5/14/26 - $deck - already px'ing in... buyDeckers Outdoor CorporationNYSE:DECKVROCKSTAR5/14/26 :: VROCKSTAR :: DECK already px'ing in... buy - hoka trends > on - valuation perhaps cleanest at 10x ebitda and mid-teens PE - HSD fcf generation on a net cash balance shee - ONON and BIRK results and consumer data showing slowdown in consumer is not news to us at this point - this stock already px'ing in that action - i'd be a buyer lower - and unlike YETI (where GT's confirmed and chart had nice setup), this one does have that lower high may (but it's not dissimilar to the other shoe brands except the sell off already happened). the google trends (GTs) look solid and still above trend - i'd buy this here and lower - expect a pop into results. i'm necking out w/ some 70 delta calls for sep for juice V