Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Peter McGoldrick
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with 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 3 of 3 questions from 1 company
DECKDeckers Brands3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
Can you help us think about what's embedded in the outlook for the remainder of the year
Show response
Steve said the Q1 closeout tailwind was unique to the quarter and the balance of the year assumes a normal promotional cadence.
Calendar 2025 Q4
how we should think of your plans to manage the UGG brand in fiscal '27 on a wholesale versus DTC basis
Show response
CEO emphasized balanced growth across all channels, regions, and categories. 365 offering, sneaker category with Lowmel, and classic products all performing. CFO explained FY2026 wholesale timing driven by European DC move and strong demand from partners wanting product earlier.
how we should consider this moving forward? It seems like you've got some nice structural contributors from HOKA membership
Show response
CFO confirmed continued DTC improvement trajectory as anticipated. Work to drive full-price consumers through DTC channel is working, evidenced by HOKA gross margin expansion in the quarter.
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 | 3 | 0%none of 3 questions |
- DECKDeckers Brands · 3 questions0%none 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 |
|---|---|---|---|
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Margin1
- Guidance Reliability1
- Competitive Dynamics1
- Innovation & R&D1