Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q4 2015 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. The transcript includes statements about their commercial transformation, loyalty strategies, digital transformation, etc. But do they say others are following? They mention they are a benchmark, but not that others are adopting. They talk about their own progress, but not about competitors copying. They mention "we are a sector benchmark with a cost/income at 47.6%" but that's just a claim of being a benchmark, not that others are adopting. They also mention "we are the only non incumbent bank with significant size" in UK, but that's not about others copying. They talk about their model being diversified, but not that others are following. There is no explicit statement that competitors are adopting their approach. They mention "we are a sector benchmark" but that's not enough. They also say "we are the only bank that can achieve this" but that's about uniqueness, not adoption. So 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?