Fred Wightman

Consumer Cyclical

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

50%

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

Focus Areas4 topics

Margin1Capex Investment1Trade Tariffs1Supply Chain1

Question History2 questions

HASHasbro1 quarter

2024 Q4

it seemed to imply a deceleration as we move throughout period, even though the top line is accelerating. So, is it literally just that some of the capitalized costs hit the P&L?

ChallengingMarginCapex InvestmentView in transcript →

It sounds like you guys are assuming that Mexico and Canada come back in the not-too-distant future. Can you maybe just order of magnitude, how the different buckets hit

Trade TariffsSupply ChainView in transcript →