Added to YB: 2025-07-31
Pitch date: 2025-07-29
DECK [bullish]
Deckers Outdoor Corporation
-20.87%
current return
Author Info
M Squared Capital is a small-cap growth equity firm that invests in companies with long-term growth potential. We are a value-oriented firm that invests in companies with a strong balance sheet and a track record of growth. Sign up for the newsletter.
Company Info
Deckers Outdoor Corporation, together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally.
Market Cap
$12.5B
Pitch Price
$112.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.66
P/E
12.91
EV/Sales
2.05
Sector
Textiles, Apparel and Luxury Goods
Category
growth
DECK: Together We Fly Higher
DECK: HOKA product transition phase over. US trend improved since April trough. Int'l expansion strong (prominent EU retail shelf). New models selling at full price, sizes selling out. Tariff concerns overdone. Street too pessimistic at 10% rev growth, $6.26 EPS. Realistic FY25 EPS $6.55-$7.25. Est $6.90 EPS, upside to both UGG/HOKA rev forecasts.