| DECK |
Report |
Total Revenue (Q1FY27) |
BEAT |
pred ~$1.035B vs. cons $1.018B |
MEDIUM |
| DECK |
Report |
HOKA Revenue (Q1FY27) |
BEAT |
pred ~$720M vs. cons $704.8M |
MEDIUM |
| DECK |
Report |
EPS - Diluted Operating (Q1FY27) |
BEAT |
pred ~$0.96 vs. cons $0.875 |
MEDIUM |
| DECK |
Guide |
FY27 Revenue (FY27) |
BETTER |
guide ~$5.90B-$5.95B vs. cons $5.903B |
MEDIUM |
| DECK |
Guide |
FY27 EPS (FY27) |
BETTER |
guide ~$7.50-$7.65 vs. cons $7.468 |
MEDIUM |
| DECK |
Guide |
Q2FY27 Revenue (Q2FY27) |
UNKNOWN |
guide ~$1.50B-$1.55B vs. cons UNVERIFIED |
LOW |
| DECK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| DECK |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - sell-side revises FY27 estimates up on raised guide; implied out-period math is positive; no catalyst to fade |
MEDIUM |