Question Bank › Winning business away from competitors, with a s

Winning business away from competitors, with a stated reason why

Calls Tested
481
Answered YES
94
Hit Rate
19.5%
rare by design

Torrid Holdings Inc. (CURV) — this company's answers

NO on the Q2 2022 call 2022-09-07 D

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Show the exact prompt the model was given
Using ONLY the supplied earnings call transcript and no outside information: On this call, does management indicate that the company is CURRENTLY WINNING BUSINESS AWAY FROM COMPETITORS OR INCUMBENT ALTERNATIVES — for example, customers switching to the company from a rival, the company displacing or replacing an incumbent supplier or legacy solution, prevailing in head-to-head evaluations, or capturing share that previously belonged to someone else — AND does management give some explanation of WHY it is winning (such as a better product, technology, cost, service, reliability, or overall value), rather than merely asserting strength? Answer YES when management presents these competitive wins as something actually happening now and recurring across customers or deals — an observable pattern in the current business, in whatever form fits the industry — and connects the wins to a reason customers are choosing this company over the alternative. Answer NO if management only says the market is growing or demand is strong without indicating the business is coming at a competitor's or incumbent's expense; NO if the competitive positioning talk is generic ('we are well positioned', 'we have a great product') without any current wins being described; NO if the displacement is only hoped for, planned, or expected in the future; NO if the only example is a single deal with no sense of a repeating pattern; and NO if the idea appears only in an analyst's question that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
MCD McDonald's Corporation Q2 2024 2024-07-29 D
WRBY Warby Parker Inc. Q1 2024 2024-05-09 A
AZEK The AZEK Company Inc. Q2 2024 2024-05-08 B+
PPC Pilgrim's Pride Corporation Q1 2024 2024-05-03 A
ROCK Gibraltar Industries, Inc. Q1 2024 2024-05-01 B+
SNV Synovus Financial Corp. Q1 2024 2024-04-18 B
KOPN Kopin Corporation Q4 2023 2024-03-14 C+
NICE NICE Ltd. Q4 2023 2024-02-22 B+
DXCM DexCom, Inc. Q4 2023 2024-02-08 B+
CHT Chunghwa Telecom Co., Ltd. Q4 2023 2024-01-30 C
CPRT Copart, Inc. Q1 2024 2023-11-16 B+
ENOV Enovis Corporation Q3 2023 2023-11-07 A
ANGO AngioDynamics, Inc. Q1 2024 2023-10-04 B
KMDA Kamada Ltd. Q2 2023 2023-08-16 B+
TGLS Tecnoglass Inc. Q2 2023 2023-08-08 A
SPT Sprout Social, Inc. Q2 2023 2023-08-04 B+
PERI Perion Network Ltd. Q2 2023 2023-08-02 A
SITM SiTime Corporation Q2 2023 2023-08-02 C+
IMAX IMAX Corporation Q2 2023 2023-07-26 B+
PFIE Profire Energy, Inc. Q1 2023 2023-05-13 B
FTHM Fathom Holdings, Inc. Q1 2023 2023-05-10 C
TSN Tyson Foods, Inc. Q2 2023 2023-05-08 D
AYI Acuity Brands, Inc. Q2 2023 2023-04-04 C+
TACT TransAct Technologies Incorporated Q4 2022 2023-03-08 A
DKS DICK'S Sporting Goods, Inc. Q4 2022 2023-03-07 B
ORGO Organogenesis Holdings Inc. Q4 2022 2023-03-01 C
TGT Target Corporation Q4 2022 2023-02-28 C
TOST Toast, Inc. Q4 2022 2023-02-16 C+
POOL Pool Corporation Q4 2022 2023-02-16 C+
