Jay McCanless

Consumer Cyclical

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

1

Companies

2

Questions

0%

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

Focus Areas4 topics

Cost Pressure1Capex Investment1Demand1Product Launch1

Question History2 questions

PHMPulteGroup1 quarter

2025 Q4

is there any chance you all could work that number down as you rework some of these land deals

Cost PressureCapex InvestmentView in transcript →

the last couple of quarters, have talked about Del Webb communities more than coming online. Just wanted to get an update on that and see if that is still going to be the case in '26

DemandProduct LaunchView in transcript →