DECKERS OUTDOOR：UGG延续强势关注HOKA2025新品发布

中金公司2025-02-01

3QFY25（2024 年10-12 月）业绩好于我们预期公司3QFY25 收入同比增长17%至18 亿美元，净利润同比增长17%至5亿美元，好于我们预期，主因UGG 品牌收入增长、毛利率表现超预期。UGG 品牌收入增长超预期，HOKA 收入延续快速增长。3QFY25,? UGG：收入同比增长16%，主因关键产品备货充足满足了消费者强劲需求（尤其是12 月）。DTC 和批发渠道同比增速均环比提速，...

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DECKERS OUTDOOR：UGG延续强势 关注HOKA2025新品发布

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DECKERS OUTDOOR：UGG延续强势关注HOKA2025新品发布