Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Eric Bosshard
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters; questions recorded in 7).
- Questions
- 21on tracked calls
- Challenge rate
- 5%1 of 21 questions
- Companies
- 5questioned at least once
- Reporting periods
- 7with 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 21 of 21 questions from 5 companies
DHID. R. Horton12 questions · 6 reporting periods · 1 of 12 challenging
Calendar 2026 Q2
a little less volume, a little bit more margin. Is this the path forward strategically?
Show response
Paul confirmed prioritizing margin over volume this quarter drove the guidance cut, but said DHI adjusts week to week.
The stick and brick down 5%, curious where you're seeing that, if labor is a meaningful piece of that.
Show response
Jessica said framing, inclusive of labor, drove most of the stick and brick savings, with declines across all major cost categories.
Calendar 2025 Q4
are there any structural things you're evaluating or taking, in regards to house size or house construct or location
Show response
Romanowski said they continue introducing smaller homes and pursuing higher density where municipal lot size requirements allow. Biggest limiter is minimum lot size regulations.
is other third of the business behaving similarly to that two thirds for the first time? Or is is there some difference in performance
Show response
Romanowski said no notable difference between first-time and move-up buyer behavior. Move-up buyers less rate sensitive and can move with more consistency.
Calendar 2025 Q2
from a product mix perspective if there are areas of incremental outperformance or underperformance
Show response
Murray said smaller product plans are seeing strong adoption but not yet having material consolidated impact. Encouraged by market reception.
I'm just curious from a stick, brick, and land where that is in terms of inflation and where you expect that to go from here
Show response
Hansen reported stick and brick costs down 2% YoY and 1% sequentially. Lot costs up mid-single-digit YoY but slightly down sequentially for the first time.
Calendar 2025 Q1
does this create an opportunity for you to get concessions from them or price support from them
Show response
Working with developers to restructure takedown schedules. Seasoned development partners understand cyclicality. Adjusting phase sizing and delivery timing.
In the event that the supply chain can't manage that on their own and they have to raise price, how do you manage that
Show response
All-of-the-above approach: work with supply partners, adjust product, leverage scale advantage vs smaller builders. No single clear path.
Calendar 2024 Q4
is there a need to unlock or an opportunity to unlock demand by doing something more meaningful in changing the product and changing your ASP
Show response
Limited ability for near-term ASP shifts due to municipal approvals and lot constraints. Longer-term evaluating land/development efficiency.
Is your customer behaving differently with rates back at 7. Curious, especially in an environment where it feels like we are a little bit higher for longer
Show response
Rate buydowns remain most impactful incentive. Pleased with early-quarter traffic levels but acknowledged spring selling season has long way to go.
Calendar 2024 Q3
Is there anything beyond that or incremental to that as you look at one of the key limiting factors is this phenomenon of affordability
Show response
Management highlighted location selection, product specification optimization, and trade partner efficiency as additional affordability levers.
is this you investing more lowering the cost for your customers and is that the strategy? Or is this just it's gotten -- the cost of it's gotten more expensive
Show response
Both factors at play: need to maintain rate spread below market plus higher cost of buydowns when rates are volatile.
SHWThe Sherwin-Williams Company4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
On the DIY market, could you just frame a bit of what you're seeing in terms of perhaps your performance
Show response
Heidi cited choppy DIY volume with service differentiation in Paint Stores vs retail partners; Ben noted premium gallon push helping price mix.
Calendar 2025 Q3
On the consumer brand side, I'm curious what organic growth you saw in that business.
Show response
Heidi confirmed weak organic DIY; Al added premium product gallon mix tailwind drove adjusted operating margin expansion despite volume weakness.
Calendar 2025 Q1
As we sit here today, is the impact of tariffs on raw sufficient to push the raw outlook above the original range?
Show response
Al said still within original raw material range but some individual businesses may need to take price sooner than later based on specific tariff exposure.
Calendar 2024 Q4
I'm curious in terms of price mix. If you're seeing any sensitivity across the architectural business
Show response
Heidi said the dynamic is the opposite of trade-down, value and productivity premium products are accelerating. Al said rep returns come in 1-2 quarters, especially res repaint reps from territory splits in dense markets.
LOWLowe's2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
I'm just curious how you think about managing expenses as it relates to margin in an environment with the sluggish demand with probably some incremental costs coming through?
Show response
medium
curious how you're thinking now and even in '25, what you're doing in response to that? I guess you talked about a couple of categories, appliances where maybe there was some trade up
Show response
high
MASMasco2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
I'm curious if strategically, there's anything different to do in this business to drive better growth
Show response
Jon outlined brand messaging around value/quality, innovation pipeline (plant-based paint for millennials), and continued HD partnership optimization. Believes Behr has best value proposition in the industry.
I'm curious if there's anything in the business or from a market share perspective that informs that or if this is more function of lower rates
Show response
Jon cited specific distribution and innovation plans already in place with major retailers for 2026, not dependent on macro improvement. Expects very strong retail year.
SWKStanley Black & Decker1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
I guess what I'm trying to really understand is how pricing behaves 1Q, 2Q and into the back half. Do you sustain the current level of price?
Show response
Hallinan guided full-year enterprise pricing of +2%, front-half weighted as they lap Q2 2025 price increases. Pricing can swing ~100bps quarterly on promo mix. Q3/Q4 expected relatively flat on price. Promotional adjustments and OPP changes embedded within the 2% guidance.
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 |
|---|---|---|
| DHI D. R. Horton | 12 | 8%1 of 12 questions |
| SHW The Sherwin-Williams Company | 4 | 0%none of 4 questions |
| LOW Lowe's | 2 | —Rate withheld: fewer than 3 questions |
| MAS Masco | 2 | —Rate withheld: fewer than 3 questions |
| SWK Stanley Black & Decker | 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 |
|---|---|---|---|
| 2024 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | 5 | 20%1 of 5 questions | 3 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 3 | 0%none of 3 questions | 2 |
| 2025 Q4 | 4 | 0%none of 4 questions | 3 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q45 questions · challenge rate 20% (1 of 5 questions) · 3 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q44 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand11
- Pricing9
- Margin4
- Cost Pressure4
- Competitive Dynamics3
- Revenue Growth2
- Trade Tariffs2
- Guidance Reliability1
- Labor Market1
- Product Launch1
Show all 12 topics
- Supply Chain1
- Macroeconomic1