Form 10-Q · Quarterly report
Deckers Brands 10-Q, filed Oct 29, 2026
- Filed
- CIK
- 0000910521
- Accession no.
- 0001628280-26-068116
Summary
Deckers Brands reported net sales up 4.4% to $2.50 billion and diluted earnings per share up 18.2% to $3.24 for the six months ended September 30, 2026, led by HOKA and UGG growth and a 280 basis point rise in gross margin. Deckers said it does not expect mitigation efforts to fully offset incremental tariff costs this fiscal year, recorded roughly $46.0 million of IEEPA tariff net refunds in the period, and cited a European third-party logistics transition and softer domestic consumer demand as pressures on results.
Key points
- Net sales rose 4.4% to $2.50 billion for the six months ended September 30, 2026, with HOKA up 7.3% to $1.38 billion, UGG up 3.9% to $1.06 billion, and other brands down 34.2% to $54.9 million.
- Gross margin increased 280 basis points to 58.8%, operating margin rose 130 basis points to 21.8%, and diluted earnings per share increased 18.2% to $3.24.
- Deckers recorded about $46.0 million of IEEPA tariff net refunds and $3.0 million of related interest in the quarter, and received further refunds after September 30 bringing the total to roughly $87.9 million plus $4.7 million of interest.
- A transition to a new European third-party logistics provider caused temporary fulfillment disruption during a peak shipping period, and softer domestic consumer demand with higher promotional intensity weighed on domestic direct-to-consumer sales.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. MANAGEMENT’S DISCUSSION Overview We are a global leader in designing, marketing, and distributing innovative footwear, apparel, and accessories developed for both everyday casual lifestyle use and high-performance activities. We market our products primarily under three proprietary brands: HOKA, UGG, and Teva. Our brands compete across the fashion and casual lifestyle, performance, running, and outdoor markets. We believe our products are distinctive and appeal to a broad demographic. …
An excerpt of the text as filed with the SEC, cut for length.
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