Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q3 2022 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. The transcript mentions PLC (limestone cement) as an initiative. Michael Haack says: "This is a product that can be produced by our competitors also. It is a limestone addition to cement. Each plant in our network -- we feel we're aggressively approaching this. We've done our homework, our research, and looked at when we could have our capital in place and start realizing the benefit of this. I can't comment on our competitors, where they stand in that cycle of how much investment it will take, how much time it will take for them to be operational on those aspects." This indicates that competitors can also produce it, but management does not say that competitors are actually adopting it. They just say it's possible. No mention of others following. Also, the company is not describing that others are copying its approach. So 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?