DECKERS OUTDOOR：品牌势能良好长期战略清晰稳定

中金公司2025-02-28

公司近况近期我们邀请Deckers Outdoor的CFO Steve及IR团队参加了2025 年中金公司国际企业研讨会。评论2025 新品发布值得期待。3QFY25，受新品发布及批发出货节奏等因素影响，HOKA收入同比增速环比放缓11ppt至24%，从而带动公司整体收入同比增速环比放缓3ppt至17%。但我们仍然认为公司在2025 年有较多创新产品发布的带动下，FY26 销售仍有望实现健康良好的...

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DECKERS OUTDOOR：品牌势能良好 长期战略清晰稳定

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DECKERS OUTDOOR：品牌势能良好长期战略清晰稳定