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 their way of doing things is being adopted, copied, or moved toward by others in the market. The transcript is about Frontier Group Holdings. They discuss their low-cost model, GoWild Pass, network changes, etc. They mention that they have a cost advantage, but do they say others are following them? They talk about their own strategies, but no mention of competitors copying. They mention that they are a leader in ancillary revenue, but that's not about others adopting. They talk about their network changes to exploit peak/off-peak demand, but no mention of others doing the same. They mention that they have a high repeat business, but not that others are copying. The only possible thing is that they say "we are the highest utilization airline" but that's not about others following. They don't describe any external adoption. 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?