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Sep 30, 2023

Deckers Q2 2024 Earnings Report

Deckers' second quarter performance in fiscal year 2024 was marked by record revenue and earnings, driven by strong demand for HOKA and UGG brands.

Key Takeaways

Deckers Brands reported a 25% increase in revenue to a record $1.092 billion for the second quarter of fiscal year 2024. Diluted earnings per share increased by 79% to $6.82. The company has raised its full fiscal year 2024 revenue guidance to $4.025 billion and diluted earnings per share guidance to a range of $22.90 to $23.25.

Revenue increased by 25% to a record $1.092 billion.

Diluted earnings per share increased by 79% to $6.82.

Direct-to-Consumer (DTC) net sales increased 38.8% to $331.7 million.

UGG and HOKA brands drove exceptional performance.

Total Revenue
$1.09B
Previous year: $876M
+24.7%
EPS
$1.14
Previous year: $0.63
+81.0%
Gross Profit
$583M
Previous year: $422M
+38.2%
Cash and Equivalents
$823M
Previous year: $419M
+96.3%
Free Cash Flow
-$30.4M
Previous year: -$220M
-86.1%
Total Assets
$2.85B
Previous year: $2.47B
+15.5%

Deckers

Deckers

Deckers Revenue by Segment

Forward Guidance

The Company's full fiscal year 2024 outlook is forward-looking in nature and is subject to significant risks and uncertainties. Net sales are now expected to be approximately $4.025 billion and diluted earnings per share is now expected to be in the range of $22.90 to $23.25.

Positive Outlook

  • Net sales are now expected to be approximately $4.025 billion.
  • Gross margin is now expected to be in the range of 52.5% to 53.0%.
  • Operating margin is now expected to be approximately 18.5%.
  • Effective tax rate is still expected to be in the range of 22% to 23%.
  • Diluted earnings per share is now expected to be in the range of $22.90 to $23.25.

Challenges Ahead

  • Changes in economic conditions, including consumer confidence and discretionary spending.
  • Inflationary pressures.
  • Foreign currency fluctuation.
  • Geopolitical tensions.
  • Supply chain disruptions, constraints and related expenses.

Revenue & Expenses

Visualization of income flow from segment revenue to net income