Rick Reid

Consumer CyclicalIndustrials

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

2

Companies

3

Questions

0%

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

Focus Areas5 topics

Supply Chain2Margin1Pricing1Demand1Trade Tariffs1

Question History3 questions

DHID. R. Horton1 quarter

2026 Q1

how much of the 1-month improvement was explicitly from lower construction cycle times versus shorter complete to close

Supply ChainMarginView in transcript →

Can you just remind us whether there are any timing differences between the sales this year versus last year

PricingDemandView in transcript →

SWKStanley Black & Decker1 quarter

2026 Q1

I just wanted to maybe drill a little bit deeper on the status of your USMCA tariff initiatives, and then also maybe just talk through kind of the status of the China tariff mitigation as well

Trade TariffsSupply ChainView in transcript →