Ryan Gilbert

Consumer Cyclical

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

4

Questions

0%

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

Challenge Trend

Q4 '25Q1 '26

Focus Areas6 topics

Inventory2Demand2Pricing1Supply Chain1Macroeconomic1Competitive Dynamics1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

DHID. R. Horton2 quarters

2026 Q1

Is that just a function of the drop in standing inventory? Or are you able to offer more incentives on homes under construction

InventoryPricingView in transcript →

Did you increase starts throughout the quarter? Do you need to make any adjustments as a result of the Iran conflict

Supply ChainDemandView in transcript →

2025 Q4

Has that been the case so far in January? Have you seen a pickup in homebuyer demand given the the drop in rates

DemandMacroeconomicView in transcript →

Are there any markets where you've where you're seeing any any benefit from you know, less inventory coming online

InventoryCompetitive DynamicsView in transcript →