What smart money is saying about Deckers Outdoor Corporation
3 funds in our archive have pitched Deckers Outdoor Corporation, most recently Bell Global Equities Fund in June 2025.
Deckers Outdoor Corporation, together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities. The company offers premium footwear, apparel, and accessories under the UGG brand name; sandals, shoes, and boots under the Teva brand name; and relaxed casual shoes and sandals under the Sanuk brand name. It also provides footwear and apparel for ultra-runners and athletes under the Hoka brand name; and fashion casual footwear using other plush materials under the Koolaburra brand. The company sells its products through department stores, domestic independent action sports and outdoor specialty footwear retailers, and larger national retail chains, as well as online retailers. It also sells its products directly to consumers through its retail stores and e-commerce websites, as well as distributes its products through distributors and retailers in the United States, Europe, the Asia-Pacific, Canada, Latin America, and internationally. As of March 31, 2022, it had 149 retail stores, including 75 concept stores and 74 outlet stores worldwide. The company was founded in 1973 and is headquartered in Goleta, California.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in Deckers Outdoor Corporation, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 1 | 0 |
| Q2 2025 | 0 | 0 | 0 | 3 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- September 2026
“Entegris, Inc. (ENTG) – ENTG declined as semiconductor stocks pulled back after a very large run, despite a strong quarter with accelerating customer spending. We remain attracted to ENTG’s competitive position, high barriers to entry, and rising free cash flow as its investment cycle winds down. Deckers Outdoor Corporation (DECK) – DECK declined as higher tariffs, freight costs, and lower consumer confidence weighed on the near-term outlook, despite better-than- expected quarterly results.”
Deckers Outdoor Corporation - July 2026
“Rambus (RMBS)- Reported a solid quarter, with revenue and earnings exceeding street expectations. Growing memory requirements for both traditional and AI servers continue to support demand, while next-generation CPU platforms which may provide an additional catalyst into 2027. Deckers (DECK) – The positive quarter was supported by full-price selling, favorable product mix and disciplined inventory management.”
Deckers Outdoor Corporation - June 2026
“Stocks in our portfolio affected – Capital One Financial (COF) , Crown Holdings (CCK) , LYFT, Sonoco Products (SON) , Deckers Outdoor (DECK) , J.M. Smucker (SJM) , Trimas (TRS) , Pepsi (PEP) , LULU.”
Deckers Outdoor Corporation - September 2025
“On the sell side, we exited our position in Deckers Outdoor in the consumer discretionary sector.”
Deckers Outdoor Corporation
Also mentioned · 1
These funds discuss Deckers Outdoor Corporation as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedTAMIM Fund: Global High ConvictionAugust 2026
“Helping that decision to exit was keeping tabs on Nike, Adidas, Deckers (Hoka) and On which have all been under (share) price pressure as consumers seem unwilling to pay over the odds for shoes made in Vietnam and Indonesia.”
Deckers Outdoor Corporation
Fund coverage · 3 theses
- Bell Global Equities FundJune 2025
Deckers Outdoor Corporation is a strong financial performer in the footwear industry that recently became a portfolio addition after a significant decline in share price, presenting an opportunity for future gains despite anticipated volatility.
Read the full thesis - Pender US Small Mid Cap Equity FundJune 2025
Deckers is a strong capital return company with potential for growth despite short-term challenges, trading at an attractive valuation.
Read the full thesis - Middle Coast InvestingJune 2025
Deckers Outdoor Corp (DECK) is a reasonably priced footwear company facing tariff uncertainties but poised for potential growth, especially with its Hoka brand.
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