Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q4 2022 call → NOWe need to determine if management describes that their way of doing things is being adopted, copied, or moved toward by others in the market, and that this convergence validates their position. The transcript mentions CMS publishing ASPs for skin substitutes, which is a regulatory change. Management says they applaud CMS for pushing forward with initiatives to publish ASPs, and that this represents a significant long-term growth opportunity. They also mention competitive pressure from smaller amniotic players operating outside the published ASP framework. However, this is not about others adopting their approach; it's about regulatory changes and competitive noise. Management does not describe competitors copying their methods or products. They talk about their own strategy and execution. There is no mention of others following their lead. The only possible angle is that CMS publishing ASPs aligns with their own practices, but that's not a market adoption of their way. They also mention that they expect to see competitive impact get better once CMS publishes more products, but that's not about others adopting their approach. So answer is 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?