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Analyst
Jon Komp
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q4 (6 quarters).
- Questions
- 13on tracked calls
- Challenge rate
- 15%2 of 13 questions
- Companies
- 2questioned at least once
- Reporting periods
- 6with 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 13 of 13 questions from 2 companies
DECKDeckers Brands10 questions · 5 reporting periods · 1 of 10 challenging
Calendar 2025 Q3
should we view that pressure and the unmitigated portion that you guided to for tariffs, is that more temporary
Show response
CFO confirmed margin decline is tariff-driven with some promotion. Will carry into FY2027 first half. Company will continue evaluating pricing levers given no pushback on increases so far. Q2 mitigation levers may not be available in back half.
Can you give somewhat of a buildup or some of the big buckets or growth opportunities that you see when you make that comment
Show response
CEO outlined 5 growth categories: performance run, trail, hike, fitness, lifestyle, plus apparel. $0.5 trillion addressable market. Tightened outgoing inventory for upcoming Gaviota, Mach, Transport, Speedgoat launches. Clifton update moved to fall 2026 to avoid overlapping with Bondi.
Calendar 2025 Q2
Could you maybe just talk a little bit more about the insights in the business currently that are driving you to focus on those areas
Show response
CEO acknowledged recent learnings: will space out key franchise launches, better align flow with commercial moments, tighten outgoing model inventory, and create more DTC differentiation as product assortment expands.
Is there a way to think about the minimum cash that you think you need to run the business
Show response
CFO noted strong cash position enables opportunistic share repurchases, particularly when stock price underappreciates results. Declined to specify minimum cash level.
Calendar 2025 Q1
I want to ask about the slowdown in HOKA USD to C. Steve, I know you mentioned several factors contributing
Show response
CFO acknowledged near-term US DTC pressure from model changeovers, wholesale expansion, and macro uncertainty but framed it as isolated. CEO emphasized Q4 was HOKA's biggest ever and expressed personal confidence in brand strength.
are there still scenarios where you think, you know, mid-teens or higher growth for the year is possible
Show response
CFO confirmed mid-teens HOKA growth framework in a normalized environment but held back full-year guidance due to tariff uncertainty. CEO emphasized enormous potential across regions, channels, and categories with international only one-third of US size.
Calendar 2024 Q4
what you're seeing out there in terms of the competitive dynamics, either now or over the next few quarters
Show response
CEO acknowledged improved competition but expressed confidence in HOKA innovation pipeline. Expansion will be selective, especially internationally.
The consolidated growth rate looks very low and the lowest you've seen in a while
Show response
CFO emphasized quarterly rates aren't indicative of brand health and the company manages for long-term. Refused to give FY26 targets but noted brands continue to resonate strongly.
Calendar 2024 Q3
are you seeing sort of any signs of a pullback in full price selling at this point
Show response
CFO clarified promotional assumptions are forward-looking, not currently observed. More product in channel than last year and new product introductions will drive some normal promotion.
could you give us a little more detail on how you're planning in the second half
Show response
CFO confirmed H1 growth front-loading was planned. H2 moderation expected as new door openings settle and inventory normalizes. Raised HOKA guidance to 24%.
NKENIKE, Inc.3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2025 Q4
Is that a reasonable timeline or playbook to think about China
Show response
Elliott declined to commit to a China timeline, citing the need for new capabilities and work through partners; Matt said NIKE needs flexibility to read and react and will share longer-term insight as confidence grows.
Calendar 2025 Q2
are there any scenarios where you could get back to total growth at any point in this year
Show response
Elliott did not commit to a growth inflection quarter but noted signals are working, with NA and EMEA furthest along and Greater China still cleaning up; NIKE will take it 90 days at a time.
Calendar 2024 Q4
are there sort of unique opportunities to become more efficient? Or is it purely going to be getting back to growth
Show response
Elliott noted supply chain as margin opportunity under new direct report. Matt identified NIKE Digital full-price recovery, fulfillment cost reduction, and reduced reliance on paid performance marketing as specific margin levers.
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 |
|---|---|---|
| DECK Deckers Brands | 10 | 10%1 of 10 questions |
| NKE NIKE, Inc. | 3 | 33%1 of 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 |
|---|---|---|---|
| 2024 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | 3 | 33%1 of 3 questions | 2 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 100%1 of 1 question | 1 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q43 questions · challenge rate 33% (1 of 3 questions) · 2 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth5
- Competitive Dynamics4
- Demand4
- Product Launch3
- Guidance Reliability3
- Margin2
- Trade Tariffs1
- Geographic Expansion1
- Capital Allocation1
- Macroeconomic1
Show all 11 topics
- Cost Pressure1