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Analyst
Ben Wood
Period: Reporting period mapped to calendar 2025 Q4.
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 1with 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 2 of 2 questions from 1 company
CASYCasey's General Stores, Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
could you give us an update on what the last twelve-month EBITDA contribution was from Cefco and maybe how that came in relative to your internal plan.
Show response
Steve said Fikes on plan vs pro forma assumptions. Declined to give LTM number (distorted by deal costs in H2 FY25). EBITDA accretive but not EPS accretive due to interest. On path to fully synergized EBITDA but won't see all in FY26. Darren said store growth targets 50/50 NTI/M&A, mid-teens ROIC by year 3-4.
could you give us an update on what the latest thinking around your wing test. And then, you know, as you're thinking about timing of broader rollout
Show response
Darren said development work largely done. New flavor profiles just returned to broadened test store base in the last week. Validating now, then proceed to rollout. No specific timeline announced but getting closer to finish line.
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 |
|---|---|---|
| CASY Casey's General Stores, Inc. | 2 | —Rate withheld: fewer than 3 questions |
- CASYCasey's General Stores, Inc. · 2 questions—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 |
|---|---|---|---|
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- M&A1
- Capex Investment1
- Product Launch1
- Innovation & R&D1