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Analyst
Charles Perron
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q4 (4 quarters; questions recorded in 2).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with 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 5 of 5 questions from 1 company
WYWeyerhaeuser5 questions · 2 reporting periods · 0 of 5 challenging
Calendar 2025 Q4
thoughts on inventory and how you approach the spring and busy season here
Show response
Devin characterized inventories as neither lean nor heavy. Minor exception in certain OSB regions where inventory ran low. Optimistic about demand pickup as weather improves and building season ramps.
How are you approaching your A&D decisions into 2026
Show response
Dave Wold expects 2026 timberland market activity similar to 2025 at $2-3B range. Strong capital demand for the asset class continues. Highlighted Q4 record-high real estate price per acre of over $8,200 driven by Charleston area transactions.
Is there any other opportunities you could see to make similar deals to the large conservation easement transaction
Show response
Dave Wold confirmed dedicated team pursuing similar opportunities. Florida transaction was unique but WY's scale and sophistication uniquely position it to execute such deals.
Calendar 2025 Q1
what are you hearing from retailer demand through the spring and their willingness to ramp inventory given the demand uncertainty
Show response
Devin described demand as steady, inventories lighter than normal heading into spring. Noted 4B board feet of capacity removed last year helped balance market.
How do you see the outlook for realization for EWP going forward?
Show response
Devin expects EWP pricing comparable near-term with volumes increasing seasonally in Q2. Value proposition to builders remains strong.
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 |
|---|---|---|
| WY Weyerhaeuser | 5 | 0%none of 5 questions |
- WYWeyerhaeuser · 5 questions0%none of 5 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 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 3 | 0%none of 3 questions | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Inventory2
- Demand2
- M&A1
- Capital Allocation1
- Revenue Growth1
- Innovation & R&D1
- Pricing1
- Competitive Dynamics1