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Analyst
Loren Eng
Period: Reporting period mapped to calendar 2025 Q2.
- 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
BBYBest Buy2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q2
Can you bridge that positive sentiment versus your updated comp guidance of down 1% to positive 1%?
Show response
Matt explained they first updated base-level category trends from Q1 actuals, then layered on tariff impact estimates. High end assumes categories outperform with less tariff drag; low end assumes no material back-half improvement.
when do you expect maybe benefits from the rollout of the US marketplace to start taking shape?
Show response
Matt declined to size marketplace or ads benefits but confirmed both help gross profit rate more in the back half. Marketplace is an OI rate help for the full year; Ads helps gross margin but is OI-neutral due to investment.
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 |
|---|---|---|
| BBY Best Buy | 2 | —Rate withheld: fewer than 3 questions |
- BBYBest Buy · 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”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Guidance Reliability1
- Demand1
- Margin1
- Revenue Growth1