Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q2 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 find evidence. Transcript: Dan Crowley discusses transformation, cost reduction, cash, etc. Mentions "Triumph Operating System" Lean events. But does he say others adopting? He says OEMs are adopting "automotive-like sourcing strategies" - that's industry trend, not company's. He says "many of the commercial aviation OEMs have hired ex-automotive types to run their procurement groups. So, they're bringing in sort of a paradigm of Lean production, efficient flow. And many of them want us to build factories close to their final assembly lines..." That is OEMs adopting lean, not Triumph's way. He says "The game is changing" - not that others follow Triumph. He mentions "we're being solicited by multiple teams" for T-X. No. Any mention of "new entrants explicitly modeling themselves on company"? No. "industry standards converging on company's design"? No. "customers telling company others trying to replicate"? No. Management claims "we're probably the world's leading business jet wing provider" but not adoption. No. Thus 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?