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Record income and strategically …

  • Revenue: Rose by 16% in the 2025 financial year compared to the previous year to $ 4.986 billion.

  • Gross marge: Extended 230 basis points to 57.9% for the 2025 financial year.

  • Operating range: Improved 200 basis points to 23.6% for the 2025 financial year.

  • Result per share (EPS): Rose by 30% to $ 6.33 for the 2025 financial year.

  • Hoka income: Rose 24% to 2.2 billion US dollars for the 2025 financial year.

  • UGG income: Rose by 13% to 2.5 billion US dollars for the 2025 financial year.

  • Cash and equivalent: 1.9 billion US dollars on March 31, 2025.

  • Inventory: $ 495 million by 4% compared to the previous year.

  • Share buyback: Shares worth 567 million US dollars bought back in the 2025 financial year.

  • Sales in the fourth quarter: $ 1.02 billion, 6% compared to the previous year.

  • Gruttom margin in the fourth quarter: 56.7%, a 50-basis rise from year to year.

  • EPS in the fourth quarter: $ 1, an increase of 22% compared to the previous year.

Appearance date: May 22, 2025

You can find the complete copy of the earnings call in the complete earnings call.

  • Deckers Outdoor Corp (NYSE: DECK) reported a record performance for the 2025 financial year with a turnover of 16% to almost 5 billion US dollars.

  • The company achieved a gross coating expansion from 230 basis points to 57.9% and an improvement in the operational margins from 200 basis points to 23.6%.

  • The result per share increased by 30% to $ 6.33 and shows a strong financial service.

  • Hoka Brand's turnover rose by 24% to 2.2 billion US dollars, with international expansion and increasing brand awareness being significant.

  • The turnover of the UGG brand rose by 13% to 2.5 billion US dollars, which is due to strong growth over channels and regions, especially in international markets.

  • The company faces a macroeconomic uncertainty in connection with global trade policy and influences the 2026 financial year.

  • Deckers Outdoor Corp (NYSE: DECK) expects an increased cost of up to 150 million US dollars due to tariffs and potential demand erosion.

  • The direct-to-consumer growth of Hoka in the USA was suspended due to modeling changes and macroeconomic factors.

  • The company expects a decline in gross margin in the 2026 financial year due to increased tariffs, higher advertising activity and unfavorable canal mix.

  • Deckers Outdoor Corp (NYSE: Deck) is careful with consumer expenses in the USA, which could affect demand and growth forecasts.

Q: Can you give more details to slow down the DTC sales of Hoka in the USA and your trust in the brand's competitive position? A: Steven Fasching, CFO, explained that the slowdown on the US DTC channel was isolated, with the international DTC cut off well. The pressure was expected due to an extended wholesale distribution and model change. The company is still confident of supporting Hoka's long -term growth potential with strong international and wholesale performance. CEO Stefano Caroti emphasized the strong basis of the brand and the long -term expectations remain unchanged.

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