Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q2 2017 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 is about Zimmer Biomet's earnings call. Management discusses supply issues, manufacturing remediation, sales recapture, etc. They talk about their products and innovations, but do they mention competitors following their lead? They mention "Persona Partial Knee" launch, "X-PSI guides" as world's first CE Mark surgical planning system, etc. But they don't describe others adopting their methods. They talk about their own progress, but no mention of competitors copying. They mention "clinical heritage" and "best-in-class sales forces" but that's not about others following. They also discuss "borrowed market share" meaning competitors gaining share due to supply issues, but that's not about adopting their way. No mention of industry standards converging on their design. 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?