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![andrewcoye Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::225993181.png) Andrew Coye [@andrewcoye](/creator/twitter/andrewcoye) on x 2189 followers
Created: 2025-07-17 14:46:09 UTC

I will be surprised if $DECK is a value trap at this valuation and with its existing sales momentum. Sector slowed down, ASICS copied well, valuations across apparel contracted and tariffs struck Vietnam.
It became wildly overvalued (>45x PE in Jan) post S&P500 inclusion and 6:1 split and is now at a point where ramped buybacks add value. 
Needs a few quarters to grow through tariff cost headwind and resume EPS growth thru operating leverage.


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**Related Topics**
[debt](/topic/debt)
[eps](/topic/eps)
[told](/topic/told)
[sp500](/topic/sp500)
[tariffs](/topic/tariffs)
[$7936t](/topic/$7936t)
[asics](/topic/asics)
[momentum](/topic/momentum)

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andrewcoye Avatar Andrew Coye @andrewcoye on x 2189 followers Created: 2025-07-17 14:46:09 UTC

I will be surprised if $DECK is a value trap at this valuation and with its existing sales momentum. Sector slowed down, ASICS copied well, valuations across apparel contracted and tariffs struck Vietnam. It became wildly overvalued (>45x PE in Jan) post S&P500 inclusion and 6:1 split and is now at a point where ramped buybacks add value. Needs a few quarters to grow through tariff cost headwind and resume EPS growth thru operating leverage.

XXXXX engagements

Engagements Line Chart

Related Topics debt eps told sp500 tariffs $7936t asics momentum

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