Rocky Brands (RCKY) Q2 FY26 earnings call

Rocky Brands delivered strong Q2 FY26 results, with accelerated sales growth across its portfolio and a significant boost to profitability from a tariff refund. The company is navigating a shifting tariff landscape and inflationary pressures by leveraging its D2C business and optimizing its supply chain, while also reinvesting in growth and debt reduction. Management is cautiously optimistic about the second half, raising full-year guidance despite ongoing cost headwinds.