UPON FURTHER REVIEW
The considered view, once the noise settles.
Every company under dedicated coverage gets an Upon Further Review report each quarter, typically within 3–5 business days of its earnings call. It goes well beyond the sell-side’s earnings recaps: what actually changed, what it means, and an updated financial model. Included in both paid plans.
DEEP DIVES
Original research you won’t find anywhere else.
At least twice a year for every company under dedicated coverage, a Deep Dive goes well beyond the earnings calls, with store visits, channel checks and primary research that most of the sell-side no longer has time to do. Included in the $500 plan.
Why the sell-side rarely does this: read Confessions of a Sell-Side Analyst →
Upon Further Review: Deckers (10/31/26)
HOKA's new $115 Fly Pace shoe and what going below $120 means, with a price comparison of the cheapest running shoe at every major brand.
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.
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.
Western Investors Rarely Dig Into Asia…
Store checks at athletic retailers in Hong Kong and Japan: HOKA, On and Arc'teryx look strong while Nike is heavily discounted in Japan.
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.
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.
DECK: Together We Fly Higher
After 1Q25, we dig into Deckers' product transition, US weakness and international expansion, plus a shaky new Street consensus.
Ground Zero in the Athletic Footwear Debate
Why Foot Locker is where the athletic footwear share shift shows up first.