Josh Young

Consumer CyclicalConsumer Defensive

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

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

Challenge Trend

Q4 '24Q2 '25

Focus Areas4 topics

Trade Tariffs3Pricing3Demand2Supply Chain1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

AZOAutoZone1 quarter

2025 Q1

how much of an impact do you guys think that could have on your business in calendar '25

DemandTrade TariffsView in transcript →

DGDollar General1 quarter

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?

ChallengingPricingDemandView in transcript →

ORLYO'Reilly Automotive1 quarter

2024 Q4

Could you help us understand better morning. If you're sourcing exposure to China and Mexico, percent of COGS basis

Trade TariffsSupply ChainPricingView in transcript →

TSCOTractor Supply1 quarter

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?

PricingTrade TariffsView in transcript →