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

$DECK $NKE Bullish Nike take after Deckers print -8% pre-market. Everyone treated HOKA/Deckers as the clean answer to a broken Nike. Turns out the premium growth challenger is now running into the exact same consumer caution and promotional environment that was supposedly just a Nike problem. When the category gets tougher across the board and the “better” growth story starts slowing, the extreme negativity on Nike starts looking one-sided. Scale, brand, and existing distribution matter a lot more once the market shifts from pure growth to selective spending and discounting. The thing that was supposed to be eating Nike’s lunch is now facing its own headwinds. The gap in expectations narrows. Hated incumbent, normalising challenger, that’s usually when the setup gets interesting for Nike.

$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 here is the setup. Load here,.. As soon as oil starts to come down, bullish sentiment will return. Heading into Q4, spending will be strong and people will be out shopping to the gills. The big money is trying to caputulate retail further. On the flipside, you have DECK investing another billion into share buybacks, increasing their holdings and tightening the float. Big money scum would love for this to fade lower, but this may very well be the bottom, due to all the crosscurrents happenings right now.. You want to be in the stock ahead of the move up, not later.. Games are going to be played in this.

$DECK Four reasons to start a position near the $78 level: 1-Net cash position 2-EV/EBITDA in the high single digit 3-The stock usually recovers in November 4-High institutional ownership

$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

$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 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 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 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 Gen Z is swapping alcohol and nightclubs for run clubs—and HOKA is the official uniform. This isn't just running; it's a structural shift into everyday lifestyle footwear that expands DECK's market way beyond core marathoners. At 11x forward earnings with $1.6B cash, zero debt, and 33%+ ROIC, Wall Street is mispricing a compounding lifestyle giant as a cyclical shoe stock. $QQQ

$DECK Way too oversold and the earnings were good . Too much overthinking. I would buy at 79 .

$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 Lol he said the same today about Deck..Well Nike up 10% since Oct 7th when he said " Nike is dying and dont be a reta...Sell it.."Guess whose the.... Deck will do the same and I will repost it up 10% ..maybe 20%..