The Motley Fool
07 Jan 2026, 20:15 UTC · 41w ago
Impact · against what's priced in
The article provides lagging data on the 2025 decline of TTD, DECK, and FISV, offering no new catalysts for a reversal. While DECK's valuation has compressed to a P/E of 16, the persistent tariff headwinds and growth deceleration are structural issues already reflected in its current price.
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What the story claims
5 claims · scored −1 bearish … +1 bullish
Trade Desk's revenue growth slowed to 18% in the quarter ending September 30, 2025, down from 27% the previous year.
So whatA significant deceleration in growth for a premium-priced growth stock typically leads to valuation compression and selling pressure.
More negative than 94% of claims this week
Deckers Outdoor's net sales growth slowed to 9% year-over-year in its most recent quarter, compared to over 20% a year prior.
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Revenue growth decelerated significantly to 18% from 27% the previous year, compounded by increased competition from Amazon and the departure of the CFO.
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Net sales growth slowed to 9% from over 20% a year prior, while Asian tariffs forced price increases and eroded the stock's growth premium.
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The stock is identified as one of the worst-performing names in the S&P 500 for 2025.
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Scored by the NIS engine · methodology.
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More negative than 90% of claims this week
Deckers Outdoor's business has been negatively impacted by tariffs on imported products from Asia, forcing price increases.
So whatOngoing trade barriers create a persistent headwind for margins and competitiveness in the apparel sector.
More negative than 85% of claims this week
Trade Desk is facing increased competition in the adtech market, specifically from Amazon.
So whatMarket share erosion by a hyperscale competitor like Amazon poses a long-term threat to the company's pricing power and growth.
More negative than 76% of claims this week
Trade Desk's CFO, Laura Schenkein, stepped down in August 2025.
So whatUnexpected executive turnover in the finance department can create uncertainty regarding internal controls or future guidance.
More negative than 68% of claims this week
Which stocks this story touches
More negative than 80% of ticker scores this week
The stock collapsed in 2025 due to increased competition from Amazon and the departure of its CFO.
More negative than 71% of ticker scores this week
The company struggled in 2025 with a significant loss in value due to tariffs and slowing growth.
More negative than 68% of ticker scores this week
Listed as one of the worst-performing stocks on the S&P 500 in 2025.
More positive than 56% of ticker scores this week
Mentioned as a growing competitor and bigger player in the ad market, putting pressure on rivals.
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The Motley Fool
2h ago
−20.4%
Price agrees with the score
$85.49 vs $107.46 close before publication (Jan 6) · not market-adjusted
DECK chart →−68.3%
Price agrees with the score
$12.59 vs $39.74 close before publication (Jan 6) · not market-adjusted
TTD chart →−29.9%
Price agrees with the score
$48.21 vs $68.76 close before publication (Jan 6) · not market-adjusted
FISV chart →
