| DECK |
Report |
Net sales |
BEAT |
pred ~$1.03B vs. cons $1.01B |
MEDIUM |
| DECK |
Report |
HOKA net sales |
BEAT |
pred ~$716M vs. cons $705M |
MEDIUM |
| DECK |
Report |
Diluted EPS |
BEAT |
pred ~$0.89 vs. cons $0.85 |
MEDIUM |
| DECK |
Guide |
FY2027 net sales |
LOWER |
guide ~$5.89B vs. cons $5.91B (FY2027) |
MEDIUM |
| DECK |
Guide |
FY2027 diluted EPS |
LOWER |
guide ~$7.38 vs. cons $7.48 (FY2027) |
MEDIUM |
| DECK |
Guide |
FY2027 HOKA growth |
UNCHANGED |
guide ~11% vs. cons 11% (FY2027) |
MEDIUM |
| DECK |
Guide |
FY2027 gross margin |
LOWER |
guide ~56.5% vs. cons 56.6% (FY2027) |
MEDIUM |
| DECK |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.0% |
— |
MEDIUM |
| DECK |
Return |
5-day cumulative residual |
-8.0% (FOLLOW-THROUGH) |
FY2027 EPS guide ~$7.38 vs. consensus $7.48 leaves out-period estimates facing cuts despite a Q1 EPS beat of ~$0.89 vs. $0.85; unchanged HOKA and margin assumptions do not validate the Street’s higher full-year math. |
MEDIUM |