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Analyst
Mark Astrachan
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q1 (3 quarters).
- Questions
- 7on tracked calls
- Challenge rate
- 14%1 of 7 questionsLimited sample
- Companies
- 4questioned 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 7 of 7 questions from 4 companies
PGThe Procter & Gamble Company3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
I wanted to go back to your commentary, Andre, about the shifting consumer in terms of where they're purchasing.
Show response
Andre said it's a continuation, explains inventory reduction as those channels are more inventory efficient; brand positioning is solid.
Calendar 2024 Q4
remind us on the approach to offset FX pressures where pronounced in places like LatAm, where the dollar has
Show response
Andre: enterprise pricing plus innovation offsets FX; SK-II benefited from easing geopolitical sentiment plus LXP super-premium launch.
Calendar 2024 Q3
It seems like the trends in the brand are just a little bit worse than the overall prestige skin care category.
Show response
Andre attributed weakness to the Japanese-brand-in-China dynamic, defended SK-II's core relevance, and cited strength outside China.
CLColgate-Palmolive2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
where is the company from a market share perspective in the context that mass and club and e-commerce continue to outperform
Show response
Wallace confirmed strong shares in mass, club, and e-commerce. Drug channel weaker but CL shares not materially higher there. Hill's added to Walmart online via authorized 3PL distributor.
Calendar 2024 Q4
could you just opine a bit on what you think is adding to the category volatility? Is it all pricing that's been taken
Show response
Wallace focused on CL's premium science-based positioning rather than directly addressing category volatility drivers. Noted category flat, expects positive inflection in back half 2025.
CELHCelsius Holdings, Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2024 Q4
how do you maintain the momentum that Alani has had? If you take a look at their market share gains
Show response
Management argued the Alani consumer is incremental and loyal within a broadening, mainstreaming energy category; no direct data on the share-overlap concern.
IFFInternational Flavors & Fragrances1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
could you talk about the growth rates between local, regional, and private label customers compared to multinationals
Show response
DeVeau confirmed faster growth in regional/private label vs multinationals. Erik emphasized pursuing both best-in-class margins and growth rates, accepting slower EBITDA margin progress due to reinvestment.
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 |
|---|---|---|
| PG The Procter & Gamble Company | 3 | 0%none of 3 questions |
| CL Colgate-Palmolive | 2 | —Rate withheld: fewer than 3 questions |
| CELH Celsius Holdings, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| IFF International Flavors & Fragrances | 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 4 | 25%1 of 4 questions | 4 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q44 questions · challenge rate 25% (1 of 4 questions) · 4 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics6
- Demand3
- Inventory1
- Fx1
- Pricing1
- M&A1
- Margin1