Wall Street expects Deckers Outdoor to report a consensus revenue of $1.87 billion and EPS of $2.77 for the quarter ending December 31, with the current stock price of $99.98 trading significantly below the average analyst target of $118.21. Investors are laser-focused on the growth momentum of the HOKA brand, particularly its ability to maintain double-digit expansion in the U.S. while scaling its international footprint under new CEO Stefano Caroti.
The report serves as a critical test for the HOKA-UGG growth engine following a volatile 2025 characterized by a major valuation reset and cooling retail environment. Analysts are specifically looking for management's guidance on potential 2026 footwear tariffs and whether the company can sustain its industry-leading gross margins of 56% amidst rising competitive pressures from rivals like On Holding.