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Stefano Caroti

Chief Executive Officer, President & Director, Deckers Brands

Search every verified Stefano Caroti interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During Deckers Outdoor Corporation’s fourth quarter fiscal 2025 earnings call on May 22, 2025, Stefano Caroti, president and chief executive officer, discussed the company’s financial results and strategic outlook. He noted that fiscal year 2025 revenue grew 16% to $4.986 billion, with operating margin reaching 23.6%, and highlighted that HOKA and UGG delivered double-digit annual revenue growth. Caroti also addressed the impact of tariffs, which the company expects to affect fiscal 2026 results by up to $150 million, and described the current environment as an opportunity to invest in brand awareness and operational efficiencies. Caroti elaborated on the company’s distribution strategy, stating that Deckers aims for a 50-50 split between direct-to-consumer (DTC) and wholesale over the long term, with DTC primarily driven by e-commerce. He attributed recent DTC comp pressure to model changeovers that led customers to visit physical retail stores to try on products, while wholesale outperformed. He also mentioned selective expansion with partners such as Journeys to attract younger consumers and emphasized that door growth would remain disciplined, tied to productivity and turns.

Recent appearances

  • $DECK Deckers Outdoor Q3 2026 Earnings Conference Call

    01/29/2026 Q&A: 33:13 Deckers Outdoor Corporation, together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally. The company offers premium footwear, apparel, and accessories under the UGG brand name; footwear, such as running, trail, hiking, fitness, and lifestyle shoes, as well as apparel and accessories under the HOKA brand name; and sandals, shoes, and boots under the Teva brand name. It also provides a casual footwear fashion line under the Koolaburra b…

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  • Deckers Outdoor Corporation (DECK) Q4 FY 2025 Earnings – Full Coverage

    *Deckers Outdoor Corporation (DECK) Q4 FY 2025 Earnings – Full Coverage* *Key Highlights:* *Financials* – Q4 FY 2025 revenue $1,020,000K (+6%), gross margin 56.7% (+50bps), EPS $1.00 (+22%); FY25 revenue $4,986,000K (+16%), gross margin 57.9% (+230bps), op. margin 23.6% (+200bps), EPS $6.33 (+30%); repurchased $567,000K shares; Q1 FY26 revenue $890,000-910,000K, EPS $0.62-0.67; tariffs up to $150,000K impact expected. *Operations* – HOKA +10% Q4 (+24% FY25), UGG +4% Q4 (+13% FY25); HOKA awareness 50% U.S., 30% intl.; UGG men’s growth outpacing women’s; wholesale outpaced DTC; inventory +4…

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  • $DECK Deckers Outdoor Q3 2025 Earnings Conference Call

    01/30/2025 Q&A: 29:36 Deckers Outdoor Corporation, together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally. The company offers premium footwear, apparel, and accessories under the UGG brand name; footwear, apparel, and accessories for ultra-runners and athletes under the HOKA brand name; and sandals, shoes, and boots under the Teva brand name. It also provides relaxed casual shoes and sandals under the Sanuk brand name; casual footwear fashion line unde…

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