All Content from Business Insider 07月26日 00:23
Hoka is having a moment — the running brand posted record quarterly sales
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Hoka在2026财年第一季度取得了历史性的销售佳绩,营收高达6.53亿美元,同比增长20%。母公司Deckers的财报显示,Hoka与Ugg共同推动了国际营收的50%增长,尤其在亚太地区,中国市场的零售表现尤为突出。面对美国市场的消费环境波动及关税挑战,Deckers计划通过提高产品价格来部分抵消影响。公司CEO表示,Hoka的成功很大程度上归功于其批发合作伙伴关系,这反映了美国消费者从线上折扣转向实体店购物的趋势。同时,Hoka也在谨慎扩张自有零售门店,并期望通过直接面向消费者(DTC)业务,将新获取的消费者转化为忠实的回头客。

🚀 Hoka创下历史最佳季度表现,2026财年第一季度实现销售额6.53亿美元,同比增长20%。这标志着该跑步品牌在市场上的强劲增长势头。

🌍 国际市场成为Deckers增长的关键驱动力,Hoka与Ugg共同助力国际营收增长50%。特别是在亚太地区,Hoka在中国市场的零售表现显著,凸显了其全球化战略的成功。

📈 为应对美国市场的关税压力和消费者环境的波动,Deckers计划在2026财年内持续提高产品价格,以部分抵消成本增加的影响。此前已对部分Hoka产品进行了价格调整。

🤝 Hoka的成功得益于其稳固的批发合作伙伴关系,这与当前美国消费者偏爱实体店购物的趋势相吻合。品牌同时也在稳步拓展自有零售门店,并致力于发展直接面向消费者(DTC)业务,以培养长期客户忠诚度。

Hoka broke its own records in its first quarter of 2026.

Hoka is on the move and reaching a new personal best.

The running brand had the "largest quarter in its history" in the first quarter of its 2026 fiscal year with $653 million in revenue, parent company Deckers reported on Thursday. The brand's sales grew 20% sales year over year.

The footwear giant highlighted its international growth as it navigates tariff-related challenges in the US. Hoka, along with Ugg, drove a 50% increase in Deckers' international revenue for Q1. Hoka got a shoutout for its success in the Asia-Pacific region, specifically its performance in retail stores in China.

"The strength of our business continues to be driven by the remarkable growth in our international markets," CEO Stefano Caroti said on the company's earnings call, adding that it was "navigating a choppy US consumer environment."

Deckers' total revenue was $965 million for the first quarter, surpassing analysts' estimates of $901 million.

Caroti told investors he expects the fast-paced growth to continue in the second quarter. Ugg and Hoka are among the "most consumer-loved brands in our industry," he said.

However, he said that Deckers plans to continue increasing product prices during fiscal year 2026 to "partially offset tariff headwinds." The company raised prices on some Hoka products in July.

The company attributes much of Hoka's success to its wholesale partnerships, marking an ongoing shift from online deal-hunting to in-person shopping for US consumers, Caroti said. The brand is known for its ultra-cushioned running shoes that have become popular among athletes.

Meanwhile, it's expanding its own retail store locations "on a much smaller scale." Leaning into the direct-to-consumer business at the expense of wholesale relationships has cost some competitors like Nike, which is trying to course-correct.

"Over time, we expect our DTC business to benefit from the conversion of newly acquired consumers to loyal, repeat purchasers," Caroti said.

Read the original article on Business Insider

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Hoka Deckers 财报 国际增长 批发业务
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