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Sentiment · FY2026 Q4
| Analyst | Firm | Questions (Challenge)Percentage 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 (Challenge)Percentage 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 posted record Q3 revenue of $1.96 billion with 7% growth and record EPS of $3.33 (up 11%), as HOKA grew 18% to $629 million and UGG hit a record $1.3 billion quarter with positive DTC inflection. FY2026 guidance was raised to $5.4-5.425 billion revenue and $6.80-6.85 EPS, with gross margin of 59.8% beating expectations as net tariff impact was dramatically reduced to approximately $25 million through validated pricing power.
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 |
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Iconic names like UGG Australia, Comme des Garçons are choosing Shopify to power their stores, expand their reach and deliver seamless experiences online and offline.”
Deckers' UGG brand is adopting Shopify to power its retail stores and omnichannel experience, an offline/enterprise customer win.
“Foot Locker is performing well with the brand.”
Deckers reports its brands performing well at wholesale customer Foot Locker, a positive read on that retailer's athletic-footwear traffic.
“Journeys had a good run with the brand.”
Deckers cites strong UGG/HOKA sell-through at wholesale retailer Journeys (Genesco), a positive read on that account's footwear performance.
“we are together with Brooks, #1, 2 in the run specialty channel.”
Deckers frames HOKA and Brooks as the top two brands in the U.S. run-specialty channel, positioning Brooks as a co-leader/close competitor.
“UGG will launch an aspirational product collaboration with the renowned Japanese fashion label, Sacai.”
Deckers' UGG brand is launching an aspirational product collaboration with Japanese fashion label Sacai as part of its brand-elevation activations.
“we did a test with Journeys which went well to try to attract the younger consumer. So we'll be systematically and slowly expanding with them.”
HOKA ran a successful wholesale test with footwear retailer Journeys to attract younger consumers and plans to expand the partnership gradually.
“During the third quarter, I collaborated to create special corner shop takeovers with Selfridges in London and Nordstrom in New York City. Both of these partnerships were activated with on-site events and media that drove great brand buzz and connections with consumers.”
UGG activated a special corner shop takeover with wholesale retail partner Selfridges in London, driving brand buzz through on-site events and media.
“During the third quarter, I collaborated to create special corner shop takeovers with Selfridges in London and Nordstrom in New York City. Both of these partnerships were activated with on-site events and media that drove great brand buzz and connections with consumers.”
UGG activated a special corner shop takeover with wholesale retail partner Nordstrom in New York, driving brand buzz through on-site events and media.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DECK Deckers Brands | 7 | +9.6% | |
| NKE NIKE, Inc. | 3 | -1.1% |