The earnings call reflects a strong performance for the quarter with record-breaking results and optimism for continued growth, particularly in the UGG and HOKA brands. While there are challenges anticipated for the fourth quarter, including inventory limitations and cost pressures, the overall outlook remains positive, buoyed by increased guidance and international market expansion.

Company Guidance

During the Deckers Brands Third Quarter Fiscal 2025 Earnings Conference Call, the company provided optimistic guidance for the fiscal year. Highlights included a revenue growth expectation of 15%, driven by a 16% increase in UGG's global revenue to $1.2 billion and a 24% rise in HOKA's global revenue to $531 million. UGG saw balanced growth across direct-to-consumer (DTC) and wholesale channels, with significant gains in international markets. HOKA's expansion was supported by strategic product launches, including the Bondi 9 and Cielo X1, with strong consumer engagement at global events. The company anticipates a full-year gross margin of approximately 57% and an operating margin around 22%, despite challenges such as freight costs and foreign currency fluctuations. Deckers remains focused on long-term brand health, emphasizing innovation and strategic marketplace management.

Record-Breaking Third Quarter Performance

Deckers achieved its largest and most profitable quarter in history with revenue growing 17% to $1.8 billion, gross margins improving to 60.3%, and diluted earnings per share increasing 19% to $3. The notable performance was driven by strong demand for UGG and HOKA brands.

Strong Brand Performance and Growth

UGG global revenue increased 16% to $1.2 billion, and HOKA global revenue rose 24% to $531 million, with UGG and HOKA both maintaining high levels of full-price sales and driving growth across both DTC and wholesale channels.

Increased Fiscal Year Revenue Outlook

The company's fiscal year 2025 revenue outlook was raised to just above $4.9 billion, representing approximately 15% growth, marking the fifth consecutive year of mid-teens or higher growth.

International Market Expansion

International markets saw a rise of 28% in revenue, indicating strong global demand and strategic international expansion for Deckers brands.

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Deckers Outdoor (DECK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DECK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 26, 2018	2019 (Q1)	- / -0.98	-1.28	23.44% (+0.30)	―	―
Oct 25, 2018	2019 (Q2)	- / 2.38	1.54	54.55% (+0.84)	―	―
Jan 31, 2019	2019 (Q3)	- / 6.59	4.97	32.60% (+1.62)	―	―
May 23, 2019	2019 (Q4)	- / 0.85	0.5	70.00% (+0.35)	―	―
Jul 25, 2019	2020 (Q1)	- / -0.67	-0.98	31.63% (+0.31)	―	―
Oct 24, 2019	2020 (Q2)	- / 2.71	2.38	13.87% (+0.33)	―	―
Jan 30, 2020	2020 (Q3)	- / 7.14	6.59	8.35% (+0.55)	―	―
May 21, 2020	2020 (Q4)	- / 0.57	0.85	-32.94% (-0.28)	―	―
Jul 30, 2020	2021 (Q1)	- / -0.28	-0.67	58.21% (+0.39)	―	―
Oct 29, 2020	2021 (Q2)	- / 0.60	0.452	32.08% (+0.14)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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DECK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 30, 2025	$223.11	$177.36	-20.51%
Oct 24, 2024	$152.04	$168.11	+10.57%
Jul 25, 2024	$140.25	$149.12	+6.32%
May 23, 2024	$150.78	$172.15	+14.17%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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