John Babcock

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

Q4 '25Q1 '26

Focus Areas6 topics

Margin2Cost Pressure2Innovation & R&D1Competitive Dynamics1Demand1Guidance Reliability1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

CVNACarvana Co.2 quarters

2026 Q1

how did 1Q end up relative to that? And also what factors in addition to those might have impacted GPU

MarginCost PressureView in transcript →

Are there any concerns you have in terms of doing that? Are you still maintaining pretty good flexibility at the recommissioning center level

Cost PressureInnovation & R&DView in transcript →

2025 Q4

you're expanding free at-home delivery, free pickup should we think about that over time as potentially impacting GPUs

MarginCompetitive DynamicsView in transcript →

you're guiding to sequential growth in 1Q, which seems to imply at least 22% growth, maybe a little above that. And generally, I think that's at least below where the Street was

DemandGuidance ReliabilityView in transcript →