Will DECK's Soaring International Sales Redefine Its Growth Strategy?

Deckers Outdoor Corporation’s DECK international business continues to outperform, becoming a core growth engine. In the first quarter of fiscal 2026, international sales rallied 49.7% year over year to $463.3 million, far outpacing the U.S. performance and demonstrating the success of the company’s global strategy. Both HOKA and UGG posted strong gains, supporting Deckers’ long-term goal of achieving a geographically balanced revenue mix.HOKA led the global momentum with international wholesale revenues rising 30% year over year, driven by strong demand in EMEA and APAC. Europe recorded record reorders and continued DTC growth, fueled by customer acquisition and retention. In China, volumes of flagship models Bondi and Clifton doubled year over year, while the new Arahi 8 exceeded expectations across regions with strong early sell-through. HOKA launched its global campaign “Together We Fly Higher” to build a deeper brand connection and expanded its owned retail footprint to 48 global stores, including upcoming locations in Berlin and Milan.UGG also posted solid international results, with growth led by EMEA and China, contributing to the brand’s 19% revenue increase. The brand’s 365 initiative continued to succeed globally, driven by popular styles like the Goldenstar Glide and Lowmel. The new PeakMod clog resonated especially well with international male consumers. UGG’s Iconic Design Campaign helped generate buzz around product launches ahead of peak season.Deckers expects international growth to continue outpacing that from the United States, supported by premium product offerings, growing retail presence and regional marketing investments. With strong brand momentum and an increasingly global footprint, Deckers is well-positioned to deliver sustainable international expansion through fiscal 2026 and beyond.DECK’s Price Performance, Valuation & EstimatesShares of Deckers have lost 42.5% year to date compared with the industry’s decline of 8.2%. Image Source: Zacks Investment Research From a valuation standpoint, DECK trades at a forward price-to-earnings ratio of 18.47X, slightly down from the industry’s average of 18.56X. It has a Value Score of C. Image Source: Zacks Investment Research The Zacks Consensus Estimate for DECK’s fiscal 2026 earnings implies a year-over-year decline of 2.7%, whereas the same for fiscal 2027 indicates an uptick of 8.6%. Estimates for fiscal 2026 and 2027 have been upward in the past seven days. Image Source: Zacks Investment Research DECK currently carries a Zacks Rank #3 (Hold).Stocks to ConsiderSome better-ranked stocks are Levi Strauss & Co. LEVI, Stitch Fix SFIX and Sportsman's Warehouse Holdings, Inc. SPWH.Levi designs and markets jeans, casual wear and related accessories for men, women and children. It flaunts a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for Levi’s current fiscal-year earnings indicates growth of 4% from the year-ago actual. LEVI delivered a trailing four-quarter average earnings surprise of 25.9%.Stitch Fix delivers customized shipments of apparel, shoes and accessories for women, men and kids. It currently carries a Zacks Rank #2 (Buy). The Zacks Consensus Estimate for Stitch Fix’s current fiscal-year earnings implies a surge of 71.7% from the year-ago actual. SFIX delivered a trailing four-quarter average earnings surprise of 51.4%.Sportsman's Warehouse is an outdoor sporting goods retailer. It presently has a Zacks Rank of 2.The Zacks Consensus Estimate for Sportsman's Warehouse’s current fiscal-year earnings and sales indicates growth of 30.2% and 1.2%, respectively, from the year-ago actuals. SPWH delivered a trailing four-quarter average earnings surprise of 72.3%.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They includeStock #1: A Disruptive Force with Notable Growth and ResilienceStock #2: Bullish Signs Signaling to Buy the DipStock #3: One of the Most Compelling Investments in the MarketStock #4: Leader In a Red-Hot Industry Poised for GrowthStock #5: Modern Omni-Channel Platform Coiled to SpringMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.Download Atomic Opportunity: Nuclear Energy's Comeback free today.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Deckers Outdoor Corporation (DECK): Free Stock Analysis Report Sportsman's Warehouse Holdings, Inc. (SPWH): Free Stock Analysis Report Stitch Fix, Inc. (SFIX): Free Stock Analysis Report Levi Strauss & Co. (LEVI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks