News Brief: English
Summary
Deckers Brands reported better-than-expected Q2 earnings but cut its full-year revenue guidance, causing its stock to plummet 15%. The company cited concerns that new tariffs are softening consumer demand for its key brands, HOKA and UGG.
Key Points
- Stock Plunge & Guidance Cut: Shares fell 15% after the company lowered its sales outlook for HOKA and UGG.
- Slowing Brand Growth: HOKA’s growth forecast was cut to “low-teens” from 24% last year. UGG’s forecast is now “low to mid single-digit” growth, down from 13%.
- Tariff Impact: Tariffs are now seen as a clear factor impacting U.S. consumer purchasing behavior, leading to the guidance reduction.
- Financial Outlook: Full-year revenue guidance of ~$5.35B missed Wall Street’s $5.45B forecast. EPS guidance was roughly in line with estimates.
- Cost Mitigation: The company expects ~$150M in tariff costs this year and plans to offset about half through price increases and factory partnerships.
- Management’s View: Leadership remains confident in the long-term strength of HOKA and UGG but acknowledges near-term pressure from tariffs and inflation.
新闻简报：中文
总结
Deckers Brands公布的第二季度收益超出预期，但下调了全年营收指引，导致其股价暴跌15%。公司指出，新关税政策削弱了消费者对其关键品牌HOKA和UGG的需求。
关键点
- 股价暴跌与指引下调：在公司下调HOKA和UGG的销售预期后，股价下跌了15%。
- 品牌增长放缓：HOKA的增长预测被下调至”低双位数”，而去年的增长为24%。UGG的增长预测现在是”低到中个位数”，低于去年的13%。
- 关税影响：关税现在被视为影响美国消费者购买行为的一个明确因素，导致了业绩指引的下调。
- 财务展望：全年营收指引约为53.5亿美元，低于华尔街54.5亿美元的预测。每股收益指引大致符合预期。
- 成本缓解：公司预计本财年关税成本约为1.5亿美元，并计划通过提价和与工厂伙伴分摊成本来抵消约一半。
- 管理层观点：管理层对HOKA和UGG的长期实力仍充满信心，但承认关税和通胀带来了短期压力。
Original Article Link: https://www.cnbc.com/2025/10/24/deckers-stock-deck-hoka-ugg.html