Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q4 2016 call → NOWe need answer YES or NO based on transcript. Need determine if management describes that their way of doing things is being adopted/copied by others in market, validating company. Search transcript. Management discusses competition, pricing competition in EVL from several larger banks that come in and out. That is copying? They say "We are weathering some pricing competition in this product from several larger banks, which we have seen come in and out of the market in the past." That is competitors following? Not necessarily adopting their approach, just pricing competition. Also CRE: "we are able to take advantage of opportunities that cannot be fulfilled by many of our competitors due to size and complexity." Not copying. Any mention of others moving toward company's way? No. They mention "we have woven deposits tightly into sales process... increased interest rates upon us and more competition focused on funding" - that's general trend, not company's lead. No. 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?