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Showing posts with label DECK. Show all posts
Showing posts with label DECK. Show all posts

Tuesday, April 2, 2024

Best Performing Stocks in the Last 25 Years

These are the top-performing stocks between April 2, 1999 and April 2, 2024.

TickerName25Y Price Return25Y Total ReturnMarket Cap
MNSTMonster Beverage Corp138536.31%138536.31%$58.98B
DECKDeckers Outdoor Corp117084.92%117084.92%$23.32
NVDANVIDIA Corp104647.79%114072.42%$2.25T
AAPLApple Inc52367.96%61880.52%$2.63T
ODFLOld Dominion Freight Line Inc44766.66%46010.63%$47.93B
MIDDThe Middleby Corp23152.99%23892.68%$8.26B
CLHClean Harbors Inc23064.44%23064.44%$10.62B
ANSSAnsys Inc19039.60%19039.60%$30.27B
NVRNVR Inc18625.25%18625.25%$25.22B
TPLTexas Pacific Land Corp17344.24%22260.03%$13.40B

Thursday, February 1, 2024

===Deckers Outdoor (DECK) reported earnings on Thur 1 Feb 24 (a/h)

 


Deckers Outdoor beats by $3.63, beats on revs; guides FY24 EPS above consensus, revs in-line
  • Reports Q3 (Dec) earnings of $15.11 per share, $3.63 better than the FactSet Consensus of $11.48; revenues rose 16.0% year/year to $1.56 bln vs the $1.45 bln FactSet Consensus.
    • GG brand net sales increased 15.2% to $1.072 billion compared to $930.4 million.
    • HOKA brand net sales increased 21.9% to $429.3 million compared to $352.1 million.
    • Teva brand net sales decreased 16.2% to $25.6 million compared to $30.5 million.
    • Sanuk brand net sales decreased 28.9% to $4.0 million compared to $5.6 million.
    • Other brands, primarily composed of Koolaburra, net sales increased 10.0% to $29.6 million compared to $26.9 million. 
  • Co issues guidance for FY24, sees EPS of $26.25-26.50 vs. $24.18 FactSet Consensus; sees FY24 revs of ~$4.15 bln vs. $4.1 bln FactSet Consensus.
    • Gross margin is now expected to be approximately 54.5%.
    • Operating margin is now expected to be approximately 20%.
  • The knock on DECK over the years has been that it has been a one trick pony, with just the Ugg brand. However, Hoka (running shoes) has been emerging as that long-awaited second star in DECK's arsenal and helps smooth out DECK's seasonality. It is now DECK's second largest brand and its fastest grower. Its other brands are smaller: Teva (sandals, boots), Sanuk (sandals) and Koolaburra (sheepskin footwear).

Saturday, January 27, 2024

Earnings this week : Jan 29 - Feb 2, 24 (wk 5)

Monday (Jan 29)
  • Morning: CR BEN PPBI PHG SOFI
  • Afternoon: ARE CADE CALX CSWC CLF ELS FFIV GGG HLIT HTLF HP NUE PCH SANM SMCI WHR WWD
Tuesday (Jan 30)
  • Morning: AOS CVLT GLW DHR FCF GM HCA HOPE HUBB JBLU JCI MBUU MAN MDC MPC MPLX MSCI PNR PFE PII PHM SYY UPS
  • Afternoon: AMD GOOG APAM ASH AX BXP CB EA ENVA EQR FIBK FBIN HA JNPR LC LFUS MANH MTCH MSFT MOD MDLZ RNR RHI SWKS SBUX SYK TER UMBF UNM
Wednesday (Jan 31)
  • Morning: APTV ADP AVY AVT BA BSX BV EAT COR CMCO EVR EXTR FTV GSK GPI HES HESM LII MKTX MA NAVI NDAQ NYCB NVS ODFL OTIS PSX ROK ROP SLGN SLAB TEVA TMO UMC
  • Afternoon: EGHT AFL ALGN AVB AXS BHE BOOT BDN CHRW CCS CNMD CLB CTVA CACC DGII FLEX THG KLIC LSTR MXL MTH MET MTG PTC QRVO QCOM RYN SEIC SIGI TTEK UGI VSTO WOLF
Thursday (Feb 1)
  • Morning: FLWS ALGM MO ATI ATKR BALL BDX BR BIP BC CAH CMS DLX LPG DOV ETN EPD HON HII ITW IP JHG KEX LANC LAZ MTSI MRK OCSL PH PTON PBI DGX RVTY RCL SBH SNY SNDR SIRI SR SWK SXC TECH TSCO TT WNC WEC WRK
  • Afternoon: ATGE AMZN AAPL TEAM BZH CPT CLFD CLX COLM COUR DECK DLB DXC EMN EXPO GEN HIG HOLX HLI HUBG KMPR LESL LPLA META MCHP MTX NOV POST RGA SKX SNCY SKYW X VIAV
Friday (Feb 2)
  • Morning: ABBV AON BMY CHTR CVX CHD XOM GWW IMO LYB PIPR REGN SAIA CI TWST WT
  • Afternoon: CBOE

