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Analyst
Blake Anderson
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 6 of 6 questions from 2 companies
RLRalph Lauren Corporation4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
I was wondering if you could unpack a little bit more what you're seeing in terms of local demand versus tourism?
Show response
Justin cited pressured EMEA traffic offset by higher conversion and basket sizes with a resilient core consumer; Patrice kept the 3-year mid-single-digit Europe ambition unchanged. Direct.
Calendar 2026 Q1
I wanted to ask on AUR. So that continues to be really strong at double digits. Despite all the macro dynamics
Show response
Justin noted outlets still have the most AUR runway across regions with levers including frequency, depth, and product elevation. Patrice added they are surprised on the upside with elevated price points in outlets.
Calendar 2025 Q4
I know you said the contraction on the operating margin side is mainly tariffs. I think gross margin
Show response
Justin said Q4 pressure is combination of reciprocal tariffs, timing shifts from accelerated receipts, smaller revenue quarter, and very strong prior year gross margin baseline. Broader mitigating actions including country of origin shifts and optimization will come into play through FY2027. Full-year gross margin expansion now 40-80bps. Q4 AUR guide raised to high single to low double digits.
Calendar 2025 Q2
if you could talk about your key investment areas for the rest of the year
Show response
Justin said Q1 SG&A leverage driven by better-than-expected sales. Marketing at 7.5% of sales, slightly ahead of target. Investment areas include marketing, key city ecosystems, new stores, digital capabilities, and next-gen transformation. Has built cost optimization muscle to flex expenses if needed.
DECKDeckers Brands2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
is there any color you can give us in terms of DTC versus wholesale?
Show response
Steve attributed the second-half growth-rate increase to international wholesale and distributor shipment timing, with no significant demand shift.
Calendar 2026 Q1
on the operating margin in the low 20s, it seemed like if we take the midpoint of that, it is kind of flat versus what you expect this year at 21.5
Show response
Steven noted continued strong gross margins driven by product value and pricing power, with opportunity for OpEx leverage. Multi-year margin setup similar to FY2027 framework.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| RL Ralph Lauren Corporation | 4 | 0%none of 4 questions |
| DECK Deckers Brands | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Margin3
- Demand2
- Capex Investment2
- Revenue Growth1
- Macroeconomic1
- Pricing1
- Competitive Dynamics1
- Trade Tariffs1