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Analyst
Fred Wightman
Period: Reporting period mapped to calendar 2024 Q4.
- Questions
- 3on tracked calls
- Challenge rate
- 33%1 of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with 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 3 of 3 questions from 2 companies
HASHasbro2 questions · 1 reporting period · 1 of 2 challenging
Calendar 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?
Show response
Goetter confirmed video game capitalization hitting P&L is the main offset. CP margin will continue rising toward low teens. Wizards margin will step down but remain mid-to-high 30s.
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
Show response
Goetter clarified it's primarily a China tariff story with no Canada sourcing and minimal Mexico. February 1 announced rates are what's in guidance.
HOGHarley-Davidson, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
give us a sense for where the mix of current versus noncurrent product that dealers have on lots today stands
Show response
Root described improved inventory quality from the redesigned touring bikes and a shift to model-level rather than family-level dealer support.
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 |
|---|---|---|
| HAS Hasbro | 2 | —Rate withheld: fewer than 3 questions |
| HOG Harley-Davidson, Inc. | 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 Q4 | 3 | 33%1 of 3 questions | 2 |
- 2024 Q43 questions · challenge rate 33% (1 of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Margin1
- Capex Investment1
- Trade Tariffs1
- Supply Chain1
- Inventory1
- Competitive Dynamics1