Subtext

Deckers Outdoor Corporation DECK

SectorConsumer Discretionary
Transcripts23
Date range2019-07-26 – 2025-01-30
Calls charted23

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-26-13+0+13+262020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32025 Q22020 Q1 · Overall: +15.62020 Q2 · Overall: +14.32020 Q3 · Overall: +15.22020 Q4 · Overall: +4.62021 Q1 · Overall: +8.72021 Q2 · Overall: +12.12021 Q3 · Overall: +18.22021 Q4 · Overall: +15.32022 Q1 · Overall: +12.32022 Q2 · Overall: +7.72022 Q3 · Overall: +12.32022 Q4 · Overall: +14.32023 Q1 · Overall: +18.12023 Q2 · Overall: +12.92023 Q3 · Overall: +11.82023 Q4 · Overall: +14.92024 Q1 · Overall: +17.92024 Q2 · Overall: +17.72024 Q3 · Overall: +22.72024 Q4 · Overall: +21.32025 Q1 · Overall: +21.82025 Q2 · Overall: +18.82025 Q3 · Overall: +12.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-41-20+0+20+412020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32025 Q22020 Q1 · CEO: +24.62020 Q2 · CEO: +22.32020 Q3 · CEO: +21.92020 Q4 · CEO: +7.62021 Q1 · CEO: +11.62021 Q2 · CEO: +15.32021 Q3 · CEO: +25.02021 Q4 · CEO: +21.62022 Q1 · CEO: +17.72022 Q2 · CEO: +18.12022 Q3 · CEO: +17.82022 Q4 · CEO: +22.82023 Q1 · CEO: +25.12023 Q2 · CEO: +25.52023 Q3 · CEO: +22.92023 Q4 · CEO: +22.22024 Q1 · CEO: +24.12024 Q2 · CEO: +24.62024 Q3 · CEO: +28.42024 Q4 · CEO: +30.52025 Q1 · CEO: +35.52025 Q2 · CEO: +31.02025 Q3 · CEO: +28.52020 Q1 · CFO: +11.22020 Q2 · CFO: +16.92020 Q3 · CFO: +15.62020 Q4 · CFO: +5.72021 Q1 · CFO: +6.82021 Q2 · CFO: +13.52021 Q3 · CFO: +10.22021 Q4 · CFO: +11.32022 Q1 · CFO: +10.72022 Q2 · CFO: +0.02022 Q3 · CFO: +7.32022 Q4 · CFO: +10.02023 Q1 · CFO: +14.82023 Q2 · CFO: +5.72023 Q3 · CFO: +6.22023 Q4 · CFO: +11.32024 Q1 · CFO: +15.72024 Q2 · CFO: +14.12024 Q3 · CFO: +23.82024 Q4 · CFO: +16.42025 Q1 · CFO: +16.02025 Q2 · CFO: +17.32025 Q3 · CFO: +7.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-35-17+0+17+352020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32025 Q22020 Q1 · Prepared remarks: +21.02020 Q2 · Prepared remarks: +20.42020 Q3 · Prepared remarks: +16.92020 Q4 · Prepared remarks: +7.12021 Q1 · Prepared remarks: +3.12021 Q2 · Prepared remarks: +15.42021 Q3 · Prepared remarks: +21.22021 Q4 · Prepared remarks: +21.22022 Q1 · Prepared remarks: +18.82022 Q2 · Prepared remarks: +13.02022 Q3 · Prepared remarks: +16.32022 Q4 · Prepared remarks: +18.32023 Q1 · Prepared remarks: +22.32023 Q2 · Prepared remarks: +17.52023 Q3 · Prepared remarks: +16.02023 Q4 · Prepared remarks: +17.42024 Q1 · Prepared remarks: +21.22024 Q2 · Prepared remarks: +25.82024 Q3 · Prepared remarks: +29.52024 Q4 · Prepared remarks: +30.32025 Q1 · Prepared remarks: +29.82025 Q2 · Prepared remarks: +27.02025 Q3 · Prepared remarks: +22.02020 Q1 · Q&A responses: +16.92020 Q2 · Q&A responses: +16.12020 Q3 · Q&A responses: +18.32020 Q4 · Q&A responses: +5.92021 Q1 · Q&A responses: +18.32021 Q2 · Q&A responses: +12.82021 Q3 · Q&A responses: +17.42021 Q4 · Q&A responses: +11.82022 Q1 · Q&A responses: +10.72022 Q2 · Q&A responses: +6.92022 Q3 · Q&A responses: +12.32022 Q4 · Q&A responses: +13.82023 Q1 · Q&A responses: +18.42023 Q2 · Q&A responses: +14.62023 Q3 · Q&A responses: +13.32023 Q4 · Q&A responses: +18.62024 Q1 · Q&A responses: +18.72024 Q2 · Q&A responses: +15.92024 Q3 · Q&A responses: +19.32024 Q4 · Q&A responses: +14.02025 Q1 · Q&A responses: +21.72025 Q2 · Q&A responses: +15.82025 Q3 · Q&A responses: +6.5
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.06$3.78$6.512020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32025 Q22020 Q1: $1.682020 Q2: $1.442020 Q3: $1.732020 Q4: $2.102021 Q1: $2.392021 Q2: $2.592021 Q3: $2.822021 Q4: $2.932022 Q1: $3.072022 Q2: $3.202022 Q3: $3.292022 Q4: $3.452023 Q1: $3.642023 Q2: $3.832023 Q3: $4.052023 Q4: $4.392024 Q1: $5.042024 Q2: $5.352024 Q3: $5.672024 Q4: $6.13

Forward P/E

7.1420.9534.752020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32025 Q22020 Q1: 9.042020 Q2: 23.052020 Q3: 21.142020 Q4: 23.882021 Q1: 24.002021 Q2: 21.072021 Q3: 25.782021 Q4: 21.522022 Q1: 14.962022 Q2: 13.432022 Q3: 16.912022 Q4: 18.862023 Q1: 18.612023 Q2: 22.082023 Q3: 21.952023 Q4: 27.282024 Q1: 30.682024 Q2: 31.432024 Q3: 27.732024 Q4: 32.85

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2020 Q4 tone ↓ -10.6 fwd EPS ↑ +0.37 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -2.9 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.9 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -4.6 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -5.2 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q32025-01-30+12.7——View →
2025 Q22024-10-24+18.8——View →
2025 Q12024-07-25+21.8——View →
2024 Q42024-05-23+21.3$6.1332.9View →
2024 Q32024-02-01+22.7$5.6727.7View →
2024 Q22023-10-26+17.7$5.3531.4View →
2024 Q12023-07-27+17.9$5.0430.7View →
2023 Q42023-05-25+14.9$4.3927.3View →