Federico Merendi

Consumer Cyclical

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q2 '25Q3 '25

Focus Areas7 topics

Competitive Dynamics2Geographic Expansion2Trade Tariffs1Capital Allocation1Innovation & R&D1Pricing1Demand1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

FFord Motor Company1 quarter

2025 Q2

how does Ford balances, the different commitments in the regions where it operates like the U.S., Europe and even China

Capital AllocationGeographic ExpansionInnovation & R&DView in transcript →

how do you expect customers to react from these changes?

PricingDemandCompetitive DynamicsView in transcript →

GMGeneral Motors1 quarter

2025 Q3

Is that the strategy of GM to go or at least to compete with Chinese OEMs going global?

Competitive DynamicsGeographic ExpansionView in transcript →

what are the working assumptions for 2026 in terms of tariffs for Mexico and Canada?

Trade TariffsView in transcript →