Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Alex Perry
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 18on tracked calls
- Challenge rate
- 0%none of 18 questions
- Companies
- 6questioned at least once
- Reporting periods
- 6with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 18 of 18 questions from 6 companies
HASHasbro8 questions · 4 reporting periods · 0 of 8 challenging
Calendar 2025 Q3
Could you help us think about the building blocks for next year for the EBIT margin on the CP segment
Show response
Goetter declined full 2026 breakdown but noted top line flip to positive creates leverage tailwind, $1B cost savings target on track for 2027. More detail in February. Cocks cited KPop, Disney content lineup.
could you talk through the MAGIC growth that you're seeing in the mass channel, especially how the Universes Beyond strategy sort of plays into it?
Show response
Cocks described mass expansion driven by recognizable IP (Final Fantasy, Spider-Man) creating easy pitch for incremental placements. Also opening new doors in underserved markets like Europe (Tesco, Carrefour).
Calendar 2025 Q2
did you see holiday orders sort of cut in the quarter or more cautious stance by retailers
Show response
Goetter confirmed retailers paused holiday inventory in Q2 AND pushed shelf resets to Q3. Updated guide reflects both Q2 impact and recalibrated Q3/Q4 flow expectations.
I think you said up 40% year-over-year in the first half in terms of unique players. Just a little more color on sort of how you're measuring that
Show response
Cocks clarified 40% is organized play subset. Final Fantasy brought more new players in 2 weeks than any prior set over 12 weeks. Every metric indicates total player base growing robustly with long-tail repeat purchases.
Calendar 2025 Q1
is the is the puts and takes, like, a lower CP implied op margin offset by the higher wizards op profit contribution
Show response
Goetter confirmed if net impact is high end ($180M), CP margins drop to mid-single-digits. If low end, stays near original guide. Wizards upside plus accelerated cost savings absorb the difference.
what parts of the portfolio do you have the most ability to raise price? Would you ever consider, you know, price increases on parts of the portfolio that seem like they have, you know, significant...
Show response
Cocks indicated preference to hold price and drive share/shelf space, but acknowledged 145% tariff makes some price increases unavoidable. Will be selective and minimize burden.
Calendar 2024 Q4
what should we think the ort right underlying run rate now looks like that actually accelerated 4Q versus 3Q, having some marketing spend settle out there?
Show response
Cocks reaffirmed $10M/month Monopoly Go! run rate. Baldur's Gate 3 doubled forecast for year two. Also noted Larian's long-tail game model driving outperformance vs typical AAA.
can you just talk about -- I don't think you gave it yet, but how POS trended in the fourth quarter?
Show response
Goetter confirmed Q1 decline primarily Easter timing, with minor seasonal clearout effects. Did not provide specific Q4 POS numbers.
HOGHarley-Davidson, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
Can you just talk through about how you feel about current dealer inventories and sort of what the target is
Show response
Zeitz committed only to a double-digit decline without a specific target; Root said model year detail is still being worked with dealers.
Calendar 2025 Q1
I wanted to ask what led the decision to bring back the entry-level bikes? Any sense on the pricing
Show response
Zeitz gave the strategic rationale and a profitability claim for the new bikes but no pricing or specification detail.
Calendar 2024 Q4
how do you think about managing that business and sort of managing the operating losses there?
Show response
Zeitz pointed to loss and cash-burn reduction but explicitly declined to comment on the mid- and long-term structural decision.
FFord Motor Company2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
what are the key drivers of the strong trim mix and how we should be thinking about the mix benefit throughout the balance of the year?
Show response
Andrew Frick credited brand positioning and regulatory changes, citing record Bronco-family sales and off-road mix up over 4 points in Q2, and expects that mix to continue.
Calendar 2026 Q1
Is the strategy to prioritize some of these higher-margin trims while production remains constrained?
Show response
Frick confirmed off-road trims (Tremor, Raptor) are a relatively more profitable, deliberate mix-up part of the Blue strategy.
GMGeneral Motors2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
what commodities in particular, can you remind us where you're hedged
Show response
Paul noted 25-50% hedge coverage depending on commodity; no shortage concerns. Staggered steel contracts and aluminum hedges provide buffer against energy-driven cost pressure.
is the expectation that you'll be able to rebuild some of the depleted truck inventory
Show response
Paul confirmed pricing guide of flat to up 0.5% is unchanged; expects to rebuild toward the 50-60 day inventory target as wholesale cadence normalizes.
LCIDLucid Group, Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
what milestones should investors be monitoring to measure progress in robotaxi?
Show response
Napoli described miles-accumulation and certification progress and said there is no red flag on the engineering side, but deferred software/platform detail to partners.
How much do you plan to under produce relative to deliveries? What is the ultimate goal?
Show response
Boussaid targeted normalized inventory by year-end via slower production plus seasonal delivery growth, but gave no specific unit figures.
TSLATesla, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
what milestones should investors be watching from here that would cause you to accelerate your fleet scaling
Show response
Elon stressed vertical integration and reliability (March of 9s) but gave no specific milestone metrics.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| HAS Hasbro | 8 | 0%none of 8 questions |
| HOG Harley-Davidson, Inc. | 3 | 0%none of 3 questions |
| F Ford Motor Company | 2 | —Rate withheld: fewer than 3 questions |
| GM General Motors | 2 | —Rate withheld: fewer than 3 questions |
| LCID Lucid Group, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| TSLA Tesla, Inc. | 1 | —Rate withheld: fewer than 3 questions |
- HASHasbro · 8 questions0%none of 8 questions
- HOGHarley-Davidson, Inc. · 3 questions0%none of 3 questions
- FFord Motor Company · 2 questions—rate withheld: under 3 questions
- GMGeneral Motors · 2 questions—rate withheld: under 3 questions
- LCIDLucid Group, Inc. · 2 questions—rate withheld: under 3 questions
- TSLATesla, Inc. · 1 question—rate withheld: under 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 3 | 0%none of 3 questions | 2 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
| 2026 Q2 | 4 | 0%none of 4 questions | 3 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Demand8
- Product Launch5
- Pricing4
- Margin3
- Competitive Dynamics2
- Innovation & R&D2
- Inventory2
- Guidance Reliability2
- Cost Pressure1
- Supply Chain1
Show all 16 topics
- Trade Tariffs1
- Geographic Expansion1
- Subscriber Growth1
- Revenue Growth1
- Macroeconomic1
- Capital Allocation1