• Reported GAAP EPS of $0.96 down -4.00% YoY • Reported revenue of $1.12B up 9.55% YoY • Deckers guides for FY2027 net sales between $5.86B and $5.91B, expecting high-single-digit revenue growth and diluted EPS in the range of $7.30 to $7.45.
Bullish
Deckers achieved record full year revenue and EPS, driven by HOKA and UGG brand momentum. Deckers also increased its share repurchase authorization to $5B, demonstrating strong commitment to shareholder returns.
Bearish
Deckers experienced declining other brand sales and lower Q4 operating income and diluted EPS. Macroeconomic and geopolitical conditions, including inflation and supply chain issues, pose significant risks to Deckers' future outlook.