AI-extracted from the 10-Q filed 2026-07-30 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 5.7% to $1,019,531 thousand on HOKA and UGG growth, but SG&A up 12.7% cut income from operations 6.0% to $155,301 thousand.
Biggest Revenue Drivers
HOKA brand$703.5M+7.7% YoY
Higher global net sales across both channels, with diverse product adoption in DTC, led by international and domestic growth
UGG brand$278.0M+4.9% YoY
Growth balanced across channels, international leading, driven by continued adoption of key franchises within year-round product offerings
Biggest Revenue Drivers
Total revenue: $1.02B+5.7% YoY
HOKA brand$703.5M+7.7% YoY
Higher global net sales across both channels, with diverse product adoption in DTC, led by international and domestic growth
Within HOKA brand
HOKA Direct-to-Consumer$256.8M+17.3% YoY
Diverse product adoption in the DTC channel
HOKA Wholesale$446.8M+2.9% YoY
Higher domestic sell-in, partially offset by international shipment timing from prior-period European 3PL transition
UGG brand$278.0M+4.9% YoY
Growth balanced across channels, international leading, driven by continued adoption of key franchises within year-round product offerings
Other brands$37.9M-18.1% YoY
Phase out of Koolaburra standalone operations and lower domestic Teva sales as it refocuses wholesale distribution
Largest Expense Items
Cost of sales$444.4M+4.2% YoY
43.6% of net sales versus 44.2%; includes net impact of incremental tariffs on domestic goods sold
Selling, general, and administrative expenses$419.9M+12.7% YoY
Higher payroll (~$12,500), other SG&A (~$11,800), advertising/marketing (~$10,300), and rent and occupancy (~$8,400)
Unallocated enterprise and shared brand expenses$160.7M+7.2% YoY
Higher net foreign currency remeasurement losses and IT expenses, partially offset by lower variable 3PL service fees
Margins: Gross margin rose 60 basis points to 56.4% on favorable channel and product mix, full-price UGG selling and currency, partly offset by incremental tariffs. Operating margin fell 190 basis points to 15.2%.
Watch Items from the Filing
Company paid approximately $120,000 thousand gross in IEEPA tariffs and has recognized no refund receivable; net recovery may be reduced by manufacturer cost-sharing and taxes.
Named defendant in two purported consumer class actions relating to alleged tariff-related pricing actions and potential governmental tariff reimbursements.
Other brands net sales fell 18.1% to $37,944 thousand as Koolaburra standalone operations phased out and Teva refocuses wholesale distribution.
Inventories rose to $807,580 thousand from $487,018 thousand at March 31, 2026, ahead of the seasonally larger third fiscal quarter.
Repurchased $338,186 thousand of stock in the quarter; $4,711,416 thousand authorization remains after the Board's $3,500,000 thousand May 2026 addition.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Stewart Bonita C.Reporting ownerGrant or award · Sep 1, 2026
Luis VictorReporting ownerGrant or award · Sep 1, 2026
Ibrahim Maha SalehReporting ownerGrant or award · Sep 1, 2026
Burwick David AReporting ownerGrant or award · Sep 1, 2026
Grismer Patrick JReporting ownerGrant or award · Sep 1, 2026
Figuereo Juan RReporting ownerGrant or award · Sep 1, 2026
Fasching Steven J.Chief Financial OfficerGrant or award · Aug 17, 2026
Congress trading in DECK
10 transactions in DECK reported by 6 members of Congress under the STOCK Act, most recent trade Sep 18, 2026. Reported transactions, not recommendations.
About DECKERS OUTDOOR CORP (DECK): stock profile, AI score and financials
DECKERS OUTDOOR CORP (DECK) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores DECK at 70.1/100 on a composite quality score built from its SEC filings, placing it at rank #222 of 2,925 stocks — the top 10% of the AI-ranked universe. DECK scores in the top quartile across balance sheet strength (97.7), revenue scale (79.2), profitability (75.7). Areas of concern include earnings quality (33.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), DECKERS OUTDOOR CORP reports quarterly revenue of $1.0B, net income of $130.0M, an operating margin of 15.2%. Top institutional holders of DECK by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. DECK trades on the NYSE exchange and files with the SEC under CIK 910521. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DECK daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DECKERS OUTDOOR CORP directly from SEC EDGAR.