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Analyst
Korinne Wolfmeyer
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q2 (4 quarters).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 6questioned at least once
- Reporting periods
- 4with 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 11 of 11 questions from 6 companies
PGThe Procter & Gamble Company3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
how you feel about the broader agility of your supply chain and how quickly and easily could you shift things around
Show response
Andre cited $10B+ US investment; said supply chain changes need certainty before action.
Calendar 2024 Q4
What are the confidence levels you're feeling with them? Are they still being cautious of inventory orders
Show response
Jon said retailer conversations are focused on joint market growth and supply chain optimization.
Calendar 2024 Q3
How are inventory orders tracking? Has there been any change throughout the quarter
Show response
Andre said retailer inventory is broadly stable and described P&G's US and Europe retailer relationships as the strongest he can remember.
CLColgate-Palmolive2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
the pace of mitigation and how we should be thinking about, you know, over the next couple of quarters
Show response
Sutula noted more mitigation as year progresses. Multiple scenarios run but impossible to predict which tariffs go into effect. Mexico toothpaste concluded USMCA-compliant.
Calendar 2024 Q4
I'd like to just get a little bit more color on the pet nutrition business for 2025
Show response
Wallace highlighted focus on small pet, cat, and wet segments for growth. Tonganoxie facility ramp on track. Sutula described margin expansion driven by innovation, private label wind-down, and supply chain.
KVUEKenvue2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
any color you can give us on when that should start to hit the P&L? And when we should start to see some of those mitigation efforts really take hold
Show response
CFO confirmed FX offset some tariff impact in guidance. Working toward absorbing full impact in 2026 through productivity, alternate sourcing, supply chain optimization, and targeted pricing.
Calendar 2024 Q4
any more deeper color you can provide us on what to expect for Q1 for the gross margin operating margin line and how that should progress over the year
Show response
CEO described margin trajectory following top-line cadence with muted Q1 and acceleration in Q2-Q3. On tariffs, confirmed Canada-US is main exposure with alternate sourcing and pricing actions ready.
ULTAUlta Beauty2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
How are you thinking about market improvement versus your own initiatives and then even competitive throughout the quarter
Show response
Kecia noted beauty category grew low single digits in Q1. Skincare, wellness, and fragrance were strongest drivers. Hair care and makeup harder to grow but showing green shoots.
Calendar 2024 Q4
I'd like to touch a little bit on the competitiveness on the mass piece of business.
Show response
Kimbell acknowledged mass makeup category decelerating but gave no specific Ulta mass share data. Emphasized strength of all-price-point model without quantifying impact of dollar store or broader mass competition.
CHDChurch & Dwight1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
why do you think the retailers wouldn't restock if the consumption is still there? And then separately, just any updated thinking around the M&A environment?
Show response
CEO attributed lack of restock to consumer pullback and tariff uncertainty. On M&A: still priority #1, looking at international bolt-ons similar to Japan/Graphico model.
KMBKimberly-Clark1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
walk us through in a little bit more detail the nuances around the gross margin expectations for 2025 and how we should be thinking about the expansion
Show response
Urdaneta outlined gross margin expansion at slower pace than prior two years, with productivity in 5% range. Operating margins to grow faster than gross due to SG&A savings.
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 |
|---|---|---|
| PG The Procter & Gamble Company | 3 | 0%none of 3 questions |
| CL Colgate-Palmolive | 2 | —Rate withheld: fewer than 3 questions |
| KVUE Kenvue | 2 | —Rate withheld: fewer than 3 questions |
| ULTA Ulta Beauty | 2 | —Rate withheld: fewer than 3 questions |
| CHD Church & Dwight | 1 | —Rate withheld: fewer than 3 questions |
| KMB Kimberly-Clark | 1 | —Rate withheld: fewer than 3 questions |
- PGThe Procter & Gamble Company · 3 questions0%none of 3 questions
- CLColgate-Palmolive · 2 questions—rate withheld: under 3 questions
- KVUEKenvue · 2 questions—rate withheld: under 3 questions
- ULTAUlta Beauty · 2 questions—rate withheld: under 3 questions
- CHDChurch & Dwight · 1 question—rate withheld: under 3 questions
- KMBKimberly-Clark · 1 question—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”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 5 | 0%none of 5 questions | 5 |
| 2025 Q1 | 4 | 0%none of 4 questions | 4 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q45 questions · challenge rate 0% (none of 5 questions) · 5 companies
- 2025 Q14 questions · challenge rate 0% (none of 4 questions) · 4 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand6
- Trade Tariffs4
- Inventory3
- Margin3
- Competitive Dynamics2
- Supply Chain1
- M&A1
- Cost Pressure1
- Product Launch1
- Capex Investment1