Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q3 2021 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. The transcript includes discussion about ESG, coke quality, and how SunCoke is positioned. Mike Rippey talks about how their coke is high quality and that as customers reduce coke usage, they need higher quality coke, which SunCoke produces. He says "we're perfectly fine with it" and "we're the producer of that high quality coke." He also mentions that they are well positioned for an ESG-centric future, and that they are the newest fleet, most environmentally friendly, and efficient. He says "we sit in a very nice place on that supply curve" and that they are not in the high-cost inefficient corner. He also mentions that they entered the foundry market and that supply left because high-cost polluting producers left. He says "we stand ready to serve them and we'll help them in their journey to reduce their carbon footprints." This is about their positioning, not about others adopting their approach. There is no mention of competitors copying their methods, or industry standards converging on their design. The discussion is about how they are well positioned due to their quality and efficiency, but not that others are following their lead. The analyst question about ESG and using coke is answered by Mike explaining their advantages, but not that others are adopting their way. So 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?