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Geographic or market replication just started working outside the home base

Calls Tested
500
Answered YES
34
Hit Rate
6.8%
rare by design

DICK'S Sporting Goods, Inc. (DKS) — this company's answers

NO on the Q4 2022 call 2023-03-07 B
The model's full reasoning — Q4 2022 call → NO我们只需要根据提供的文本判断是否符合条件。文本中，管理层提到DICK'S House of Sport是新的概念，在2021年推出，最初三个地点超出预期，现在计划扩张。但问题问的是“original market, territory, or setting”中已证明的业务是否“recently begun producing REAL RESULTS IN NEW TERRITORY”。这里，House of Sport是公司内部的新概念，不是地理上的新领土，而是新业态。而且，管理层说“our initial three locations have exceeded our expectations”，这些是新的地点，但公司本身是成熟的零售商。然而，问题要求的是“the same proven offering now demonstrably working in a second place”，即同一产品在第二个地方工作。这里，House of Sport是新的概念，不是原有业务的复制。另外，管理层没有明确说这是“away-from-home results”作为早期证据。更关键的是，问题要求“new territories remain a small share of the company today”，而这里House of Sport是公司整体的一部分，但公司主要业务还是DICK'S门店。但管理层没有明确说新概念是“small share”。而且，问题要求“management presents the away-from-home results as early evidence that the proven model travels”，这里管理层说“House of Sport will be a significant part of our future growth story”，但并没有说这是“proven model travels”的早期证据。实际上，House of Sport是公司内部创新，不是地理扩张。因此，不符合条件。答案应为NO。

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Show the exact prompt the model was given
Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that a business already proven in the company's ORIGINAL market, territory, or setting has RECENTLY begun producing REAL RESULTS IN NEW TERRITORY — additional regions, countries, markets, or settings the company has recently entered — with management presenting the away-from-home results as early evidence that the proven model travels, while the new territories remain a small share of the company today? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent pattern with all three present: (1) A HOME-PROVEN BASE: the company has an established, working business in its original market or setting, treated by management as demonstrated rather than in question; (2) AWAY RESULTS NOW REAL AND RECENT: in the recent period, the new territories or markets are actually transacting — real customers, orders, revenue, openings, volumes, or usage happening there now, described with concrete substance and recency, not merely entered, announced, or staffed; and (3) EARLY AND EXPANDING: management conveys that the new-territory contribution is still a small part of the company, that the early results support pressing further, and that continued expansion is underway or committed — so the reported results reflect mostly the home business while the replication is just beginning to layer on top. The territory may be geographic or a genuinely distinct market or setting; what matters is the same proven offering now demonstrably working in a second place. Answer NO if the away expansion is only planned, announced, or pre-revenue. NO if new territories are already the bulk of the business. NO if the away results are one immaterial anecdote. NO if expansion is chiefly by acquisition just consolidated rather than the company's own model replicating. NO if the home business itself is failing and expansion is escape. NO if the pattern appears only in an analyst's question management does not affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
ASO Academy Sports and Outdoors, Inc. Q1 2024 2024-06-11 C+
LINC Lincoln Educational Services Corporation Q1 2024 2024-05-06 B+
GRBK Green Brick Partners, Inc. Q3 2023 2023-11-01 B
FSBC Five Star Bancorp Q3 2023 2023-10-31 B
TGLS Tecnoglass Inc. Q2 2023 2023-08-08 A
PTLO Portillo's Inc. Q2 2023 2023-08-05 B
PFIE Profire Energy, Inc. Q1 2023 2023-05-13 B
M Macy's, Inc. Q4 2022 2023-03-02 D
ADPT Adaptive Biotechnologies Corporation Q4 2022 2023-02-14 C+
HBB Hamilton Beach Brands Holding Company Q3 2022 2022-11-05 C
SYY Sysco Corporation Q1 2023 2022-11-01 C+
HLNE Hamilton Lane Incorporated Q1 2023 2022-08-02 C+
OGI OrganiGram Holdings Inc. Q3 2022 2022-07-14 B+
SE Sea Limited Q1 2022 2022-05-17 F
ADSE ADS-TEC Energy PLC Q4 2021 2022-04-28 D
SOPH SOPHiA GENETICS SA Q4 2021 2022-03-15 C
RELY Remitly Global, Inc. Q4 2021 2022-03-02 B
VNDA Vanda Pharmaceuticals Inc. Q4 2021 2022-02-23 F
GTES Gates Industrial Corporation plc Q4 2021 2022-02-07 C+
MOMO Hello Group Inc. Q3 2021 2021-11-30 D
SXC SunCoke Energy, Inc. Q3 2021 2021-11-01 A
LOPE Grand Canyon Education, Inc. Q2 2021 2021-08-08 C
UFI Unifi, Inc. Q4 2021 2021-08-07 B
TENB Tenable Holdings, Inc. Q2 2021 2021-07-27 A
SATS EchoStar Corporation Q1 2018 2018-05-10 C+
INST Instructure's Q4 2017 2018-02-12 B+
HOLX Hologic, Inc. Q4 2017 2017-11-08 D
IR Ingersoll-Rand Plc Q3 2017 2017-10-25 B
BIIB Biogen Inc. Q2 2017 2017-07-25 B
CNS Cohen & Steers, Inc. Q2 2017 2017-07-20 B
KHC The Kraft Heinz Company Q1 2017 2017-05-03 F
SHOO Steven Madden, Ltd. Q1 2017 2017-04-21 C
MDLZ Mondelez International, Inc. Q4 2016 2017-02-07 C
GOGO Gogo Inc. Q1 2016 2016-05-06 C+

How the model reasoned

RELY · Q4 2021 → YESThe question is about whether management describes a business proven in the original market that has recently begun producing real results in new territories, with those new territories still a small ...YES The transcript shows management describing a home-proven base in the US (original market), with away-from-home results in new territories (outside the US) now real and recent—$120 million revenue in 2021, up from $58 million in 2020, across expanded corridors (over 2, 100 total, with 700+ new last year). These new territories remain a minority share at 26% of total revenue, described as early-stage investments supporting long-term growth via localization in unlaunched geographies, with the model replicating through the same playbook.
LOPE · Q2 2021 → YESThe question is about whether management describes a business proven in the original market that has recently begun producing real results in new territory, with all three elements: home-proven base, ...NO The transcript shows Orbis as an acquired business (29 months ago) that management is now expanding through new partnerships and sites in additional territories. This does not meet the criteria because the expansion is chiefly by acquisition and consolidation rather than the company's own model replicating independently in new territories. The away results are real and recent 4,210 enrollments up 13.2%, but the pattern does not fully align with the required home-proven base and early expanding replication of the original model.
TENB · Q2 2021 → YESThe question is about whether management describes a business proven in the original market that has recently begun producing real results in new territories, with those new territories still a small ...YES Management describes a home-proven base in traditional IT/VM, with recent real results in OT (six-figure cross-sell win at a large public utility, early deployments successful) and AD (early stages with successful traction), plus EMEA outperformance. These new settings remain small contributions today, with management framing 2024 investments as support for continued expansion of the proven model.

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