Value Investing with Sven Carlin, Ph.D.Published 2026-08-28
“ONON, LULU, NIKE, DECK, BIRK, ANTA Sector Analysis”
$DECKNo side taken
DECK is undervalued with low downside risk, but faces slow growth and brand longevity uncertainty.
Deckers, check those.
next one Deckers outdoor peaking a year and a half ago then crashing disastrously is a bit different because they have a few more brands we discussed this it went up a little bit now it's back down singledigit growth estimates not that great.
And now the question is when it will boom again. When it was growing like crazy then the market loves it. Then when it crashes the market hates it. But again P ratio 13 stable market saturation reached.
They are buying back stocks. But when they buy back stocks that means that the brand will last forever which is again a big risk with fashion stocks. The question is will the brand be there in 20 years? We don't know.