US · 7 entries · 4 publications
Deckers
More bullish than bearish among those that state a stance.
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Sign up freeBlogs · r/ValueInvesting · /u/MarkTsaiTai
Three shoe companies and I’m choosing between three very different bets. Nike needs a comeback. On needs to keep growing fast. Deckers needs HOKA and UGG to keep earning what they earn today. At the October 23 closes…
Blogs · r/ValueInvesting · /u/MarkTsaiTai
I still like the business, but this quarter made me less bullish I liked Deckers around $87 because it was earning good money, buying back shares and trading at a modest multiple. Yesterday’s results didn’t wreck that…
Since publication −0.9% α −1.6 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/MarkTsaiTai
What interests me about Deckers is how little growth the current valuation seems to require for a reasonable investment outcome. At $85.71 , it trades at roughly 11.5 times management’s earnings guidance . It generated…
Since publication −7.9% α −7.7 pp vs S&P 500 · USD
Substack · JustValue · Just Value
HOKA is maturing, UGG is unusually strong, and DECK now trades as if a lot more is going wrong than the numbers currently show
Since publication −0.2% α −1.0 pp vs S&P 500 · USD
Substack · El médico inversor · El Médico Inversor
Analizo Nike, Lululemon y Deckers con el método de las 6 preguntas + 1: foso, flujo de caja, balance, crecimiento y margen de seguridad en el sector deportivo.
Since publication DECK −0.2% α −1.0 pp vs S&P 500 · USD
Substack · Value Don't Lie
A look at a “busted GARP” name
Since publication +0.2% α −0.4 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/StableBread
I first wrote up Deckers Brands (NYSE: DECK) on October 30, 2025, when it was ~$84/share. The stock ran to ~$120/share by late February 2026, then gave most of that gain back and now trades at ~$91/share. ( see the…
Since publication DECK −9.4% α −9.4 pp vs S&P 500 · USD
There are 2 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.