Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q2 2022 call → NOWe need answer YES or NO. Need determine if management describes others adopting/copying their way. Transcript: They discuss migration of procedures to outpatient ASCs, growth in orthopedics, cardiac. They say "transition of procedures out of traditional acute care inpatient settings continues to accelerate." They talk about "significant shift in site of care." But is that others adopting their approach? They are part of industry shift. They mention "We are the value in value-based care." They talk about payers embracing. But do they describe competitors copying? Not really. They mention "new entrants explicitly modeling themselves"? No. They mention "industry standards"? No. They mention "physicians and patients have learned how to navigate outbreaks." Not about copying. They mention "we are preparing for next wave" etc. They claim "business model continues to demonstrate durability." But no concrete description of others following their lead. They mention "we are the value in value-based care" but not that others are adopting. They mention "payors are really embracing it" but that's not copying company's way? They say "we are value-based care in fee-for-service world." But no others following. So answer NO. Need final only YES or 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?