Deckers Outdoor Corporation

DECKintermediary

Deckers Outdoor is a global footwear company whose HOKA brand has emerged as one of the fastest-growing performance running shoe brands. UGG remains a cultural icon in casual and lifestyle footwear.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($4.3B)

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HOKA (55%)

UGG (38%)

Teva & Other (7%)

Segment Breakdown & Key Customers

Product Details

HOKA55%

High-performance running and athletic shoes known for maximalist cushioning

UGG38%

Iconic sheepskin boots, slippers, and casual lifestyle footwear

Other Brands7%

Teva sandals, Sanuk, and Koolaburra

Supply Chain Relationships

Competitors

NIKE, Inc.

Performance running footwear

Impact: Major competitor

Partners

Lululemon Athletica Inc.

Premium athletic lifestyle brands

Impact: Low — retail adjacency

Key Customers

Ross Stores, Inc.

Off-price channel distribution

Impact: Low

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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AI Analysis

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Company Info

Headquarters

Goleta, California, USA

Founded

1973

Employees

5,200

Website

deckers.com

Sector Overview — 소비재 (경기민감)

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