Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q3 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, and that management treats this as validation. Scanning the transcript: Matt Trerotola discusses their strategy, growth, acquisitions. He mentions "we have a strong pipeline of innovation in Recon that we believe will allow us to continue to take share for many years to come." He talks about their products like EMPOWR, ARVIS, Evolve34. He says "we've had terrific feedback from surgeons on all 3 of these great new products." But no mention of competitors copying or adopting their approach. He talks about the Lima acquisition and their EGX playbook. No mention of others following. In P&R, he mentions "we continue to demonstrate some growth through MotionMD clinic conversions" but no mention of others copying. Ben Berry discusses financials, no mention of others adopting. There is no mention of competitors or new entrants following their lead, no industry standards converging on their design, no suppliers retooling around them, no new entrants modeling themselves on them. The only mention of "leadership" is "reestablished leadership in these markets" but that's a claim of being a leader, not that others are following. Thus, 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?