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Analyst
Joe Feldman
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 7).
- Questions
- 14on tracked calls
- Challenge rate
- 0%none of 14 questions
- Companies
- 5questioned at least once
- Reporting periods
- 7with 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 14 of 14 questions from 5 companies
BBYBest Buy5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2026 Q3
Can you talk a little bit more about the impact of memory pricing?
Show response
Jason said memory-driven ASP increases (mid-teens) with units down high single digits are largely computing-specific and the team is matching customers to budgets.
on transportation and fuel, which we've heard from a lot of retailers, the pressures that they're seeing.
Show response
Corie said higher fuel costs are contemplated in guidance but supply chain was a slight GP benefit in H1 and is expected to be roughly neutral for the year.
Calendar 2025 Q4
how are you thinking about stores and store investment for the coming year?
Show response
Corie described continued focus on store look/feel investment, relocations/resizing of larger stores, IKEA-style partnerships for shop-in-shop, and small format expansion (3 open, expecting to lean in further). Gen Z cohort increasingly leaning into store experience with growing share in that demographic.
if you could share some more details on how that's been performing
Show response
Corie noted 100M+ members across 3 tiers, paid members grew from 7M to 8M. Focus on personalized promotions to reengage lapsed customers, NFL Sunday Ticket discounts for Plus/Total members, and using membership data to fuel ads business.
Calendar 2024 Q4
how you guys are seeing the consumer respond to the stores
Show response
Corie detailed outlets as a proven value-driven format, while Bozeman and Kansas City stores just opened too recently for performance insights.
TGTTarget Corporation5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
on the supply chain side, how are we thinking about that in terms of investment for the future? Presumably, some of the labor in the stores is going to be helping on the supply chain
Show response
Fiddelke emphasizes supply chain's role in in-stock improvement and efficiency gains via technology. Jim underscores stores as digital fulfillment hubs. Cara adds that Target Plus is accelerating in home (furniture, mattresses, rugs) as an assortment extension strategy. Jim notes Target Plus posted 30%+ growth with acceleration expected.
Calendar 2025 Q4
Are there any examples you can give us? I know you mentioned there are key pads within the store
Show response
Rick details FY2026 store changes: continued FUN 101 evolution, home with revamped Threshold brand, Ulta Beauty space repurposing, and baby category refresh.
it feels like it's been declining the penetration of Target Circle Card, I guess, has been declining a little bit
Show response
Rick highlights Circle 360 driving same-day delivery growth. Fiddelke acknowledges card penetration opportunity but emphasizes holistic loyalty program strength.
Calendar 2025 Q3
I thought you guys said the bulk of the tariff cost is behind. Can you maybe clarify that?
Show response
Jim clarifies: all inventory adjustment costs resolved in H1; vast majority of onetime tariff costs (order cancellations) hit Q2. Ongoing tariff cost remains.
how do you guys change the mindset of the team that's in place now? Like how do you stimulate that change
Show response
Rick explains the approach: build on existing green shoots in each category, like Pillowfort with Disney/Marvel and Casaluna bedding refresh, then scale those learnings.
DLTRDollar Tree2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
to get them to visit more often with more frequency, I'm just wondering how you guys plan to go about that
Show response
Creedon emphasized relevant assortment driving sticky relationships combined with improving store standards as key levers to increase trip frequency among higher-income customers.
Calendar 2025 Q2
can you share a little more color about how you're planning it for the balance of the year and where you are in terms of presumably, back-to-schools probably landed
Show response
Creedon confirmed back-to-school inventory in hand and product flowing early due to non-traditional supply chain environment, with extra store hours invested to process and execute seasonal sets.
COSTCostco Wholesale Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
on gas volumes, I think I heard you guys say that volumes have been down, and we heard that from another company
Show response
Gary clarified gallons were only down in the month of February, and Ron detailed 15 US + 3 Canada + 7 international openings for FY25.
KRKroger1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Can you share a little more color on that for the rest of the year? And are there any other big pensions this year that you do have to negotiate?
Show response
Todd clarified this was not a pension issue but a favorable comp from a contribution holiday in prior year Q1. Now back to normal cadence, creating a one-time Q1 headwind that won't recur in later quarters.
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 |
|---|---|---|
| BBY Best Buy | 5 | 0%none of 5 questions |
| TGT Target Corporation | 5 | 0%none of 5 questions |
| DLTR Dollar Tree | 2 | —Rate withheld: fewer than 3 questions |
| COST Costco Wholesale Corporation | 1 | —Rate withheld: fewer than 3 questions |
| KR Kroger | 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 5 | 0%none of 5 questions | 3 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | No questions recorded | — | — |
| 2026 Q3 | 2 | 0%none of 2 questions | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q45 questions · challenge rate 0% (none of 5 questions) · 3 companies
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q2No questions recorded
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Cost Pressure4
- Supply Chain4
- Capex Investment3
- Competitive Dynamics2
- Subscriber Growth2
- Product Launch2
- Pricing1
- Innovation & R&D1
- Macroeconomic1
Show all 13 topics
- Trade Tariffs1
- Inventory1
- Labor Market1