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Analyst
Laura Champine
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 40%2 of 5 questionsLimited sample
- Companies
- 3questioned 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 5 of 5 questions from 3 companies
ROSTRoss Stores3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2025 Q2
if you're at more than 50% of goods from China today, assuming tariffs don't change from here, where would you expect to be at the end of the year
Show response
Conroy declined to give a specific target but acknowledged limited near-term flexibility. Expects closeouts to play a larger role with merchants focused on compelling assortments regardless of origin.
Calendar 2025 Q1
can you get there just from improved weather? Or do you need market share to accelerate or the macro to improve
Show response
Hartshorn said weather improvement helps but macro backdrop is a key variable. Cited off-price resilience even in tough times, noting you have to go back to 2008-2009 for significant challenges.
Calendar 2024 Q4
I'm curious whether that will likely change the structure of his direct reports or responsibility set
Show response
high
COSTCostco Wholesale Corporation1 question · 1 reporting period · 1 of 1 challenging
Calendar 2024 Q4
how would senior management diagnose or grade your online presence from a look, feel, and function perspective relative to your competition?
Show response
Gary acknowledged more work to do on digital while noting Costco outpaced US e-commerce growth over 10 years. Ron said front-facing improvements coming in next 12 months.
TJXTJX Companies1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
A follow-up on the Q1 guide, just trying to get to the underlying profitability. How much I think you mentioned that the timing of expenses
Show response
John walked through Q1 deleverage: CARES Act lapping, 20bp interest headwind, inventory hedge timing reversal, and wage/payroll increases. Also noted Europe store growth largely in Germany.
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 |
|---|---|---|
| ROST Ross Stores | 3 | 33%1 of 3 questions |
| COST Costco Wholesale Corporation | 1 | —Rate withheld: fewer than 3 questions |
| TJX TJX Companies | 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 | 2 | 50%1 of 2 questions | 2 |
| 2025 Q1 | 2 | 50%1 of 2 questions | 2 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2025 Q12 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin1
- Cost Pressure1
- Innovation & R&D1
- Subscriber Growth1
- Trade Tariffs1
- Supply Chain1
- Macroeconomic1
- Revenue Growth1
- Competitive Dynamics1