ADM Archer-Daniels-Midland Company Q4 2022 2023-01-26 C+
WGO Winnebago Industries, Inc. Q1 2023 2022-12-16 D
BLZE Backblaze, Inc. Q3 2022 2022-11-11 D
MEC Mayville Engineering Company, Inc. Q3 2022 2022-11-05 B+
SYY Sysco Corporation Q1 2023 2022-11-01 C+
TMCI Treace Medical Concepts, Inc. Q2 2022 2022-08-13 B+
EXFY Expensify, Inc. Q2 2022 2022-08-12 D
WD Walker & Dunlop, Inc. Q2 2022 2022-08-09 C+
DM Desktop Metal, Inc. Q2 2022 2022-08-08 F
CRL Charles River Laboratories International Q2 2022 2022-08-03 C
SGRY Surgery Partners, Inc. Q2 2022 2022-08-02 B+
LIN Linde plc Q2 2022 2022-07-28 B+
CME CME Group Inc. Q2 2022 2022-07-27 B
JBHT J.B. Hunt Transport Services, Inc. Q2 2022 2022-07-19 C+
OGI OrganiGram Holdings Inc. Q3 2022 2022-07-14 B+
FLYW Flywire Corporation Q1 2022 2022-05-14 B+
HLIO Helios Technologies, Inc. Q1 2022 2022-05-10 C
IRTC iRhythm Technologies, Inc. Q1 2022 2022-05-07 C+
FARM Farmer Bros. Co. Q3 2022 2022-05-07 D
CNXC Concentrix Corporation Q1 2022 2022-03-30 B
RELY Remitly Global, Inc. Q4 2021 2022-03-02 B
NGVT Ingevity Corporation Q4 2021 2022-02-25 B
VVV Valvoline Inc. Q1 2022 2022-02-09 C+
GTES Gates Industrial Corporation plc Q4 2021 2022-02-07 C+
ZH Zhihu Inc. Q3 2021 2021-11-22 D
RNW ReNew Energy Global Plc Q2 2022 2021-11-18 C
IPGP IPG Photonics Corporation Q3 2021 2021-11-02 C
SXC SunCoke Energy, Inc. Q3 2021 2021-11-01 A
TJX The TJX Companies, Inc. Q2 2021 2021-08-18 C
TENB Tenable Holdings, Inc. Q2 2021 2021-07-27 A
DGX Quest Diagnostics Incorporated Q2 2021 2021-07-22 B+
AMGN Amgen Inc. Q3 2018 2018-10-30 B+
T AT&T Inc. Q3 2018 2018-10-24 C+
ALKS Alkermes plc Q3 2018 2018-10-23 C
ROP Roper Technologies, Inc. Q2 2018 2018-07-26 A
MKC McCormick & Company, Incorporated Q2 2018 2018-06-28 C+
HPE Hewlett Packard Enterprise Company Q2 2018 2018-05-22 B+
SATS EchoStar Corporation Q1 2018 2018-05-10 C+
ATI Allegheny Technologies Incorporated Q1 2018 2018-04-24 B
INST Instructure's Q4 2017 2018-02-12 B+
AOSL Alpha and Omega Semiconductor Limited Q2 2018 2018-02-07 B
UNH UnitedHealth Group Incorporated Q4 2017 2018-01-16 A
ROK Rockwell Automation, Inc. Q4 2017 2017-11-08 C
MKTX MarketAxess Holdings Inc. Q3 2017 2017-10-25 C+
PII Polaris Inc. Q3 2017 2017-10-24 C+
CCOI Cogent Communications Holdings, Inc. Q2 2017 2017-08-03 B
LEA Lear Corporation Q2 2017 2017-07-26 B+
TPB Turning Point Brands, Inc. Q1 2017 2017-05-11 B
BLKB Blackbaud, Inc. Q1 2017 2017-05-02 B+
SHOO Steven Madden, Ltd. Q1 2017 2017-04-21 C
MRIN Marin Software Incorporated Q4 2016 2017-02-28 D
EVBN Evans Bancorp, Inc. Q4 2016 2017-02-06 B+
EFSC Enterprise Financial Services Corp Q4 2016 2017-01-24 B+
RPM RPM International Inc. Q2 2017 2017-01-05 D
SOHO Sotherly Hotels Inc. Q3 2016 2016-11-08 D
BC Brunswick Corporation Q3 2016 2016-10-28 B+
WAT Waters Corporation Q3 2016 2016-10-25 C
ARAY Accuray Incorporated Q4 2016 2016-08-17 B
GEO The GEO Group, Inc. Q2 2016 2016-08-02 B+
CGNX Cognex Corporation Q2 2016 2016-08-01 A
TRV The Travelers Companies, Inc. Q2 2016 2016-07-21 C+
GOGO Gogo Inc. Q1 2016 2016-05-06 C+
DD DuPont de Nemours, Inc. Q1 2016 2016-04-26 B+
WK Workiva Inc. Q4 2015 2016-03-01 B
HD The Home Depot, Inc. Q4 2015 2016-02-23 A

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Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our methodology.