HIGHBuilt-inGeographic
Vietnam and Indonesia manufacturing
“10-K Item 1A: 'the majority of which are located in Southeast Asia, predominantly in Vietnam and Indonesia, which exposes us to geographic concentration risk'”
DECK · Concentration risk · 10-K extracted
Deckers Outdoor (DECK) concentration risks
Updated
The most significant concentration Deckers Outdoor discloses is Vietnam and Indonesia manufacturing, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Deckers Outdoor’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH1
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partySupplier
two tanneries in China (sheepskin)
“10-K Item 1A: 'processed largely by two tanneries in China capable of meeting our quality, volume, and animal welfare standards'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile combines a manufacturing geography concentration and a supplier dependency that are distinct in scale but linked through the same broad Southeast Asia supply chain. The majority of manufacturing is located in Southeast Asia, predominantly in Vietnam and Indonesia, which the filing explicitly identifies as a source of geographic concentration risk — a high-share concentration by disclosed size and structural in character. The company's production footprint has been deliberately built in this region over time, making it a durable feature of the operating model that cannot be quickly rebalanced. Tariff changes, labor cost inflation, regulatory shifts, or geopolitical disruptions in Vietnam or Indonesia would affect a large portion of production capacity. Layered on that manufacturing geography risk is a supplier dependency of moderate disclosed size: processed sheepskin — a critical material for certain product lines — is sourced largely through two tanneries in China capable of meeting the company's quality, volume, and animal welfare standards. This concentration is a dependency by character; if either tannery were to face operational disruption, capacity constraints, or quality failures, the supply of processed sheepskin for affected products could be impaired without an immediately available alternative. The two exposures are geographically adjacent but functionally distinct: manufacturing geography is a broad country-level risk while the tannery dependency is a specific supplier relationship. Together they suggest that the supply chain's most vulnerable point is in Asia, with both the production base and a critical specialty material concentrated in the same broad region. Investors should watch trade policy developments affecting Vietnam, Indonesia, and China as the primary macro variable.
For the engine’s reasoning on DECK’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Footwear & Accessories
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| NKE | Nike, Inc. | 4 | 4 | 0 | 8 |
| SHOO | Steven Madden, Ltd. | 2 | 1 | 0 | 3 |
| DECK● | Deckers Outdoor Corporation | 1 | 1 | 0 | 2 |
| CROX | Crocs, Inc. | 0 | 3 | 0 | 3 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.