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00:00 Speaker A
Deckers Outdoor, the makers of Ugg shoes reporting a stronger 2026 outlook than Wall Street estimated. The company is pointing to its Hoka running shoes, setting the pace for sales. Stock higher today. We should note, uh probably Brook, this stock, I mean, it is down about 50% over the past 12 months.
00:23 Brooke
Over the past 12 months, down about 47%, but seeing this remarkable run-up today, the excitement that Wall Street has about this potential, most of which many analysts and I have to look at the exact numbers, but at least two of the notes that I saw are on the sidelines here. They’re neutral. They’re really waiting for maybe a little bit more from the company. But what was encouraging today and really easing investor’s fear on this company is that they did see that stronger than expected sales. They also had bullish guidance.
00:51 Brooke
Simeon Siegel at Guggenheim saying that Hoka was nicely ahead of the street, the sneaker brand, also Ugg beating as well. And they said he said within the note to clients that management highlighted that Hoka saw positive inflection specifically here in the US, also pointing to Hoka’s gross margin improve year-over-year despite concerns around a promotional holiday. And on top of that, tariffs weren’t as bad of a hit as as Wall Street had anticipated there. Uh and also Dana Telsey pointing out within the note while third quarter results were encouraging, they expect investors to look for more sustained momentum here.
01:29 Speaker A
All right, Brook, the next one on our radar, Verizon with the telecoms company reporting an earnings beat, its profit guidance came in above expectations, wireless subscriber numbers at six-year highs. This all comes despite Verizon announcing mass layoffs in November. Uh plans to buy back as much as $25 billion in shares. I saw that too.
01:53 Speaker A
New new CEO Dan Schulman, who used to run PayPal, of course, saying we are now going to play to win and we will never again be content to be the hunting ground where our competitors take our share and our customers.
02:08 Brooke
I’m a little scared.
02:09 Speaker A
Strong words here for sure.
02:11 Brooke
Strong words initial. But definitely what goes to show is this is his first quarter really leading the helm of this company and definitely there’s some excitement about what this could eventually turn into. Evercore ISI saying that Verizon’s fourth quarter results were generally unsurprising though given the recent leadership change and CEO Dan Schulman’s focus really on this. In addition to that, we have to note that what we did see was that uh Verizon promos such as four lines for $100 really resonated with consumers and that really led to monthly bill paying wireless phone subscribers over the last few months of 2025 surpassing Wall Street’s expectations and so maybe one to watch here.
02:48 Speaker A
All right. Finally, um planemaker Bombardier, Bombardier is getting caught at the crosshairs of more tariff wars. President Trump today threatening to slap 50% levies on all Canadian-made aircraft. Bloomberg citing uh TD Cowen analyst as saying, even if actions they said threatened by Trump are reverted, we believe there will be heightened and potentially drawn out investor sentiment and valuation multiple pressure on the company and other Canadian aerospace companies that export to the US.
03:18 Brooke
Yes, this is traded on the Toronto Stock Exchange here. In as we make our way towards the close down about 6.3%. So, somewhat of a slide here. And what we do know is that this is sort of emphasizes this larger landscape of these tariff talks continuing to ripple through the markets, even though we felt like we got past it in 2025. Now as we enter into 2026, this ongoing uncertainty about what exact tariffs would go into effect is lingering here and definitely impacting this stock as well. And when you think about the the market, the opportunity that the US has, US being the larger, from what I understand, buyer, uh user of these private jets, definitely a significant impact for this company. and that’s what we’re seeing it lower today. And over the past year, worth noting that this company has seen a significant run-up up about 165%.
04:02 Speaker A
Wow. All right. Thank you, Brooke. Appreciate it.