DECK Deckers Outdoor Corp.

$DECK Hoka only expected to see single digit growth. The downfall is beginning. Meanwhile, $NKE running epected to grow double digits. In the end, Nike and Adidas always win. Sure, every now and then a challenging newcomer will bruise the giants but Fila, Puma, Reebok, New Balance, On, Hoka, Saucony, Salomon, Brooks, Asics… they’re always going to be the smaller fish.

$DECK Numbers are actually pretty solid. Tiny revenue miss + a little lower expected outlook -8%? Overreaction -> EPS beat + revenue miss suggests very strong margins.

$DECK Don't sell. This Wall Street scum wants you to sell and they will be buying your panic. Fuck em. Make them pay more for your shares

$DECK Record 1.4B revenue this quarter and also 300M in sharebuy backs and 4.4B left in buybacks and this still drops. Any other stock, would have pumped 20%

$DECK Wall Street knows retail is buried in this. They are just trying to force further capitulation in this so they can establish positions. Stay in it. They are manipulative scum. Play their game and don't sell

$DECK Domestic sales weak but international 9%, nice. Hoka almost 7% growth... fine with this earnings. Just annoyed I could always buy after earnings on the dump instead of building a position last half the year 🫩. $227M more bought back. We'll be fine.

$DECK During the second fiscal quarter, the Company repurchased approximately 3.2 million shares of its common stock for a total of $299.3 million at a weighted average price paid per share of $93.65. Fiscal year to date through September 30, 2026, the Company repurchased approximately 6.5 million shares of its common stock for a total of $637.5 million at a weighted average price paid per share of $98.77. As of September 30, 2026, 4.4 b left on authorization. No debt unlike most apparel companies. Not wasting money on interest charges. FCF straight to buybacks. Hate apparel but when this gets cheap I look to break my no apparel rule.

$DECK watch 57 banks will downgrade this and it will trade up to $157 per share because both Wall Street and the markets are absolutely insane and nothing makes sense

$DECK this still true except operating earnings are growing $DECK Almost nothing needs to go right for this to be a profitable buy at these levels. The buyback alone takes this above $150 in three years and above $200 in 5 years.

$DECK retail is always too early thinking they know the bottom or value. They got to shake the tree very well until recovery

$DECK lets hooe it opens tomorrow as it stands now. I will load the boat. Makes zero sense to dump on a good quarter. Keep going with the buy backs, well done.

$DECK Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $2.31 up 26.92% YoY • Reported revenue of $1.48B up 3.47% YoY • Deckers Brands raised FY2027 diluted EPS guidance to $7.80 to $7.95; net sales are expected at $5.7B to $5.73B, gross margin approximately 58.5%, and operating margin approximately 23%.

$DECK sure looks like a bottom forming here. Reversal soon after this obvious seller exhaustion. Jump in the 77-80 range or chase later!

$DECK It is a PE of 10.... nothing to special but nothing to bad.... 10% buybacks within the next 12 months.... again nothing to special but not nothing......

$DECK earnings were actually really good and they always sandbag. They are managing this environment. Better than almost any company right now

$DECK if one listens to the earnings call, almost all numbers for most stocks reporting sound great, but everyone has different takes..

$DECK EPS beat pretty comfortably, 2.31 dollars vs about 1.82 dollars expected, but revenue missed at 1.481 billion dollars vs about 1.51 billion expected. Gross margin jumped to 60.5% from 56.2% a year ago, and tariff refunds helped the quarter. HOKA grew 6.8% to 677.2 million dollars and UGG grew 3.5% to 786.4 million dollars, both a bit light vs estimates. DTC comparable sales fell 6.4% too. Guidance split in two directions. Full-year sales were cut to 5.70 to 5.725 billion dollars from 5.86 to 5.91 billion, while the EPS guide went up to 7.80 to 7.95 dollars from 7.35 to 7.50, with the tariff refund benefit in there. Stock is down about 8% after hours.

$DECK Almost nothing needs to go right for this to be a profitable buy at these levels. The buyback alone takes this above $150 in three years and above $200 in 5 years.

$DECK Pleased I didn't buy at 90 and waited. Added here and waiting for my returns. This is beyond a bargain.

$DECK these analysts forecast and ratings never pan out. Invest in stocks with hold and sell ratings, seen several outperform, do the opposite of what they say