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Analyst
Margaret Grady
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 3).
- Questions
- 5on tracked calls
- Challenge rate
- 20%1 of 5 questionsLimited sample
- Companies
- 1questioned 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 1 company
MASMasco5 questions · 3 reporting periods · 1 of 5 challenging
Calendar 2026 Q2
I just wanted to go into the pricing impact in the quarter. Maybe if you could break out any color by segment?
Show response
Gave underlying pricing by segment ex the one-time items; asked by an associate on for Phil Ng.
does the back half guide assume any incremental pricing coming through? Or is it all already in place?
Show response
Confirmed the guide contemplates Section 232 and the new Section 301 tariffs, with a roughly one-quarter lag into the P&L.
Calendar 2025 Q3
It was kind of surprising to see a similar pace, that 3% in 3Q similar to 2Q, just given the tariff mitigation efforts and the magnitude of pricing you have out there
Show response
Rick characterized 3% as pricing continuing to gain traction, emphasized balanced approach across multiple levers. Declined to give Q4 specifics but indicated continued favorable pricing on YoY basis.
are there any nuances to call out between channels in terms of realization or acceptance by channel
Show response
Rick declined all channel-specific pricing commentary and would not discuss future pricing plans still in development. Reiterated pricing as one lever in overall tariff mitigation framework.
Calendar 2025 Q2
how are you thinking about adjusting those increases in response to changing tariff policy versus holding on to the initial headline increase
Show response
Jon confirmed pricing has stuck so far. Emphasized pricing as last lever after footprint, cost, and supplier negotiations. Focused on balancing margin protection with share growth.
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 |
|---|---|---|
| MAS Masco | 5 | 20%1 of 5 questions |
- MASMasco · 5 questions20%1 of 5 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Pricing5
- Trade Tariffs3
- Demand1
- Competitive Dynamics1