Deckers Brands vs On

10-Q Financial Filing Analysis for Deckers Brands (2026-10-29)

Deckers Brands reported solid financial performance for its fiscal second quarter ended September 30, 2026, delivering net sales of $1.48 billion, up 3.5% year-over-year, and net income of $313.1 million ($2.31 diluted EPS). Growth was spearheaded by the HOKA brand (+6.8% to $677.2 million) and UGG (+3.5% to $786.4 million), counterbalanced by a 54.3% decline in Other Brands following the phaseout of Koolaburra. Wholesale expansion (+5.5%) drove channel growth, while direct-to-consumer contracted 1.8% amid softer domestic traffic and consumer hesitation. Gross margin expanded significantly by 430 basis points to 60.5%, primarily driven by favorable full-price selling, brand product mix, and a $46.0 million net refund of invalidated IEEPA tariffs recognized as a reduction to cost of sales. Operating income grew 19.3% to $389.5 million despite temporary fulfillment friction from a European 3PL migration. Deckers maintained aggressive capital returns, repurchasing $299.3 million of stock during the quarter.

• Q2 fiscal 2027 net sales rose 3.5% to $1,480.55 million, with gross margin expanding 430 bps to 60.5% and diluted EPS growing 26.9% to $2.31.
• Cost of sales was reduced by approximately $46.0 million from net IEEPA tariff refunds, with an additional $3.0 million of related interest recognized in interest income; post-quarter-end refunds brought the total net recovery through October 8, 2026, to approximately $87.9 million.
• Deckers amended its unsecured revolving credit facility in August 2026, extending maturity to August 27, 2031, with $500.0 million in capacity and zero borrowings outstanding as of September 30, 2026.

8-K Financial Filing Analysis for Deckers Brands (2026-10-22)

On October 22, 2026, Deckers Outdoor Corporation reported material corporate updates via Form 8-K, comprising quarterly financial results announcement references and governance transitions. The company announced the release of its financial results for the three months ended September 30, 2026, alongside an updated financial outlook for the fiscal year ending March 31, 2027. Concurrently, Deckers announced a Board refreshment: Rati Sahi Levesque has been appointed to the Board of Directors and the Audit & Risk Management Committee, effective December 1, 2026. She succeeds Lauri Shanahan, who is retiring after more than ten years of service with no disagreements noted. Additionally, director Patrick J. Grismer will join the Corporate Responsibility, Sustainability & Governance Committee.

• Deckers announced financial results for the quarter ended September 30, 2026, and updated full-year fiscal 2027 financial outlook via furnished Exhibit 99.1.
• Rati Sahi Levesque appointed as a Director and member of the Audit & Risk Management Committee, effective December 1, 2026.
• Director Lauri Shanahan will retire effective December 1, 2026, after more than a decade of Board service, with Patrick J. Grismer joining the Governance Committee.

8-K Financial Filing Analysis for Deckers Brands (2026-09-15)

On September 14, 2026, Deckers Outdoor Corporation held its 2026 Annual Meeting of Stockholders with approximately 87% of outstanding common shares represented. Stockholders voted in favor of all three management proposals presented on the ballot. The approved proposals included the election of ten nominated directors to serve until the 2027 annual meeting, the ratification of KPMG LLP as the independent registered public accounting firm for the fiscal year ending March 31, 2027, and the advisory approval of named executive officer compensation (Say-on-Pay).

• Shareholder quorum reached approximately 87%, with 118,939,675 of 136,227,720 outstanding shares represented.
• All ten director nominees were elected to serve until the 2027 annual meeting of stockholders.
• KPMG LLP was ratified as independent auditor for FY2027 with 107,718,139 votes in favor, and executive compensation was approved with 98,561,214 advisory votes for.

6-K Financial Filing Analysis for On (2026-09-22)

On Holding AG submitted a Form 6-K furnishing a press release regarding its Investor Day meeting. In the furnished Exhibit 99.1, the company announced its new Three-Year Financial Outlook to institutional investors and market participants. The report was formally executed by Chief Financial Officer Frank Sluis on September 22, 2026.

• On Holding AG furnished Exhibit 99.1 announcing its Three-Year Financial Outlook presented at its Investor Day.
• The Form 6-K filing was formally signed by Chief Financial Officer Frank Sluis on September 22, 2026.

On signs Mbappé as it preps soccer entry

Swiss sportswear brand On has officially entered the soccer market by signing French superstar Kylian Mbappé as its newest brand ambassador. Mbappé, captain of the French national team and Real Madrid striker, will collaborate with product developers to test and refine future football footwear and apparel, marking a shift from traditional endorsements. The announcement coincided with Thierry Henry's appointment as Director of Football and the expansion of Swiss national player Sydney Schertenleib's role to include product development. On plans to leverage its LightSpray technology for football products, representing its largest step beyond running. Analysts view this as a strong start but caution about challenges competing with Nike and Adidas, citing performance credibility and low margins on cleats.

• On signed Kylian Mbappé as brand ambassador for its football division; financial terms and duration were not disclosed.
• Mbappé will work with product developers to test and refine football footwear and apparel.
• Thierry Henry was appointed Director of Football, a new role at On.

On to Host Investor Day on Tuesday, September 22, 2026

On announced it will host an Investor Day on September 22, 2026. The announcement was added to the newsroom on September 8, 2026.