Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q2 2023 call → NOWe need to determine if management describes that their way of doing things is being adopted by others. The transcript discusses the utility's performance-based regulation (PBR) and the bank's model. There is no mention of others adopting their approach. Management talks about their own performance, but not about competitors following. They mention being named to Forbes list, but that's not about others adopting. They discuss the IGP plan, but no indication of others copying. The bank's model is described as low-risk, but no mention of others moving toward it. The question asks if management conveys that others are following their lead. There is no such statement. They mention "industry-wide funding cost pressures" but that's a general trend, not adoption of their specific approach. They say their NIM compression compares favorably to peers, but that's not about others adopting. No evidence of the phenomenon. 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?