Deckers Outdoor Q2 2027: A Tariff Refund Masked the Real Story
Published . Updated .
The 29% earnings beat leaned on a one-time IEEPA tariff refund, and traders saw through it immediately. Revenue missed expectations and direct-to-consumer comparable sales fell, even as management ra…
Directly affected
- DECK Deckers Outdoor-3.8%
Named in this report.
Indirectly affected
- XLE Energy Select Sector SPDR+4.9%
Energy prices move when sanctioned supply is blocked
- USO United States Oil Fund+0.9%
This fund moves with oil prices
- XOM Exxon Mobil+7.9%
Oil producers move when sanctioned barrels leave the market
- CVX Chevron+6.6%
Oil producers move when sanctioned barrels leave the market
- AAPL Apple+5.3%
Sales and supply chains are exposed to a new tariff
- NKE Nike+1.2%
Sales and supply chains are exposed to a new tariff
- SLB SLB-4.1%
Oilfield work in sanctioned regions can be cut off
- GLD SPDR Gold Shares-3.3%
Gold is a usual haven when a conflict or sanction escalates
- LMT Lockheed Martin+4.2%
Defense contractors get more work when conflict spending rises
- SPY SPDR S&P 500
The broad market moves when a major sanction lands
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| DECK | +0.52% | +2.55% | base | after close | after close | after close | after close |
| XLE | +0.97% | +0.55% | base | after close | after close | after close | after close |
| USO | -0.46% | -1.11% | base | after close | after close | after close | after close |
| XOM | +0.46% | -0.17% | base | after close | after close | after close | after close |
| CVX | -0.70% | -0.41% | base | after close | after close | after close | after close |
| AAPL | -1.42% | -2.49% | base | after close | after close | after close | after close |
| NKE | -3.09% | -1.10% | base | after close | after close | after close | after close |
| SLB | -0.14% | +0.83% | base | after close | after close | after close | after close |
| GLD | +3.51% | +2.33% | base | after close | after close | after close | after close |
| LMT | -6.43% | -7.02% | base | after close | after close | after close | after close |
| SPY | -0.09% | +0.66% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Deckers Outdoor Q2 2027: A Tariff Refund Masked the Real Story 24/7 Wall St.
Source: 24/7 Wall St.
This story
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | three days earlier | -2.49% | final price |
| AAPL | five days earlier | -1.42% | final price |
| CVX | three days earlier | -0.41% | final price |
| CVX | five days earlier | -0.70% | final price |
| DECK | three days earlier | +2.55% | final price |
| DECK | five days earlier | +0.52% | final price |
| GLD | three days earlier | +2.33% | final price |
| GLD | five days earlier | +3.51% | final price |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| NKE | three days earlier | -1.10% | final price |
| NKE | five days earlier | -3.09% | final price |
| SLB | three days earlier | +0.83% | final price |
| SLB | five days earlier | -0.14% | final price |
| SPY | three days earlier | +0.66% | final price |
| SPY | five days earlier | -0.09% | final price |
| USO | three days earlier | -1.11% | final price |
| USO | five days earlier | -0.46% | final price |
| XLE | three days earlier | +0.55% | final price |
| XLE | five days earlier | +0.97% | final price |
| XOM | three days earlier | -0.17% | final price |
| XOM | five days earlier | +0.46% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Deckers Outdoor (DECK) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 27 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Deckers Outdoor (DECK), worth $1,001 - $15,000 on 18 Sep 2026. That is 34 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Deckers Outdoor (DECK) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 52 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 83 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 50 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Chevron (CVX), worth $15,001 - $50,000 on 31 Jul 2026. That is 83 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $100,001 - $250,000 on 22 Sep 2026. That is 30 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Apple (AAPL) (held by a dependent child), worth $1,001 - $15,000 on 8 Sep 2026. That is 44 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Cleo Fields bought Apple (AAPL), worth $1,001 - $15,000 on 8 Sep 2026. That is 44 days before publication. Filed 1 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 55 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Deckers Outdoor Q2 2027: A Tariff Refund Masked the Real Story” scores 12 out of 100. The score uses 1 sources.