Jan. 18 at 4:53 AM
$DECK I am with you on this.
I sold a lot of my shares this week.
Here is my current thinking. UGG is going to have a great quarter domestically and internationakly. HOKA will do well internationally. If MN is indicative of the rest of the USA, HOKA is going to bomb on the year-over-year USA sales. I am seeing very few new pairs of HOKA’s being worn. Many people are shifting to
$ONON.
If MN is an anomaly in this regard, then HOKA USA sales may be fine. I no longer have faith in HOKA in the short term. Long term, management could turn things around.