Position doing the winning: current wins credited to a standing already held, with more arriving over it
The model's full reasoning — Q3 2017 call → NOWe need to determine if management credits an already-held standing for current wins and conveys that more business is arriving over that same standing. Key points from the transcript: - David mentions progress in strategic pillars, including innovation, e-commerce, etc. - He says "we continue to get traction from innovation in both Wet Shave and Sun and Skin Care." That's about innovation, not a standing. - He mentions "we grew share in Wet Shave and Sun" but attributes to innovation and promotional activities. - For Wet Shave, he says "innovation contributed to our market share gains" and mentions specific products. - For Sun, "we had all 5 of the top 5 new items" - that's new items, not standing. - He mentions "we launched our first direct-to-consumer site" - that's new, not standing. - He says "we continue to see unprecedented category declines and competitive pressure" - that's external. - He says "we grew share in Wet Shave and the Sun" but doesn't attribute to a standing position. Sandy's comments: She attributes gross margin improvement to lower product costs, operational efficiencies, favorable commodity costs, and product mix. Not a standing. For Wet Shave, she says "higher net sales in Men's Systems globally" but attributes to promotional activities and timing. She mentions "we had a price increase initiative in our Japan affiliate" - that's a pricing action, not a standing. For Sun, she says "growth in North America was largely driven by lower returns and lower promotional spend" - that's not a standing. For Feminine Care, she says declines due to distribution losses and competition. No mention of an already-held standing like an installed base, existing customer relationships, or a durable capability that is causing current wins. The wins are attributed to innovation, promotions, pricing, and cost savings. There is no mention of "customers choose us because of our existing position" or "we have a standing that brings business." Also, no mention of further business arriving over the same standing. The company is facing headwinds and revising sales outlook down. Thus, answer NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| NICE | NICE Ltd. | Q4 2023 | 2024-02-22 | B+ |
| ACGL | Arch Capital Group Ltd. | Q4 2023 | 2024-02-15 | B+ |
| CHT | Chunghwa Telecom Co., Ltd. | Q4 2023 | 2024-01-30 | C |
| IMAX | IMAX Corporation | Q2 2023 | 2023-07-26 | B+ |
| SPIR | Spire Global, Inc. | Q1 2023 | 2023-05-10 | B |
| FTHM | Fathom Holdings, Inc. | Q1 2023 | 2023-05-10 | C |
| BXSL | Blackstone Secured Lending Fund | Q1 2023 | 2023-05-10 | A |
| POOL | Pool Corporation | Q4 2022 | 2023-02-16 | C+ |
| EXFY | Expensify, Inc. | Q2 2022 | 2022-08-12 | D |
| HLIO | Helios Technologies, Inc. | Q1 2022 | 2022-05-10 | C |
| BXP | Boston Properties, Inc. | Q1 2022 | 2022-05-03 | A |
| GFS | GLOBALFOUNDRIES Inc. | Q3 2021 | 2021-11-30 | A |
| WMB | The Williams Companies, Inc. | Q3 2021 | 2021-11-02 | B |
| PRIM | Primoris Services Corporation | Q2 2018 | 2018-08-11 | C+ |
| ORAN | Orange SA | Q2 2018 | 2018-07-26 | B |
| ROK | Rockwell Automation, Inc. | Q4 2017 | 2017-11-08 | C |
| MKTX | MarketAxess Holdings Inc. | Q3 2017 | 2017-10-25 | C+ |
| LEA | Lear Corporation | Q2 2017 | 2017-07-26 | B+ |
| HPP | Hudson Pacific Properties, Inc. | Q4 2015 | 2016-02-25 | C |
EXFY · Q2 2022 → YESThe question is about whether management credits a standing the company already holds as the reason they're currently winning business, and that more is arriving over that same standing without a new ...YES The transcript shows management crediting their pre-existing bottom-up adoption model and differentiated platform position (already in place since day one, with SMB focus and unique acquisition mechanics) as the operative cause of current wins. This is evident in statements like the model being "overwhelmingly driving the success of our business" and competitors routing customers to them due to the same standing. Further business is conveyed as already arriving through the same position, with trends continuing and the best quarter ever achieved on that foundation, even as they note additional investments in sales and conferences.
FTHM · Q1 2023 → YESThe question is about whether management credits a standing the company already holds as the reason they're currently winning business, and if more business is arriving over that same standing without...YES The transcript shows management crediting the company's pre-existing low-cost flat-fee model, owned technology, and culture-driven retention as the durable standing already in place that is generating current wins (market share gains, 18% agent growth, 60% of March referrals, and transaction resilience vs. peers). They describe these as flowing directly from that standing rather than fresh effort, while conveying continuation through the referral program's ongoing positive impact and the model's ability to draw more agents without proportional new marketing push.
ORAN · Q2 2018 → YESThe question is about whether management credits a standing the company already holds as the reason they're currently winning business, and that more is arriving over that same standing without a new ...YES The transcript shows management repeatedly tying current wins (net adds, ARPU growth, EBITDA expansion) directly to a pre-existing durable position: the #1 convergent operator status already achieved through prior leadership in fixed/mobile networks and fiber rollout, plus the installed base of 10.