MAY 24·finance.yahoo.com→
Billionaire Investor David Einhorn Just Bought These Beaten-Down Consumer Stocks. Are They Ready to Rally?
David Einhorn added four consumer stocks in Q1, according to The Motley Fool. He raised Victoria’s Secret (VSCO) by 30% and cited stabilized traffic and margins about half historical, with a forward P/E of 12.5. He initiated/added Crocs (CROX) at a forward P/E of 7, betting on HeyDude stabilization; he also increased Deckers Outdoor (DECK) by 60% (forward P/E 13) and expanded a small Peloton (PTON) position by 4,000%, noting improved gross margin and a commercial push after Precor.
MAY 22·TradingView▲
DECKERS OUTDOOR CORP FY 2026: Revenue $5.47B, EPS $7.02— 10-K Summary
DECKERS OUTDOOR CORP reported significant financial growth for fiscal year 2026, with revenue reaching $5.47 billion and diluted EPS at $7.02. This increase was primarily driven by strong performances from its HOKA and UGG brands, despite experiencing margin pressures from sourcing and logistics costs. The company also expanded its global distribution and invested in e-commerce and IT upgrades.