Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q2 2018 call → NOWe need answer YES/NO. Need analyze transcript. Question: Does management describe that the company's way of doing things is being adopted/copied/moved toward by others in market, validating company's lead? Need find in transcript. Management discusses transformation, growth drivers, franchise conventions, master franchise agreements, Telepizza alliance, delivery, value. Need see if any statement about others following company's approach. They mention "repeatable model" used internally. They mention franchisees adopting? They mention "3C" franchisees. They mention "unmatched franchise operating capability" but not others copying. They mention "Category of One" for Taco Bell. They mention "we are 97% franchised" etc. No explicit competitors adopting. They mention "industry standards"? No. They mention "we know delivery well from Pizza Hut business" but not others following. They mention "we are fairly sophisticated when it comes to delivery" but not others copying. They mention "the conversation in its market has shifted"? No. They mention "we are excited to announce alliance with Telepizza" which is adopting? Telepizza is partner, not competitor copying. They mention "Sforza" etc. No. Need 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?