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Repeat pull from proven relationships plus room left

Repeat pull from proven relationships plus room left: the installed base is expanding on its own initiative and is still

Calls Tested
499
Answered YES
37
Hit Rate
7.4%
rare by design

Snap-on Incorporated (SNA) — this company's answers

NO on the Q3 2017 call 2017-10-19 B
The model's full reasoning — Q3 2017 call → NO我们根据提供的会议记录，管理层是否描述了现有客户/合作伙伴已采取更多行动，并且这些关系仍存在大量渗透空间。检查内容：RS&I集团的有机增长，连续四个季度高个位数增长，诊断和维修信息产品向独立维修店增长两位数，OEM经销商高个位数增长，底盘设备低个位数增长。这暗示现有客户正在购买更多。C&I集团，关键行业连续三个季度增长，SNA Europe连续16个季度销售增长和18个季度利润增长，提到BETMS系统直接接触终端用户。管理层还提到收购（Car-O-Liner、Sturtevant Richmont、BTC、Norbar）带来增量销售，但这些是收购而非现有客户扩展。关于现有关系是否仍保持低渗透，管理层在C&I和RS&I中并未明确说"这些客户仍只占一小部分"或类似表述。他们谈论增长但未明确强调现有关系仍处于早期阶段。在Tools集团，没有提到低渗透。需要检查是否有明确说明现有客户仍有大量空间。在C&I部分，他们说"critical industries are coming back"并持续增长，但未说"我们只渗透了一小部分"。在RS&I，他们谈论"强势增长"但未说"仍有很大空间"。在SNA Europe，"abundant opportunity"暗示还有空间，但这是欧洲整体，不是特定现有关系。管理层提到"favorable vehicle repair environment"和"runways for growth"，但未具体说现有客户关系仍低渗透。在问答部分，有关于工具团队的问题，但未涉及现有客户扩展。因此，尽管有增长数据，但管理层并未明确说这些增长来自现有客户的自发扩展，且仍处于早期阶段。更可能的是增长来自市场环境和新客户。检查是否有"existing customers"字样。搜索"repeat"或"reorder"等词。在关于RS&I的段落，提到"progress across all our businesses in that group with double digit increases in diagnostics and repair information products sold to independent repair shop owners and managers"——这暗示这些客户购买了更多，但未明确说这些是现有客户。可能包括新客户。没有明确说"现有客户正在扩大范围"。在C&I，提到"broad based gains across most of the critical industries"但未说现有客户。在SNA Europe，提到"reaching directly to end users"但未明确现有客户。没有明确的管理层陈述表明这些关系是"lightly penetrated"。因此，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 counterparties the company has ALREADY SERVED AND PROVEN ITSELF WITH — existing customers, accounts, partners, members, or programs — are CURRENTLY, ON THEIR OWN INITIATIVE, TAKING OR COMMITTING TO MEANINGFULLY MORE from the company than they previously did (larger or earlier reorders, broader deployments, added sites, products, or scope, relationships stepped up to bigger phases), AND does management convey that these same relationships remain LIGHTLY PENETRATED — that what these counterparties have taken so far is still a small share of what they could take — so that the expansion now visible is early? Answer YES when both halves come through in management's own words as one coherent, present-tense story, in whatever form fits the business: (1) real expansion behavior already occurring in the recent period across more than an isolated account — driven by the counterparties' own choice after direct experience, not by price increases pushed onto unchanged volumes, and not merely contractual auto-renewal; and (2) management conveying, directly or plainly in substance, that substantial room remains inside these same relationships — more sites, volume, scope, or usage those counterparties could still take — with the fuller contribution ahead of the reported results. Answer NO if growth is attributed mainly to new-customer wins with nothing about existing relationships deepening. NO if the expansion is only hoped for, in pipeline, or projected. NO if the deepening rests on a single account or a one-time bulge management expects to fade. NO if management indicates the relationships are already substantially penetrated with little room left. NO if retention or loyalty language is generic with no observed expansion behavior described. NO if the pattern appears only in an analyst's question that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
PPC Pilgrim's Pride Corporation Q1 2024 2024-05-03 A
DUOT Duos Technologies Group, Inc. Q4 2023 2024-04-01 F
GIII G-III Apparel Group, Ltd. Q4 2024 2024-03-14 C
KOPN Kopin Corporation Q4 2023 2024-03-14 C+
DASH DoorDash, Inc. Q3 2023 2023-11-01 C+
SPT Sprout Social, Inc. Q2 2023 2023-08-04 B+
AFL Aflac Incorporated Q2 2023 2023-08-02 C+
CARS Cars.com Inc. Q1 2023 2023-05-06 B
CALX Calix, Inc. Q1 2023 2023-04-20 C+
TOST Toast, Inc. Q4 2022 2023-02-16 C+
ADPT Adaptive Biotechnologies Corporation Q4 2022 2023-02-14 C+
PI Impinj, Inc. Q4 2022 2023-02-08 B+
DM Desktop Metal, Inc. Q2 2022 2022-08-08 F
FLYW Flywire Corporation Q1 2022 2022-05-14 B+
ZVIA Zevia PBC Q1 2022 2022-05-12 B
FARM Farmer Bros. Co. Q3 2022 2022-05-07 D
FAT FAT Brands Inc. Q4 2021 2022-03-21 F
SOPH SOPHiA GENETICS SA Q4 2021 2022-03-15 C
CYBR CyberArk Software Ltd. Q3 2021 2021-11-04 B+
ASAN Asana, Inc. Q2 2022 2021-09-01 B+
TENB Tenable Holdings, Inc. Q2 2021 2021-07-27 A
DGX Quest Diagnostics Incorporated Q2 2021 2021-07-22 B+
ADSK Autodesk, Inc. Q3 2019 2018-11-20 A
YUM Yum! Brands, Inc. Q2 2018 2018-08-02 C
ORAN Orange SA Q2 2018 2018-07-26 B
MKC McCormick & Company, Incorporated Q2 2018 2018-06-28 C+
CVS CVS Health Corporation Q1 2018 2018-05-02 B+
BCOV Brightcove Inc. Q1 2018 2018-04-26 B+
ILMN Illumina, Inc. Q1 2018 2018-04-24 A
ATI Allegheny Technologies Incorporated Q1 2018 2018-04-24 B
UPLD Upland Software, Inc. Q4 2017 2018-03-08 C+
HOLX Hologic, Inc. Q4 2017 2017-11-08 D
CCOI Cogent Communications Holdings, Inc. Q2 2017 2017-08-03 B
PTC PTC Inc. Q3 2017 2017-07-19 C+
WYY WidePoint Corporation Q3 2016 2016-11-09 D
GOGO Gogo Inc. Q1 2016 2016-05-06 C+
WK Workiva Inc. Q4 2015 2016-03-01 B

