Deckers Outdoor Corporation (DECK) Q2 2025 Earnings Call Transcript Summary
Deckers Outdoor Corporation (DECK) Q2 2025 Earnings Call Transcript Summary
Gross margin improved significantly to 55.9%, driven by favorable brand and product mix and strategic pricing, despite freight headwinds.The following is a summary of the Deckers Outdoor Corporation (DECK) Q2 2025 Earnings Call Transcript:
以下是Deckers Outdoor公司（DECK）2025年第二季度業績會議呼叫記錄摘要：
Financial Performance:
金融業績：
Deckers Outdoor Corporation reported a robust Q2 revenue of $1.3 billion, reflecting a 20% year-over-year increase.
Diluted earnings per share for Q2 stood at $1.59, marking a 39% improvement from the previous year's $1.14 per share.
Gross margin improved significantly to 55.9%, driven by favorable brand and product mix and strategic pricing, despite freight headwinds.
Inventory levels at quarter end were up 7% year-over-year to $778 million.
The company repurchased approximately $104 million worth of shares during Q2.
Deckers Outdoor公司報告第二季度強勁的營業收入爲13億美元，同比增長20%。
第二季度每股稀釋收益爲1.59美元，較上年同期的1.14美元每股提高39%。
毛利率顯著提高至55.9％，受有利品牌和產品組合以及戰略定價的推動，儘管受到運費逆風影響。
季末庫存水平同比上漲7%至77800萬美元。
公司在第二季度回購了價值約10400萬美元的股票。
Business Progress:
業務進展：
HOKA brand surpassed $2 billion in revenue over the trailing 12-month period.
Significant new product launches include Skyflow, Mach X 2, and enhancements to the SpeedGoat and Tecton lines.
Strategic retail and digital partnerships have been pivotal, notably the introduction of Grammy nominated Post Malone as an ambassador for UGG's men's business.
HOKA品牌在過去12個月內的營業收入超過了20億美元。
重要的新產品發佈包括Skyflow，Mach X 2，以及對SpeedGoat和Tecton系列的改進。
戰略性的零售和數字合作伙伴關係至關重要，尤其是引入了葛萊美提名獎人士Post Malone作爲UGG男裝業務的品牌大使。
Opportunities:
機會：
International growth, particularly in Asia and Europe, remains a key focus, with successful market penetrations and consumer engagement strategies.
New product developments and updates such as Clifton and Bondi are expected to fuel continued revenue growth.
Increased investments in diverse marketing initiatives tailored to local markets internationally.
國際增長，尤其是在亞洲和歐洲，仍然是重點關注的對象，市場滲透和消費者參與策略取得了成功。
Clifton和Bondi等新產品開發和更新預計將推動持續的營收增長。
增加對針對國際地方市場定製的多樣化營銷倡議的投資。
Risks:
風險：
Future promotional activities are anticipated due to more product inventory in the wholesale channel, deferring some potential revenue to later quarters.
Potential impacts from macroeconomic factors including inflation pressures and supply chain disruptions may affect performance and operational costs.
由於批發渠道中有更多產品庫存，預計未來將進行更多促銷活動，將部分潛在營業收入推遲至後面的季度。
宏觀經濟因素，包括通脹壓力和供應鏈中斷，可能會影響績效和運營成本。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
