| DECK |
Report |
Revenue |
BEAT |
pred ~$1.035B vs. cons $1.020B |
MEDIUM |
| DECK |
Report |
Diluted EPS |
BEAT |
pred ~$0.91 vs. cons $0.88 |
MEDIUM |
| DECK |
Report |
HOKA revenue |
BEAT |
pred ~$712M vs. cons $704M |
MEDIUM |
| DECK |
Guide |
Q2 revenue |
BETTER |
guide ~$1.55B vs. cons $1.52B (2027Q2) |
LOW |
| DECK |
Guide |
Q2 diluted EPS |
BETTER |
guide ~$1.91 vs. cons $1.87 (2027Q2) |
MEDIUM |
| DECK |
Guide |
Q2 HOKA growth |
BETTER |
guide ~11% vs. cons 10% (2027Q2) |
LOW |
| DECK |
Guide |
Full-year diluted EPS |
LOWER |
guide midpoint ~$7.38 vs. cons $7.46 (FY2027) |
HIGH |
| DECK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.5% |
— |
MEDIUM |
| DECK |
Return |
5-day cumulative residual |
+4.0% (FADE) |
The initial reaction rewards the Q1 beat and Q2 HOKA acceleration, but the 5-day residual fades to +4.0% from +6.5% on day 1 because unchanged FY2027 guidance remains below consensus and limits upward estimate revisions. |
MEDIUM |