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Analyst

Justin Klabur

Robert W. Baird · covers Consumer Cyclical

Period: Reporting period mapped to calendar 2025 Q4.

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
0%none of 2 questionsLimited sample
Companies
1questioned at least once
Reporting periods
1with 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 2 of 2 questions from 1 company

AZOAutoZone2 questions · 1 reporting period · 0 of 2 challenging
AZO company page →

Calendar 2025 Q4

would you expect that two-year stack to remain relatively stable internationally just as we think out over the next few quarters

Geographic ExpansionRevenue GrowthTranscript · FY2026 Q1 →
Show response

Management expects international two-year comp stack to remain fairly consistent. Bullish on international as attractive long-term contributor with growing DIY and rapidly growing commercial business.

just wanted to clarify that growth on a per store basis Are are you telling us we should expect that

Cost PressureCapex InvestmentTranscript · FY2026 Q1 →
Show response

Management confirmed per-store SG&A growth will remain in similar range, with back-half weighted store openings adding to total SG&A acceleration.

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.

CompanyQuestionsChallenge rate
AZO AutoZone2—Rate withheld: fewer than 3 questions
  • AZO
    AutoZone · 2 questions
    —rate withheld: under 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q420%none of 2 questions1
  1. 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Geographic Expansion1
  • Revenue Growth1
  • Cost Pressure1
  • Capex Investment1