Thursday, May 19, 2022

Deckers Outdoor (DECK) reported earnings on Thur 19 May 22 (a/h)

 

Deckers Outdoor beats by $1.19, beats on revs; guides FY23 EPS in-line, revs above consensus
  • Reports Q4 (Mar) earnings of $2.51 per share, $1.19 better than the S&P Capital IQ Consensus of $1.32; revenues rose 31.1% year/year to $736 mln vs the $639.81 mln S&P Capital IQ Consensus.
    • Gross margin was 48.7% compared to 53.2% last year.
    • UGG brand net sales increased 24.7% to $374.6 million compared to $300.5 million.
    • HOKA brand net sales increased 59.7% to $283.5 million compared to $177.5 million.
    • Teva brand net sales decreased 8.8% to $54.8 million compared to $60.2 million.
    • Sanuk brand net sales decreased 1.7% to $11.9 million compared to $12.1 million.
    • Other brands, primarily composed of Koolaburra, net sales increased 2.4% to $11.2 million compared to $10.9 million.
  • Co issues guidance for FY23, sees EPS of $17.40-18.25 vs. $18.11 S&P Capital IQ Consensus; sees FY23 revs of $3.45-3.50 bln vs. $3.44 bln S&P Capital IQ Consensus.

Monday, May 16, 2022

Earnings this week : May 16 - 20, 22 (wk 20)

Monday (May 16)
  • Morning:  YOU CGEN MNDY TSEM WRBY WEBR WIX
  • Afternoon: AUTO  CCSI GAN GLBE SHLS SSYS TTWO TME
Tuesday (May 17)
  • Morning: AER HD HUYA IHS JD ONON RSKD SE WMT
  • Afternoon:  AGYS DLO DOCS KEYS LVLU NXGN
Wednesday (May 18)
  • Morning:  ADI DOYU DT LOW TGT TJX TGI
  • Afternoon:  BBWI CSCO CPRT GDS SNPS
Thursday (May 19)
  • Morning: WMS BJ CAE GOOS EXP KSS LSPD MNRO VIPS
  • Afternoon:  AINV AMAT DECK FLO GLOB PANW ROST VFC
Friday (May 20)  
  • Morning:  BAH DE FL

Thursday, January 31, 2019

-=Deckers Outdoor (DECK) reported earnings on Thur 31 Jan 2019 (a/h)



Deckers Outdoor beats by $1.30, beats on revs; guides Q4 EPS below consensus, revs below consensus; authorizes additional $261 mln to share repurchase program
  • Reports Q3 (Dec) earnings of $6.59 per share, $1.30 better than the S&P Capital IQ Consensus of $5.29; revenues rose 7.8% year/year to $873.8 mln vs the $822.86 mln S&P Capital IQ Consensus.
  • UGG brand net sales for the third quarter increased 3.6% to $761.0 million compared to $734.7 million for the same period last year. 
  • Gross margin was 53.8% compared to 52.2% for the same period last year.
  • Co issues downside guidance for Q4, sees EPS of $0.00-$0.10 vs. $0.28 S&P Capital IQ Consensus; sees Q4 revs of $360-$374 mln vs. $394.19 mln S&P Capital IQ Consensus.
  • Co issues upside guidance for FY19, sees EPS of $7.85-$7.95 vs. $6.93 S&P Capital IQ Consensus; sees FY19 revs of $1.986-$2.0 bln vs. $1.97 bln S&P Capital IQ Consensus.
  • Stock Buyback: "In light of our strong results and the confidence in our strategies to produce strong cash flow over time, the Board of Directors has authorized an additional $261 million to our share repurchase program. Combined with the $89 million remaining under our current authorization, we now have the ability to repurchase a total of $350 million worth of shares in the future, as one avenue to effectively return value to shareholders."

