Deckers Outdoor (DECK) News Today

Deckers Outdoor Corporation (DECK) — The stock is down after today’s trading following the company’s Q2 results. While Deckers beat Q2 EPS and revenue estimates and showed continued strength at HOKA and UGG, management issued conservative/soft full‑year sales outlook and flagged tariff‑driven price pressure and potential consumer pullback. That guidance, plus a wave of analyst price‑target cuts and a few downgrades, sparked selling.

• Positive Sentiment: Q2 beat on both EPS and revenue; margins improved and HOKA and UGG posted double‑digit growth, supporting the business fundamentals. Deckers Q2 Results
• Neutral Sentiment: Company provided FY‑2026 guidance (EPS and revenue bands) after previously withholding guidance — management is attempting to normalize outlook but the numbers left room for debate. WSJ: Q2 and Guidance
• Negative Sentiment: Management warned tariff‑related cost increases and higher retail prices could trigger consumer pullback — investors interpreted this as a growth risk for FY revenue. CNBC: Soft Outlook Raises Concerns
• Negative Sentiment: Several Wall Street firms cut price targets or trimmed estimates after the print; Goldman Sachs moved to a sell rating and other shops lowered targets — analyst moves amplified selling pressure. Benzinga: Analyst Cuts
• Negative Sentiment: Market commentary highlights operating‑leverage risk and concern that modest full‑year growth guidance doesn’t justify prior valuations — narrative drove headline selling despite the beat. Seeking Alpha: Operating Leverage Risk

Investor takeaway: fundamentals remain solid this quarter, but slowed/soft guidance plus tariff and demand concerns triggered analyst downgrades and a swift re‑rating — that combination is the main reason DECK’s share price moved lower today.