Deckers' International Sales Surge 25.5% in Q4 Fiscal 2026

Earnings
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Summary · why it matters

Deckers Outdoor Corporation reported a 25.5% year-over-year increase in international net sales to $469.5 million in the fourth quarter of fiscal 2026, far outpacing domestic growth of 0.3%. HOKA generated $2.6 billion in fiscal 2026 revenues, up 16%, and became a top-three performance running brand in France, Italy and the U.K., while brand awareness across international markets rose to approximately 40% from roughly 30% a year ago. UGG's EMEA region delivered the highest incremental revenue increase among all markets, with the Lowmel franchise and Golden collection accounting for more than half of fiscal 2026 growth. Management expects international markets to grow faster than the United States over the long term, with HOKA projected to deliver low-double-digit annual growth and UGG anticipated to generate mid-single-digit gains through fiscal 2030.

Impact on stocks 3

Consumer Discretionary · 3 stocks
Deckers Outdoor Corporation
DECK
▲ PositiveDemandrelevance

International net sales surged 25.5% and HOKA became a top-three performance running brand in key European markets, indicating strong end-customer demand.