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Conversion calendar in hand

Conversion calendar in hand: management narrates the coming year as dated deliveries of business already secured

Calls Tested
443
Answered YES
6
Hit Rate
1.4%
rare by design

Sysco Corporation (SYY) — this company's answers

NO on the Q1 2023 call 2022-11-01 C+
The model's full reasoning — Q1 2023 call → NO我们根据提供的财报电话会议记录,判断管理层是否在讨论未来四个季度时,列出了具体已确定或已在进行中的业务转换时间表,并以此作为前瞻叙述。 分析要点: 1. 管理层是否提到已确定的、已签约或已启动的具体业务,并附有大致时间框架? 2. 这些项目是否被视为未来业绩的主要驱动力,且当前报告期尚未反映其贡献? 在记录中: - Kevin Hourican 提到“Sysco Your Way”项目,说“we are winning substantial new customers within these neighborhoods and existing customers are buying more product on a weekly basis. Over the past quarter, we ramped up our implementation efforts, and we will continue to roll out the program to applicable neighborhoods in the coming quarters.” 这里提到了“coming quarters”,但未给出具体时间点,且该项目已在实施中,但未明确说其贡献尚未反映在当期。 - 提到“we have closed on two independent Italian distributor acquisitions over the past quarter.” 这些收购已关闭,但未说明其贡献的时间表。 - 关于加拿大,说“This year in Canada, we will be upgrading our digital platforms, implementing a modern pricing tool, enhancing our team-based selling capabilities and launching Sysco Your Way.” 但未给出具体时间。 - 关于供应链,提到“six-day deliveries, improving the driver experience, implementing best-in-class associate training and omni-channel fulfillment, all advancing forward in the quarter” 但未给出时间表。 - 在回答关于未来展望时,管理层主要谈论市场条件、需求、成本削减计划等,没有列出具体的已签约业务及其时间表。 管理层没有明确说“这些已确定的业务将在未来几个季度开始贡献”,而是更多谈论整体战略和进展。因此,不符合“已确定项目的时间表”标准。 结论:回答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, when management talks about the company's NEXT FOUR OR SO QUARTERS, does it lay out a TIMETABLE OF SPECIFIC CONVERSIONS \u2014 identified pieces of business that are ALREADY SECURED OR ALREADY IN MOTION, each attached to an at-least-approximate time frame in which it starts contributing \u2014 so that the forward story reads as a schedule of things turning on, rather than as hopes about demand?\n\nAnswer YES when management's own words convey BOTH of the following as one coherent forward account, in whatever form fits the business:\n\n(1) THE ITEMS ON THE TIMETABLE ARE ALREADY REAL. Management identifies concrete business whose existence is no longer in question \u2014 already won, signed, awarded, ordered, booked, contracted, built, launched, closed, or already ramping \u2014 in whatever form fits the industry: contracted work or orders scheduled for delivery; a facility, capacity, product, service, or location recently completed or opening on a stated timetable and now filling; customers or programs already signed that go live or scale on a described schedule; an acquisition or expansion already closed whose contribution phases in; committed volumes stepping up on agreed dates. One substantial item or several smaller ones together both count. Items still being pursued, negotiated, piloted without commitment, or awaiting approvals, financing, or customer decisions do NOT count toward the timetable.\n\n(2) MANAGEMENT ATTACHES TIMING AND TREATS THE SCHEDULE AS THE FORWARD STORY. Management gives each identified item an at-least-rough time anchor within roughly the coming year (this quarter, next quarter, by mid-year, second half, a named month or season) and presents working through this sequence \u2014 starting, ramping, delivering, onboarding, filling \u2014 as the main driver of where the company's results go from here, conveying directly or plainly in substance that the period just reported does not yet meaningfully reflect these contributions, so today's numbers describe the company before the scheduled conversions land.\n\nAnswer NO if the forward discussion rests mainly on demand strength, market conditions, pipeline, opportunities being pursued, or general optimism, with no dated schedule of secured items. NO if the timetable consists of routine, ordinary-course activity at the company's usual scale \u2014 the normal cadence of openings, orders, or seasonal work it always has \u2014 that management does not present as stepping the company beyond its current level. NO if the named items are contingent on approvals, financing, negotiations, or decisions not yet made, or if the only timing given is vague ('over time', 'in the coming years', 'eventually'). NO if the scheduled items' contributions are already substantially reflected in the reported results. NO if management is chiefly explaining delays, slippage, cancellations, or problems with a previously described schedule. NO if the schedule is assembled only in an analyst's question or model that management does not itself adopt.\n\nUse only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
ESEA Euroseas Ltd. Q4 2022 2023-02-15 C+
SOL ReneSola Ltd Q3 2022 2022-12-01 C+
FLL Full House Resorts, Inc. Q3 2022 2022-11-07 B
FAT FAT Brands Inc. Q4 2021 2022-03-21 F
CPK Chesapeake Utilities Corporation Q3 2017 2017-11-10 A
ESE ESCO Technologies Inc. Q2 2016 2016-05-03 A

How the model reasoned

CPK · Q3 2017 → YESThe question is about whether management lays out a timetable of specific conversions for the next four or so quarters, with already secured business and approximate time frames.
SOL · Q3 2022 → YESThe question is about whether management lays out a timetable of specific conversions for the next four or so quarters, with already secured items and approximate time frames.
FLL · Q3 2022 → YESThe question is about whether management lays out a timetable of specific conversions for the next four or so quarters, with already secured items and approximate time frames.

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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.