Reinhardt Walt

Consumer Cyclical

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas2 topics

Capital Allocation2Margin1

Question History2 questions

SWSmurfit WestRock1 quarter

2025 Q2

the ones that you've cut, are we referring here to EBITDA loss-making contracts? Or are you also looking at this from an EBIT length

MarginCapital AllocationView in transcript →

just as things are today, any steer on just directionally how we should think about CapEx into next year

Capital AllocationView in transcript →