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Analyst
Marni Shapiro
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 2questioned at least once
- Reporting periods
- 8with 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 11 of 11 questions from 2 companies
ROSTRoss Stores8 questions · 8 reporting periods · 0 of 8 challenging
Calendar 2026 Q3
Do you have any data showing that it is driving in the younger consumer?
Show response
Jim said marketing is driving younger traffic and marketing is planned as a rate of sales, with some increased spend in the back half.
Calendar 2026 Q2
Could you talk about updating and renovating some of the stores. You know, some of it was just a light touch
Show response
Hartshorn said about half the chain was refreshed last year with measurable sales impact and customer survey improvement. They paused to evaluate further changes for remaining stores and new prototypes.
Calendar 2026 Q1
did you see the same trends there as well. It was driven by traffic in our basket
Show response
Hartshorn confirmed DD's trends very similar to Ross including basket and modest price increases. Conroy said DD's has a vibrant home business at similar percent of total store with slightly different category mix.
Calendar 2025 Q4
Will you, at some point consider a loyalty program, and how would what would that look like if you thought about it?
Show response
Conroy said loyalty program uncertain but email database saw nice increase. No active text program yet. Brooklyn store exceeding expectations and generating competitor attention. First priority was refreshing marketing message and aesthetic.
Calendar 2025 Q3
should we expect to see in the back half of the year AUR increases? And I guess the kind of adjacent question is, how does your packaway strategy impact that
Show response
Hartshorn said they'll follow industry price increases but won't lead. AUR change to date is mix-related, not price. Workforce and turnover remain stable.
Calendar 2025 Q2
Were you able to pack away as much as possible for back to school, you know, back to your backpack analogy or comment
Show response
Conroy said packaway composition is similar to past years but focused on filling any receipt risk. Well-positioned to maintain store flows and minimize tariff impact.
Calendar 2025 Q1
Is it a shift to invest more there? Or how advertise, would you consider loyalty programs? Are you thinking about social media
Show response
Conroy asked for patience as team onboards a new ad agency. Acknowledged ability to invest more in marketing but declined specifics. LA fire impact was minimal and has rebounded.
Calendar 2024 Q4
curious if you could just give us a little insight into how many if any, of your DD's stores or Ross stores, in fact, compete with them in similar areas
Show response
medium
TJXTJX Companies3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q3
Can you just talk a little bit about the kind of nonapparel categories and non-traditional home categories?
Show response
Ernie declined Marmaxx category specifics but said HomeGoods is strong across the board, not just consumables.
Calendar 2025 Q3
You you've mentioned gifting, I think, more than once in your prepared remarks, which which is not always usual for you
Show response
TJX has expanded gifting strategy beyond holiday to year-round occasions. HomeGoods back-to-college execution praised as next-level storytelling. TJX becoming a gifting destination brand.
Calendar 2025 Q1
there's been a lot of consolidation on the brand side, some companies that have taken the IP or just, you know, have just a lot of brands within the one big company
Show response
Ernie said both consolidated mega-brands and emerging niche brands are priorities. TJX adds and drops roughly 2,000 vendors annually, and new brands eagerly seek TJX as an outlet.
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 |
|---|---|---|
| ROST Ross Stores | 8 | 0%none of 8 questions |
| TJX TJX Companies | 3 | 0%none of 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 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 2 | 0%none of 2 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 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 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Competitive Dynamics5
- Product Launch2
- Capex Investment2
- Pricing2
- Inventory2
- Capital Allocation1
- Supply Chain1