Deckers Outdoor (DECK) Q1 FY27 earnings call

Deckers delivered a record first quarter, driven by robust consumer demand for HOKA and UGG, particularly through the direct-to-consumer channel. The company's disciplined approach to product innovation and marketplace execution, coupled with a strong inventory position, reinforces confidence in its full fiscal year outlook despite a pressured consumer backdrop and anticipated Q2 gross margin headwinds from tariffs and freight costs. Management remains focused on long-term brand health and strategic investments.