On Friday, Deckers Outdoor announced a revised fiscal 2026 outlook, lowering its revenue and EPS guidance. The company now projects full‑year revenue of $5.35 billion, a $100 million reduction from the $5.45 billion consensus, and diluted EPS of $6.30 to $6.39, slightly below the $6.32 estimate.
The guidance cut reflects the impact of U.S. tariffs and higher prices on consumer demand. Deckers said the new tariffs are eroding demand, particularly in the U.S., and that the company expects HOKA sales growth to slow to low‑teens percent versus the prior mid‑teens forecast, while UGG sales growth is now projected at low‑to‑mid single digits instead of the previous mid‑single‑digit range.
The revised outlook signals a cautious stance by Deckers as it navigates trade policy headwinds and rising costs. While the company still highlights double‑digit growth for both flagship brands, the downward revision may temper investor expectations and highlight the sensitivity of Deckers’ growth to macroeconomic and tariff pressures.
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