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Analyst
Ethan Roberts
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 4).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 2questioned 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 6 of 6 questions from 2 companies
POOLPool Corporation4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
can you just touch on the runway here in terms of improving the productivity of those recently opened locations?
Show response
CEO said new locations start with existing revenue but need 1-3 years to mature, slower in a low-tailwind market.
Calendar 2025 Q4
directionally, what are you seeing on the new pool or broader discretionary side? From a market-by-market standpoint
Show response
Arvan detailed Florida 2-year Q4 stack still up 2%, Miami strong. Texas showing improvement in Dallas and Austin, Houston lagging. Arizona firming up. California viewed as renovation market rather than new construction.
was hurricane repair activity still a major contributor to the 1Q '25
Show response
Arvan confirmed most storm repair was done in Q4 2024 with some Q1 2025 carryover. Current Q1 results encouraging given minimal hurricane comp tailwind. Too early to call first-half vs second-half cadence.
Calendar 2025 Q1
to what extent do you believe tariffs could potentially drive any demand destruction via higher prices or at the very least a trade down
Show response
Arvan argued 3% equipment price increase on a $15K pad is immaterial to $80K-$100K pool decisions. Broader market sentiment more impactful than tariff pricing.
BLDRBuilders FirstSource2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
how should we think about Builders' long-term ability to continue to take share, maybe both in a flat market and on a longer-term time horizon?
Show response
CEO gave detailed response: lost some commodity share but stabilized, gained in value-add. Install a bright spot. Skilled trades shortage reinforces value proposition. Digital and AI to drive future share.
can you talk more about the tech investments that you're making in the business? And how -- specifically how these could provide maybe outsized incremental returns
Show response
CEO detailed Paradigm digital twin capabilities for speed, accuracy, reliability, and share gains. SAP/Project Elevate for field operations efficiency and productivity. Confident in pot of gold at end of rainbow.
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 |
|---|---|---|
| POOL Pool Corporation | 4 | 0%none of 4 questions |
| BLDR Builders FirstSource | 2 | —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 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Revenue Growth2
- Capex Investment1
- Margin1
- Geographic Expansion1
- Competitive Dynamics1
- Innovation & R&D1
- Trade Tariffs1