Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q3 2017 call → NOWe need answer YES or NO. Need analyze transcript. Question: Does management describe that the company's way of doing things is now being adopted/copied/moved toward by others in market? Need identify if management says others following Ferrari's lead, validating. Transcript: Sergio Marchionne discusses F1, pricing in euros, product strategy. He says "one of the things that Ferrari has to resolve... given scarcity... pricing mechanisms in euros... need to be unimpacted by foreign exchange fluctuations... drive their pricing mechanism to the field. And we intend to do that hopefully within the next six months." That's about company adopting own approach, not others. Any mention of others copying? There is discussion about Porsche Passport? Analyst asks if applicable to Ferrari. Sergio says applicable to Maserati, not Ferrari. No. F1: "unless we find set of circumstances... Ferrari will not play." Not about others adopting. Maybe "the conversation in its market has shifted..." No. Management says "we owe you a 5-year plan" etc. No. Question asks: Does management describe that the WAY THIS COMPANY DOES THINGS is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS? No such. There is mention of "the market" maybe? No. Need 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?