u/montblanc2020

1 thesis · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$DECKr/wallstreetbetsDDbullish
u/montblanc2020 · 40d agono track record yet
Long 400 shares of DECK

$DECK DD: Hoka is taking over the trail and the stock is dirt cheap (11 P/E)

Hoka is dominating the exploding trail-running market with 35-40% market share at ultras, while DECK trades at an 11 P/E—far below its 30-year historical average and well below peers like NKE (21 P/E) and ONON (14 P/E). Strong fundamentals with double-digit revenue growth and high ROE suggest significant upside as consumer sentiment recovers.

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End of results.