Deckers Outdoor's Competitive Edge Eroding As HOKA Slows, Tariffs Mount: Analyst
1. DECK shares fell 19.9% after analysts downgraded ratings. 2. Fourth-quarter revenue beat expectations but first-quarter guidance is weak. 3. Concerns over HOKA's slowing growth and consumer response to price increases. 4. Analysts lowered EPS estimates significantly for the upcoming quarters. 5. Strategic shift towards wholesale may dilute DECK’s brand momentum.