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DECK

DECKERS OUTDOOR CORP
6 filings tracked
consumer discretionaryfootwearLARGE ($10B-200B)

Signal Magnitude Chart

BEARISH | 40% | 5/22/2026 | margin compressionBULLISH | 70% | 5/22/2026 | buybackBULLISH | 50% | 5/22/2026 | divestitureBEARISH | 40% | 5/22/2026 | margin compressionBULLISH | 70% | 5/22/2026 | buybackBULLISH | 50% | 5/22/2026 | divestitureBEARISH | 40% | 5/22/2026 | margin compressionBULLISH | 70% | 5/22/2026 | buybackBULLISH | 50% | 5/22/2026 | divestitureBEARISH | 40% | 5/22/2026 | margin compressionBULLISH | 70% | 5/22/2026 | buybackBULLISH | 50% | 5/22/2026 | divestitureBEARISH | 40% | 5/22/2026 | margin compressionBULLISH | 70% | 5/22/2026 | buybackBULLISH | 50% | 5/22/2026 | divestitureBEARISH | 40% | 5/22/2026 | margin compressionBULLISH | 70% | 5/22/2026 | buybackBULLISH | 50% | 5/22/2026 | divestitureMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

bearishMay 22

Operating margin decreased 50 basis points to 23.1% due to rising SG&A and tariffs.

margin compression
40%
bullishMay 22

Aggressive share repurchase program with $1.075 billion spent in the current period.

buyback
70%
bullishMay 22

Strategic pruning of portfolio through the phase-out of AHNU and Koolaburra brands.

divestiture
50%
bearishMay 22

Operating margin decreased 50 basis points to 23.1% due to rising SG&A and tariffs.

margin compression
40%
bullishMay 22

Aggressive share repurchase program with $1.075 billion spent in the current period.

buyback
70%
bullishMay 22

Strategic pruning of portfolio through the phase-out of AHNU and Koolaburra brands.

divestiture
50%
bearishMay 22

Operating margin decreased 50 basis points to 23.1% due to rising SG&A and tariffs.

margin compression
40%
bullishMay 22

Aggressive share repurchase program with $1.075 billion spent in the current period.

buyback
70%
bullishMay 22

Strategic pruning of portfolio through the phase-out of AHNU and Koolaburra brands.

divestiture
50%
bearishMay 22

Operating margin decreased 50 basis points to 23.1% due to rising SG&A and tariffs.

margin compression
40%
bullishMay 22

Aggressive share repurchase program with $1.075 billion spent in the current period.

buyback
70%
bullishMay 22

Strategic pruning of portfolio through the phase-out of AHNU and Koolaburra brands.

divestiture
50%
bearishMay 22

Operating margin decreased 50 basis points to 23.1% due to rising SG&A and tariffs.

margin compression
40%
bullishMay 22

Aggressive share repurchase program with $1.075 billion spent in the current period.

buyback
70%
bullishMay 22

Strategic pruning of portfolio through the phase-out of AHNU and Koolaburra brands.

divestiture
50%
bearishMay 22

Operating margin decreased 50 basis points to 23.1% due to rising SG&A and tariffs.

margin compression
40%
bullishMay 22

Aggressive share repurchase program with $1.075 billion spent in the current period.

buyback
70%
bullishMay 22

Strategic pruning of portfolio through the phase-out of AHNU and Koolaburra brands.

divestiture
50%

Filing History

10-KMay 22, 2026

The FY2026 filing presents a company at a crossroads between aggressive global expansion and operational tightening. Deckers has successfully pruned its portfolio by phasing out underperforming brands like AHNU and Koolaburra to focus resources on its two powerhouses. The shift toward a direct-to-consumer model and the expansion of mono-branded stores are designed to insulate the business from wholesale volatility and capture higher margins. However, the trade-off is a heightened sensitivity to macroeconomic shocks, specifically tariffs and commodity price volatility. Investors must weigh the impressive top-line growth and share repurchase activity against the reality of shrinking operating margins and concentrated supply chain risks. The overall impact of the filing suggests a high-quality business that is currently testing the limits of its operational leverage in a challenging global trade environment.