | 4 | 2 | 4 | ||
| 2025Q4 | 6 | 4 | 3 | 2 | 3 | 2 | 1 | |
| 2026Q1 | 5 | 2 | 1 | 2 | 3 | 3 | 2 | 2 |
| 2026Q2 | 5 | 2 | 5 | 2 | 3 | 3 | 1 | |
| 2026Q3 | 9 | 6 | 2 | 3 | 1 | 1 | ||
| 2026Q4 | 5 | 4 | 3 | 2 | 3 | 2 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Demand | 6 | 1 | 6 | 5 | 5 | 9 | 5 |
| Competitive Dynamics | 2 | 4 | 4 | 2 | 2 | 6 | 4 |
| Revenue Growth | 2 | 3 | 3 | 1 | 5 | 2 | 3 |
| Product Launch | 2 | 4 | 2 | 2 | 2 | 3 | 2 |
| Geographic Expansion | 2 | 2 | 3 | 3 | 1 | 3 | |
| Margin | 1 | 4 | 3 | 3 | 2 | ||
| Trade Tariffs | 1 | 2 | 2 | 3 | 1 | ||
| Pricing | 1 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DECK Deckers Brands | 7 | +9.6% | |
| NKE NIKE, Inc. | 5 | +0.1% |