IMMEDIATE CALL POSTMORTEMS

The first take, while it still matters.

After earnings, most sell-side research takes a day or more to publish, and much of it repeats the press release. An Immediate Call Postmortem is our unfiltered first read: posted on X within minutes of the call ending, then archived here and on Substack. It’s free, it’s short, and it focuses on what actually changed. We only write one when a call gives us something worth saying, and a much more thoughtful Upon Further Review report tends to follow within 3–5 business days.

Why speed matters: read Confessions of a Sell-Side Analyst →

Matthew McClintock 10/22/26 Matthew McClintock 10/22/26

Deckers Brands: 2Q27 Immediate Call Postmortem

Immediate Call Postmortem on Deckers Brands' 2Q27 earnings call.

Matthew McClintock 5/21/26 Matthew McClintock 5/21/26

Deckers Brands 4Q26 Immediate Call Postmortem

Double digit revenue growth with 20%+ EBIT margins and the stock trades at 13x on sandbagged earnings? Can the bears remind me once again why they hate this stock?

Matthew McClintock 1/29/26 Matthew McClintock 1/29/26

Deckers 3Q26 Immediate Call Postmortem

Global Hoka and Ugg performance exceeded expectations and was “exceptional” with balanced growth across DTC and wholesale. Americas accelerated.

Matthew McClintock 10/23/25 Matthew McClintock 10/23/25

Deckers 2Q26 Immediate Call Postmortem

As much as people want to penalize the company on domestic sales being down, the trend got sequentially better (just like management said would happen) and international continues to grow at an exceptionally impressive rate despite having the best result in years last quarter.

Matthew McClintock 7/24/25 Matthew McClintock 7/24/25

Deckers Brands 1Q26 Immediate Call Postmortem

Oh snap. We have a company that trades at 17x FY1 earnings that is growing sales at 17% and continues to blow out EPS estimates by 20%+ every single quarter, has an EBIT margin north of 20%, and is buying back a ton of stock (with a ton of cash on balance sheet).