Q2 2025 Deckers Outdoor Corp Earnings Call Transcript
Key Points
- Deckers Outdoor Corp (DECK) reported a 20% increase in revenue for the second quarter, reaching $1.3 billion.
- The HOKA brand achieved a significant milestone by surpassing $2 billion in revenue over the trailing 12-month period.
- Gross margins improved to 55.9%, up 250 basis points from the previous year.
- Diluted earnings per share increased by 39% to $1.59, compared to $1.14 last year.
- The company raised its full-year revenue growth expectations to approximately 12%, reflecting strong demand for its brands.
- The company anticipates a more promotional environment in the second half of the fiscal year, which could impact margins.
- There are concerns about macroeconomic pressures, including potential recessionary impacts and inflationary pressures.
- Inventory levels increased by 7% compared to the same period last year, which could pose a risk if demand slows.
- The company faces potential headwinds from increased freight costs, which have already impacted gross margins.
- There is uncertainty regarding tariffs and geopolitical tensions, which could affect future financial performance.
Good afternoon and thank you for standing by. Welcome to the Deckers Brands second-quarter fiscal 2025 earnings conference call. (Operator Instructions) Following the presentation, we will conduct a question-and-answer session. (Operator Instructions) I would like to remind everyone that this conference call is being recorded. I will now turn the call over to Erinn Kohler, VP, Investor Relations and Corporate Planning.
Hello and thank you, everyone, for joining us today. On the call is Stefano Caroti, President and Chief Executive Officer; and Steve Fasching, Chief Financial Officer.
Before we begin, I would like to remind everyone of the company's Safe Harbor policy. Please note that certain statements made on this call are forward-looking statements within the meaning of the federal securities laws which are subject to considerable risks and uncertainties. These forward-looking statements are intended to qualify for the Safe Harbor from liability
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