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Analyst
Sam Poser
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 20on tracked calls
- Challenge rate
- 5%1 of 20 questions
- Companies
- 2questioned at least once
- Reporting periods
- 9with 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 20 of 20 questions from 2 companies
DECKDeckers Brands17 questions · 8 reporting periods · 1 of 17 challenging
Calendar 2026 Q2
On HOKA, with the mix of the business, how much of the -- both the margins and the revenue in the first quarter
Show response
Steve declined to quantify but confirmed better closeout management contributed to Q1 gross-margin overperformance.
Calendar 2026 Q1
In 2024, it looks like it started really early. And then this year, it started this past year, it started much later. How are you looking at the flow of the business this year
Show response
Steven noted consumer purchasing becoming more event-driven creating peaks and valleys, but consumers still showing up for the brand. Also building bigger spring/summer business with more relevant product.
How much did you pay in tariffs under IEPA?
Show response
Steven confirmed $120 million gross tariff amount paid. Accounting for refunds to be determined when received; noted cost-sharing partners will also be considered.
Calendar 2025 Q4
Can you give us some idea of how the domestic DTC business was for HOKA and for UGG
Show response
Management confirmed both UGG and HOKA US DTC were positive but declined to provide specific growth rates despite repeated requests. CFO clarified apparent wholesale decline was driven by Koolaburra brand phaseout, not UGG or HOKA weakness.
How do you define lifestyle? I mean, because a lot of product over the years has -- so the product has run over the years has just always hit the it's a gray area
Show response
CEO acknowledged gray area between lifestyle and performance. Performance products being adopted for lifestyle use gives HOKA more permission to move into lifestyle-defined category. CFO added consumer comfort experience with HOKA driving organic lifestyle adoption.
Calendar 2025 Q3
you talked about the healthy order book in for spring. I assume that's for both UGG and HOKA. Can you define what that means
Show response
CEO declined specific order book details but expressed happiness. CFO added that order books are up versus prior year. Both spring/summer 2026 and early fall 2026 reactions are positive.
are there any lower profile max cushioning? Or are we going to see any evolution to lower-profile shoes out of HOKA
Show response
CEO confirmed lower-profile products coming including Solimar, new Transport, and Speedgoat 2 lifestyle. Pipeline expanding to broader array of silhouettes.
how you saw that business like peak in valley? And are you seeing any big differences between the peak like peaks and valleys versus last year
Show response
CEO noted deeper valleys and higher peaks in demand patterns. Back-to-school was strong, holiday expected strong, but Sep-Oct are weaker periods. CFO acknowledged caution in guidance but emphasized building brands for long term over chasing quarterly numbers.
Calendar 2025 Q2
can you delineate with both HOKA and with UGG, how the stores performed
Show response
Analyst pressed multiple times for specific store vs e-commerce comp data. CFO confirmed retail comps outperformed e-commerce but declined to break out specific numbers despite repeated requests. CEO added retail performed better than e-commerce significantly.
have you seen any change in rate of sales since you raised those prices in short time
Show response
CEO confirmed no material sales decline from July 1 price increases. CFO noted FY2026 will see increased promotions versus last year's exceptionally low levels. Q2 guidance embeds increased promotion assumptions.
Calendar 2025 Q1
on the inventory when we think about inventory at the end of Q1, are you going to be pulling forward
Show response
CFO confirmed intentionally higher Q1 inventory from both US tariff pull-forward and European DC transition. Emphasized inventory remains incredibly lean and well managed.
Can you talk about sort of how you're approaching that with HOKA? And, you know, what, you know, what, you know, the decision-making factors in that
Show response
CEO emphasized productivity-driven expansion with revenues growing faster than door count. Mentioned Journeys test going well for younger consumers, adding doors with sporting goods and athletic specialty partners including Intra Sports, JD group.
Are there any new models? Are you working on some new models that nobody has seen yet? Maybe making silhouette changes
Show response
CEO confirmed strong pipeline including lower-profile versions. Highlighted Mahatah Speedlite performing well at higher tiers and Speedgo 2 off to a great start in pinnacle distribution.
Calendar 2024 Q4
why should we expect markdowns? I mean, unless it happens in March, when like -- you won't have anything left anyway
Show response
CFO explained Q4 markdown expectations stem from remaining Q3 inventory, model changeovers (Clifton 9 to 10), and seasonal closeouts being higher than abnormally low prior year.
you just gave us 150 basis points for freight. Can you give us sort of how you're foreseeing the gross margin to play in a range
Show response
CFO quantified Q4 GM headwinds: freight ~150bps, FX ~50bps, closeout/promotions up to 100bps. Tailwinds from mix less than 50bps all-in.
Calendar 2024 Q3
Can you give us some idea of how you're thinking about tariffs going forward
Show response
CFO acknowledged tariff uncertainty pre-election but noted it is too early to assess and not embedded in current guidance.
how much of the gross margin headwind is freight versus promotions
Show response
CFO quantified freight headwinds at ~70bps but declined to break out specific product-level markdown impacts for Clifton 9 and Bondi 8 transitions, saying he'd approach it from a higher level.
NKENIKE, Inc.3 questions · 1 reporting period · 0 of 3 challenging
Calendar 2026 Q3
in the family channel and your sub core products, sub-$100 price point, is most of that product live in Sportswear?
Show response
Hill said core footwear for the Family channel spans all performance sports plus Sportswear at a $65 to $85 segment.
the regional expectation by geography for the year sort of relative to Q1, where you anticipate sales will trend
Show response
Denton declined regional guidance but said China will be further dampened versus Q1 for the rest of the year.
I think, about 18 months to market, what are you trying to get that speed up to like when you optimize it?
Show response
Hill deferred the speed-to-market target to Investor Day and summarized Pace's supply chain, India campus and three-geo structure.
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 | 17 | 6%1 of 17 questions |
| NKE NIKE, Inc. | 3 | 0%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 |
|---|---|---|---|
| 2024 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q1 | 3 | 0%none of 3 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 3 | 0%none of 3 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 3 | 0%none of 3 questions | 1 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q42 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q33 questions · challenge rate 0% (none of 3 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand6
- Margin5
- Product Launch4
- Competitive Dynamics4
- Pricing3
- Trade Tariffs3
- Cost Pressure3
- Geographic Expansion2
- Innovation & R&D2
- Macroeconomic2
Show all 14 topics
- Inventory2
- Guidance Reliability1
- Supply Chain1
- Revenue Growth1