Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q1 2023 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, and that management treats this as validation. Scanning the transcript: Rich Kruger talks about collaboration, benchmarking, best practices. He mentions that for the oil sands to be globally competitive, there is collaboration, and he mentions "pathways" as an example. But does he say others are adopting Suncor's approach? He says "I think collaboration and application of standards and best practices is very much a part of a winning formula." That's not about others copying Suncor. He also talks about being "best of the best" but that's a claim, not evidence of others following. There is no mention of competitors or new entrants following Suncor's specific methods, products, or strategies. No mention of industry standards converging on Suncor's design. No mention of suppliers retooling around Suncor. No mention of others explicitly modeling themselves on Suncor. The only possible hint is when Rich says "I think collaboration and application of standards and best practices" but that's generic. Thus, the 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?