Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Rahi Parikh
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 3).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 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 5 of 5 questions from 4 companies
BGBunge Global2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
for the milling business, what do you see as a timeline to close? What regulatory processes are we still waiting on
Show response
CFO expects corn milling sale to close by end of Q2 or early Q3 at latest, with only domestic US regulatory process required.
Do you would kind of expect something from the EPA on volumes
Show response
CFO said EPA could announce RVO as early as this month (May), though not obligated until later. Administration appears to be listening to the industry coalition.
ADMArcher Daniels Midland1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
can you give us more color on trade flow shift, i.e., how you're replacing Chinese demand? And maybe how much of a drop in volume was related to China
Show response
Management indicated tariff impact was not significant in Q1, with 98% of Mexico/Canada products exempt and USTR Section 301 resolved favorably for ag exports.
HRLHormel Foods1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
I think you mentioned over-delivery in year one, so maybe more hardcore numbers if possible there
Show response
Jim confirmed on track without providing specific numbers vs plan. Nathan added FY25 has a running start with bigger projects and more pipeline.
MOSMosaic Company (The)1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
is it reasonable to assume some average around $400 per metric ton for sulfur cost in 1Q
Show response
Bodine noted sulfur in COGS may actually increase from Q1 to Q2 as higher-cost purchases flow through inventory. Luciano confirmed Fertilizantes EBITDA will improve from Q4 as Uberaba production normalizes and distribution margins expand. Araxa idle cost running approximately $10M/month hitting EBITDA. Product mix seasonality (more nitrogen, less performance products) affects Q1/Q4 but $50M is not representative.
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 |
|---|---|---|
| BG Bunge Global | 2 | —Rate withheld: fewer than 3 questions |
| ADM Archer Daniels Midland | 1 | —Rate withheld: fewer than 3 questions |
| HRL Hormel Foods | 1 | —Rate withheld: fewer than 3 questions |
| MOS Mosaic Company (The) | 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 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin2
- Regulation Policy2
- Cost Pressure1
- Trade Tariffs1
- Geographic Expansion1
- M&A1
- Guidance Reliability1