How the model reasoned

ZVIA · Q1 2022 → YESThe question is about whether management describes existing customers taking more from the company on their own initiative, and that these relationships are still lightly penetrated. YES Management describes existing customers (households and Club channel buyers) already taking meaningfully more through velocity (51% of growth), higher buy rates (+9%), and heavier consumption in the food channel, while conveying that these relationships remain lightly penetrated with substantial room ahead (new households, expanded flavors, broader deployments). This is 100% present-tense, driven by counterparties’ own choice after direct experience, not price hikes or auto-renewal, and the expansion is already occurring across multiple accounts rather than isolated or projected.
PI · Q4 2022 → YESThe question is about whether management describes existing customers expanding their business with the company, and that these relationships are still lightly penetrated. YES The transcript shows management describing existing customers expanding through program expansions, broader deployments, and continued system deployments that are already occurring and expected to drive large volumes in 2023 and beyond, while conveying that these relationships remain lightly penetrated with substantial room for further growth in scope, sites, and usage.
CVS · Q1 2018 → YESThe question is about whether management describes existing customers taking more from the company on their own initiative, and that these relationships are still lightly penetrated. YES The transcript shows management describing existing partnerships (Optum and Cigna clients) already taking more programs through an uptick in CVS Pharmacy and MinuteClinic offerings, driven by the companies' own adoption after experience, with continued opportunities for 2020 and beyond indicating substantial room remains in those relationships.

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Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our methodology.