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Analyst
Linda Weiser
Period: Reporting periods mapped to calendar 2024 Q3 – 2024 Q4 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 2 companies
CLXClorox2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
Michigan consumer sentiment is something that some of us look at. Is there a level that has to be where historically you see that higher category growth
Show response
Linda said no single metric correlates perfectly. Watching employment, inflation expectations, consumer confidence in aggregate. Good news: operating at top end of 0-1% category growth range.
Can you remind us the trajectory of when that starts to taper off? Is this the peak year of spending or -- and how long does it continue?
Show response
Kevin confirmed year 4 of 5-year, $560-580M program. ~$500M spent by end of FY2025. FY2026 is final year with lower spend. After FY2026, no more charges.
PGThe Procter & Gamble Company2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2024 Q4
I was curious about the US side of it and whether -- what you're doing in OA in the US like focusing more on Regenerist
Show response
Andre: deodorant, personal care and hair care strong; skincare down double digits in NA with distribution/benefit-space shift.
Calendar 2024 Q3
I was curious about Olay in North America and what's being done there in terms of the competition
Show response
Andre highlighted Olay super-serums and Melts success in North America and Pantene/Head & Shoulders innovation gaining share in China.
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 |
|---|---|---|
| CLX Clorox | 2 | —Rate withheld: fewer than 3 questions |
| PG The Procter & Gamble Company | 2 | —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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 3 | 0%none of 3 questions | 2 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Macroeconomic1
- Demand1
- Capex Investment1
- Innovation & R&D1
- Product Launch1