Fri, May 23, 4:56 PM (24 days ago)
**Deckers Outdoor Corporation (DECK)** **Financial Performance (Fiscal Year 2025):** - **Revenue:** $4,985,612,000, up 16.3% YoY. - **Gross Margin:** 57.9%, up 230 basis points YoY. - **Operating Expenses:** $1,706,571,000, up 17.1% YoY. - **Net Income:** $966,091,000, up 27.2% YoY. - **Earnings per Share (EPS):** $6.33, up 30.2% YoY. **Strategic Overview:** - **Brand Performance:** UGG and HOKA brands drove growth, with UGG up 13.1% and HOKA up 23.6%. - **Channel Performance:** Wholesale sales increased 17.4%, and DTC sales increased 14.8%. - **Geographic Performance:** Domestic sales increased 11.3%, and international sales increased 26.3%. **Future Outlook:** - **Growth Strategies:** Focus on expanding HOKA and UGG brands, investing in DTC channels, and optimizing retail store footprint. - **Risk Factors:** Supply chain disruptions, geopolitical tensions, and changes in consumer preferences. **Financial Condition:** - **Liquidity:** Strong liquidity position with $1,889,188,000 in cash and cash equivalents. - **Debt:** No outstanding debt under revolving credit facilities. **Market Position Changes:** - **Brand Positioning:** UGG and HOKA brands continue to gain market share. - **Competitive Landscape:** Intensifying competition, particularly in the performance and lifestyle segments. **Amendments (if applicable):** - **Changes:** No significant amendments noted in the provided text.