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M Squared Capital
ABOUT
RESEARCH - CLIENTS
RESEARCH - PUBLIC
CONTACT
ABOUT
RESEARCH - CLIENTS
RESEARCH - PUBLIC
CONTACT
Deep Dive Matthew McClintock 8/20/26 Deep Dive Matthew McClintock 8/20/26

Asian Expansion Like A “Pro”

Store visits in Hong Kong and Japan support Deckers' call for faster international growth in the second half for HOKA and UGG.

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Deep Dive Matthew McClintock 8/17/26 Deep Dive Matthew McClintock 8/17/26

This Deck Is Stacked In Investors Favor

Every bear worry from last year proved wrong, yet Deckers stock hasn't moved despite about 20% higher earnings.

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Deep Dive Matthew McClintock 2/27/26 Deep Dive Matthew McClintock 2/27/26

Is UGG Sneaking It’s Way To 365 Day Success?

Deckers is back to beating conservative guidance; we test whether UGG is becoming a year-round brand.

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Deep Dive Matthew McClintock 11/7/25 Deep Dive Matthew McClintock 11/7/25

UGGly Stocks Are Often The Most Attractive

Deckers is down about 65% from its high, but a review of promotions suggests HOKA and UGG remain healthy brands.

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Deep Dive Matthew McClintock 7/29/25 Deep Dive Matthew McClintock 7/29/25

DECK: Together We Fly Higher

After 1Q25, we dig into Deckers' product transition, US weakness and international expansion, plus a shaky new Street consensus.

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Deep Dive Matthew McClintock 11/12/24 Deep Dive Matthew McClintock 11/12/24

Ground Zero in the Athletic Footwear Debate

Why Foot Locker is where the athletic footwear share shift shows up first.

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