Peter McGoldrick (Stifel)

Focus Areas5 topics

Demand2Margin1Guidance Reliability1Competitive Dynamics1Innovation & R&D1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

DECKDeckers Brands2 quarters

2026 Q2

Can you help us think about what's embedded in the outlook for the remainder of the year

MarginGuidance ReliabilityView in transcript →

2025 Q4

how we should think of your plans to manage the UGG brand in fiscal '27 on a wholesale versus DTC basis

DemandCompetitive DynamicsView in transcript →

how we should consider this moving forward? It seems like you've got some nice structural contributors from HOKA membership