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Analyst
Andy Barish
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q1 (4 quarters).
- Questions
- 10on tracked calls
- Challenge rate
- 10%1 of 10 questions
- Companies
- 5questioned at least once
- Reporting periods
- 4with 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 10 of 10 questions from 5 companies
CAVACAVA Group, Inc.4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
Can you kind of just let us know on the honeymoon side of things, if that's changed materially?
Show response
Directly confirmed honeymoon impact unchanged and no geographic outliers, attributing softness to macro and lapping strong prior-year comps.
Calendar 2025 Q3
Can you talk to the 2Q mix? Part of the comp component looked a little bit lower, maybe a little more promotional activity or something going on during the quarter.
Show response
CFO said mix was stable with consistent premium attachments and no meaningful promotions, and confirmed chicken shawarma will carry a premium price below steak's level.
Calendar 2025 Q2
what kind of inflation are you seeing on that protein in particular?
Show response
Tricia quantified ~100bps of steak-driven cost pressure, contracted through year-end, with the rest of the basket diverse and flattish. Direct.
should we expect kind of something new on protein or flavors maybe later in the year?
Show response
Brett confirmed a fall tentpole moment, likely a new protein, advancing through the stage-gate process. Direct.
MCDMcDonald's Corporation3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2026 Q1
what caused you not to use kind of Red Bull and energy as part of the initial launch right now?
Show response
CEO explained Red Bull timing was due to operational readiness and a strategic desire to rehit the beverage platform later in the year with new news to drive continued customer interest.
Calendar 2025 Q4
we go back to the beverage efforts in the U.S. and kind of interesting that you did not mention CosMc's
Show response
Jill confirmed new US beverage launch later in 2026 under McCafe brand with strong mix results from crafted sodas, refreshers and energy offerings during the test.
Calendar 2025 Q3
How do you see that kind of playing through to the industry promotional environment in '26
Show response
Chris said industry must thread the needle between pricing for inflation and consumer resistance; Ian emphasized predictability as core to MCD's approach.
DRIDarden Restaurants1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
Could you give us just kind of a Cheddar's brand update
Show response
Rick confirmed Cheddar's grew SSS. Turnover dramatically improved from well above to below industry average. High growth potential brand but growth capped at 10%. Pipeline building over next year.
SBUXStarbucks1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
Can you kind of give us a sense coming out of your meetings with them, what's going on there
Show response
Brian confirmed both licensor and licensees see tremendous growth opportunity. Restructured how they support the license business; focused on extending Green Apron Service standard to licensees with tailored execution by channel.
YUMYum! Brands1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
how should we think about where kind of the Taco Bell franchise system is at least domestically?
Show response
Exec gave clear three-part framework: financial returns exceeding hurdle rates, strategic benefits to broader system, and operational muscle-building. Will be selective and strategic.
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 |
|---|---|---|
| CAVA CAVA Group, Inc. | 4 | 0%none of 4 questions |
| MCD McDonald's Corporation | 3 | 33%1 of 3 questions |
| DRI Darden Restaurants | 1 | —Rate withheld: fewer than 3 questions |
| SBUX Starbucks | 1 | —Rate withheld: fewer than 3 questions |
| YUM Yum! Brands | 1 | —Rate withheld: fewer than 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 |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 3 | 0%none of 3 questions | 3 |
| 2025 Q4 | 3 | 33%1 of 3 questions | 3 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q43 questions · challenge rate 33% (1 of 3 questions) · 3 companies
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Product Launch3
- Competitive Dynamics2
- Geographic Expansion2
- Innovation & R&D2
- Demand2
- Pricing2
- Capital Allocation1
- M&A1
- Margin1
- Revenue Growth1
Show all 13 topics
- Macroeconomic1
- Cost Pressure1
- Supply Chain1