Thursday, October 26, 2017

Deckers Outdoor (DECK) reported earnings on Thur 26 Oct 2017 (a/h)

** charts after earnings **

  


** monthly **

Deckers Outdoor beats by $0.52, beats on revs; guides Q3 EPS below consensus, revs below consensus; guides FY18 EPS above consensus and FY 18 revs of +1-2% vs previous guidance of up lsd(70.16 +1.48)
  • Reports Q2 (Sep) earnings of $1.54 per share, $0.52 better thanthe Capital IQ Consensus of $1.02; revenues fell 0.7% year/year to $482.5 mln vs the $440.11 mln Capital IQ Consensus.
  • Co issues downside guidance for Q3, sees EPS of 3.65-3.75 vs. $4.10 Capital IQ Consensus Estimate; sees Q3 revs of $735-745 mln vs. $753.55 mln Capital IQ Consensus Estimate.
  • Co issues upside guidance for FY18, sees EPS of 4.15-4.30 vs. $4.09 Capital IQ Consensus Estimate.
  • Gross margin was 46.7% compared to 44.5% for the same period last year.
  • UGG brand net sales for the second quarter declined 2.9% to $400.4 million
  • Wholesale net sales for the second quarter declined 2.2% to $391.2 million
FY 18 Outlook
  • Net sales are expected to be in the range of up approximately 1% to up 2% versus last year. 
  • Gross margin is expected to be approximately 47.5%. 
  • SG&A expenses as a percentage of sales are projected to be approximately 37%. 

Monday, October 23, 2017

Thursday, February 2, 2017

Deckers Outdoor (DECK) reported earnings on Thur 2 Feb 2017 (a/h)

** charts before earnings **

  



** charts after earnings **







Deckers Outdoor misses by $0.12, misses on revs; guides Q4 EPS below consensus, revs below consensus  :
  • Reports Q3 (Dec) earnings of $4.11 per share, $0.12 worse than the Capital IQ Consensus of $4.23; revenues fell 4.5% year/year to $760.3 mln vs the $789.73 mln Capital IQ Consensus.
  • UGG brand net sales for Q3 decreased (5.3)% to $704.0 million compared to $743.2 million for the same period last year. On a constant currency basis, sales decreased (4.4)%. The year over year decrease was driven by lower domestic wholesale sales, primarily due to a slower than expected start to the quarter, partially offset by stronger than expected DTC comparable sales.
  • Gross margin was 50.5% compared to 49.1% for the same period last year.
  • Co issues downside guidance for Q4, sees EPS of (0.10)-0.00 vs. $0.44 Capital IQ Consensus Estimate; sees Q4 revs declining 5-6%, equating to $354.8-$359.7 mln vs. $383.47 mln Capital IQ Consensus Estimate. The company expects restructuring charges for 4Q17 to be approximately $20 million.
  • Co states: "While the slow start to the holiday season limited our reorder opportunities and led to a shortfall in third quarter sales and earnings, sell-through of the UGG brand accelerated sharply late in the quarter. Our December performance helped drive a positive 4.7% Direct-to-Consumer comparable sales increase and also ensured that our wholesale partners ended the calendar year with cleaner inventory levels compared with a year ago... With the accelerated change that we are seeing in the marketplace, we plan to further transform our operating structure in order to grow profitably and become more nimble. On top of approximately $60 million in previously announced SG&A and gross margin improvements, we have identified approximately $90 million of additional savings that we plan to implement over the course of the next two fiscal years, which we anticipate will ultimately more than offset future investments aimed at growing the business."

Friday, November 11, 2016

Long trade : DECK +20% (11/16)


  • Next 3 months

Monday, June 6, 2016

Long trade : DECK (6/16)


  • A month later


  • The following months


Friday, March 18, 2016

DECK — is it a buy?


  • 18 March:  Is DECK a buy?  $58

  • 2 months later: NO


Monday, February 1, 2016

Long trade : DECK (2/16)


  • 2 months later