Rocky Brands, Inc. Q4 2025 Earnings Call Summary

Core Viewpoint - The company anticipates low-teens EPS growth, with earnings expected to be concentrated in the second half of the year due to front-loaded tariff impacts in Q1 [1] Group 1: Earnings and Growth Expectations - Management has modeled margins based on a 15% tariff rate, despite only having seen an executive order for a 10% rate [1] - The company assumes that these tariff rates will remain for the rest of the year [1] - Any changes in tariff rates occurring in August would not provide a benefit until 2027, as the company carries six months of inventory [1]