Shares of Deckers (DECK) are taking a step up after earnings, though @LikeFolio's Megan Brantley points out that a "cautionary tale" is beginning form in Hoka. Her firm's data on consumer demand shows Hoka is flat compared to robust growth in On Holding (ONON) and Nike (NKE), even if UGG is picking up some slack. Megan says a rise in purchase intent posts suggest an incoming rise in demand for Hoka, so long as those tentative buyers follow up with a true purchase.
Podden och tillhörande omslagsbild på den här sidan tillhör
Schwab Network. Innehållet i podden är skapat av Schwab Network och inte av,
eller tillsammans med, Poddtoppen.
