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Analyst
Logan Reich
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q3 (7 quarters; questions recorded in 5).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 5with 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 6 of 6 questions from 3 companies
CAVACAVA Group, Inc.4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q3
you talked about the lower income cohort growing actually faster than the higher income.
Show response
Reich asked about income-cohort trends and media-mix modeling; Tolivar said lower-income cohorts are generating the highest same-restaurant sales.
Calendar 2026 Q2
changes, if any at all, that you might have seen in consumer behavior post the start of the Middle East conflict
Show response
Brett said no shift in consumer behavior post-conflict; consistent across regions, ages and incomes, with lower-income strata strongest and premium incidence steady.
Calendar 2026 Q1
Where do you guys think the outperformance is coming from? And what are the key drivers of the improvement
Show response
Direct: underlying brand strength plus consumers gravitating back to everyday value as they cycle past an intense industry-wide promotional discount environment.
Calendar 2025 Q4
any sort of directional commentary you could provide on Q4 same-store sales outlook.
Show response
Said current trends run slightly above the midpoint but kept a wide range citing consumer uncertainty and the government shutdown.
DPZDomino's1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Just curious how that sort of trended in Q1. And then, any sort of impact you guys are seeing from the burger QSR elevated discounting
Show response
Russell noted two pizza competitors launched stuffed crust preemptively. Consumer confidence at 2022 levels creating QSR-wide headwinds. Sandeep argued competitors can't sustain promotional intensity given weaker economics.
SBUXStarbucks1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I just want to follow up on the remodels, obviously tracking ahead of schedule in ’26
Show response
Committed to a meaningful step up in fiscal 2027 and flagged quality as the constraint on speed, but declined to give a unit target or a system-completion date.
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 |
|---|---|---|
| CAVA CAVA Group, Inc. | 4 | 0%none of 4 questions |
| DPZ Domino's | 1 | —Rate withheld: fewer than 3 questions |
| SBUX Starbucks | 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 |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Macroeconomic2
- Competitive Dynamics2
- Capex Investment1
- Capital Allocation1
- Guidance Reliability1
- Pricing1