Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q1 2016 call → NOWe need to determine if management describes that the company's way of doing things is being adopted, copied, or moved toward by others in its market, and that this convergence validates the company's position. Scanning the transcript: Ed Breen mentions "we have benchmarked cost against industry peer alongside McKenzie and they have confirmed that the $3 billion is achievable." That's about cost synergies, not about others adopting their way. Jim Collins discusses their approach to pricing, new products, etc. But no mention of competitors copying or adopting their methods. There is mention of "our direct sales model in North America gives us great visibility" but not that others are adopting it. No mention of industry standards converging on their design, or new entrants modeling themselves on them. The only possible hint: "We have benchmarked cost against industry peer alongside McKenzie" - that's benchmarking, not others adopting. Thus, no evidence of others following their lead. Answer NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| AES | The AES Corporation | Q1 2024 | 2024-05-03 | C+ |
| GGR | Gogoro Inc. | Q1 2023 | 2023-05-11 | D |
| TGT | Target Corporation | Q4 2022 | 2023-02-28 | C |
| ORAN | Orange SA | Q2 2018 | 2018-07-26 | B |
| USFD | US Foods Holding Corp. | Q1 2018 | 2018-05-12 | C |
| SHOO | Steven Madden, Ltd. | Q1 2017 | 2017-04-21 | C |
AES · Q1 2024 → YESThe question is: Does management describe that the WAY THIS COMPANY DOES THINGS is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS IN ITS MARKET, so that the company's own way of doing things is ...
GGR · Q1 2023 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?
TGT · Q4 2022 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?