$DECK

Nike's weak earnings and outlook caused pre-market drops in shares of Lululemon, On, Under Armour, and Deckers Outdoor. Nike's CEO cited market weakness and inventory issues, while earnings guidance fell below estimates. Nike's shares dropped nearly 10% in pre-market trading.

Investing.com compares Nike (NKE) and Deckers (DECK), highlighting fundamental differences. NKE trades at $36.02 with a 54.3% upside to fair value, but faces margin compression and revenue decline. DECK, at $79.88, shows growth with a 50.3% analyst target upside, strong FCF yield, and high ROE. The article suggests DECK is a better value play, while NKE's turnaround is uncertain.

Deckers Brands reported Q1 2027 revenue of $1.02B, up 5.7% YoY, with HOKA and UGG leading growth. EPS rose 1.1% to $0.94. The company raised full-year EPS guidance to $7.35-$7.50 and adjusted gross-margin outlook above 56.5%. Shares fell 6.1% post-earnings due to tariff concerns and margin outlook, but analysts maintain a 'Moderate Buy' rating with an average price target of $117.67, implying 46.1% upside.

BMO Capital initiated coverage on Nike, Dick's Sporting Goods, Deckers Outdoor, and Lululemon with 'Underperform' ratings, citing shifting trends away from athletic wear. Analyst Kelly Crago expects weakening demand and inventory buildups, favoring stocks like Amer Sports and Steve Madden. Nike was rated 'Underperform' with a $30 price target, while Dick's, Lululemon, and Deckers also received 'Underperform' ratings. Crago predicts a shift in demand from athletic to fashion footwear by 2026.

Deckers Outdoor (DECK) held its 2026 annual meeting, electing 10 directors, ratifying KPMG as auditor, and approving executive compensation. Analysts have mixed views, with UBS and Stifel recommending Buy, BMO underperform, and Wells Fargo noting China risks. Price targets range from $70 to $161.

DECKERS OUTDOOR CORP (DECK) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. Item 5.07 Submission of Matters to a Vote of Security Holders. On September 14, 2026, Deckers Outdoor Corporation (the " Company ") held its 2026 Annual Meeting of Stockholders (the " Annual Meeting ") virtually via live webcast, during which the Company's stockholders voted on t

Wells Fargo analyst James Wong, CEO of a Chinese distributor, forecasts challenges for Western athletic brands in China, including Nike (NKE), Lululemon (LULU), and Deckers Outdoor (DECK), due to weak demand, competition, and promotions. Wong expects declining sales for Nike, intensified competition for Deckers' HOKA brand, and Lululemon's struggles with innovation and market saturation. Adidas and Salomon showed growth, while consumer sentiment remains depressed.

BMO Capital Markets initiated coverage of the softlines sector with a cautious outlook, citing a weakening consumer and rising costs. The firm is bearish on athletic names, including Nike (target $30), Deckers ($70), Dick's Sporting Goods ($110), and lululemon ($70), all with earnings below consensus. BMO is more constructive on companies with self-help stories, rating Abercrombie & Fitch, Amer Sports, Carter's, and Steve Madden as Outperform.

Analysts initiated coverage on several companies: StoneX started HOOD with a Buy and $170 target, HC Wainwright began TLSI with a Buy and $11 target, Needham initiated KDK with a Buy and $8 target, BMO rated DECK Underperform with a $70 target, and Cantor Fitzgerald gave SGMT an Overweight rating.

BMO Capital downgraded Deckers Brands (DECK) and Dick's Sporting Goods (DKS) to 'Underperform' with $70 and $110 price targets, respectively, citing weaker demand and tougher category trends. BMO expects a 15% and 16% downside for DECK and DKS. Dick's Q2 revenue and earnings missed estimates, and the company lowered its 2026 sales forecast.