Deckers Outdoor Corp

Company facts

Industry

Rubber & Plastics Footwear

Headquarters

Goleta, California

Most recent report

8-K, filed Aug 31, 2026

Incorporated

Delaware

Filings on record

1,009+ filings

On EDGAR

CIK 910521

Fiscal year ends

March

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 12 sections worth reading, with 6 positive, 7 notable, and 4 negative flags.

• Financial Statements (Item 1)

  Core financial statements with revenue growth but profit decline.
  Notable

  • Potential $120M IEEPA tariff refund not recognized; two consumer class actions filed.

• Management's Discussion (Item 2)

  Sales grew but costs outpaced; tariffs and segment flatness are company-specific risks.
  Positive

  • Net sales increased 5.7% to $1,019,531 in Q1 2026, driven by HOKA and DTC.
  • HOKA brand net sales up 7.7% to $703,538, led by DTC and international.
  • UGG brand net sales up 4.9% to $278,049 on continued year-round adoption.
  • DTC channel net sales increased 13.0% to $352,817, outpacing wholesale.
  • Gross margin improved 60bps to 56.4% on favorable channel and product mix.
  • Diluted EPS increased 1.1% to $0.94 per share, aided by buybacks.
  Notable

  • Wholesale growth slowed to 2.2% ($666,714); DTC surged 13.0% to $352,817.
  • Domestic net sales up 3.2% to $517,428; international up 8.4% to $502,103.
  • $120M in IEEPA tariffs paid; no refunds recognized yet, creating cash uncertainty.
  • Constant currency net sales growth was 4.8%, 0.9% lower than reported 5.7%.
  • Company-owned stores rose to 212 from 191, adding 21 HOKA stores since prior year.
  • $250K repatriated from a foreign subsidiary this quarter; no repatriation in prior period.
  Negative

  • Other brands net sales fell 18.1% to $37,944 due to Koolaburra phase-out.
  • SG&A expenses grew 12.7% to $419,862, outpacing 5.7% sales growth.
  • Income from operations fell 6.0% to $155,301; operating margin dropped 190bps to 15.2%.
  • Unit volume fell 1.4% to 14,500, suggesting price/mix drove revenue.

What changed: Jun 2026 vs. Dec 2025

About 42% of DECK's Jun 2026 10-Q is new information. 357 paragraphs were added, 124 changed, and 158 removed. Below are the most important lines SECSift identified.

• Item 2 185
• Item 1 162
• Part IV 38
• Item 4 12
• Item 3 6
• Part II 5
• Part I 4
• Item 6 4