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Analyst
Josh Young
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 25%1 of 4 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 3with 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 4 of 4 questions from 4 companies
AZOAutoZone1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
how much of an impact do you guys think that could have on your business in calendar '25
Show response
Management noted higher vehicle prices historically drive longer ownership and repair, creating industry tailwind. Average vehicle age at 12.6 years.
DGDollar General1 question · 1 reporting period · 1 of 1 challenging
Calendar 2025 Q2
it does look like you've had some heightened clearance activity lately. So just curious how much of a benefit to sales do you think that's been?
Show response
CEO pushed back directly on the clearance activity premise, stating comp was well balanced and markdowns well in check. Noted promotional activity at a tame rate.
ORLYO'Reilly Automotive1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
Could you help us understand better morning. If you're sourcing exposure to China and Mexico, percent of COGS basis
Show response
Brent quantified China exposure at mid-twenties percent, Mexico at high teens, Canada low single digits. Noted proprietary brands over 50% of revenue provide sourcing flexibility across multiple suppliers and countries.
TSCOTractor Supply1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Can you just give us some more color on how widespread that is across SKUs? And have you started to pass through much price at this point?
Show response
Hal said no price increases being taken currently due to uncertainty. Vendors shipping from China at 145% tariff are building costs on their balance sheets. Price conversations expected over coming weeks and months.
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 |
|---|---|---|
| AZO AutoZone | 1 | —Rate withheld: fewer than 3 questions |
| DG Dollar General | 1 | —Rate withheld: fewer than 3 questions |
| ORLY O'Reilly Automotive | 1 | —Rate withheld: fewer than 3 questions |
| TSCO Tractor Supply | 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 | 100%1 of 1 question | 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 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Trade Tariffs3
- Pricing3
- Demand2
- Supply Chain1