Contrarian Corpus
Marcato vs. Deckers Outdoor Corporation

Deckers Outdoor Corporation · DECK

1 deck published between 2017-11-01 and 2017-11-01 — 59 pages, 59 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2017-11-01 proxy fight

    2017 11 Marcato Deckers Outdoor Presentation November 2017

    59pp · full_deck

    Deckers' board missed every margin target and wasted $600m on retail bloat and Sanuk; replacing them enables UGG focus, non-core divestitures and a doubling to $135-158.