Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q1 2016 call → NOWe need answer YES/NO. Need analyze transcript. Question: Does management describe that company's way doing things is being adopted/copied/moved toward by others in market? Need identify if management says others following their lead, validating. Transcript: Larry discusses B-21 win, value proposition in defense. He says "It confirms our value proposition, not only in aerospace, but also in defense, as a proven, value-added, low-cost partner." That's not necessarily others adopting. Later on B-21: "I think what it does is it introduces DoD, at least over some progression to a different thought for how to go forward." That's about introducing DoD to different thought, but not necessarily others adopting company's way. He says "I think it's a chance to sell our value prop in a broader sense and hopefully expand the number of things we participate." That's future. No concrete description of competitors copying. There is mention of "we were able to compete in a very significant way as part of the B-21 program and then demonstrate our value" - not imitation. 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?