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Analyst

Sean McGowan

ROTH Capital Partners · covers Consumer Defensive

Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q3 (4 quarters; questions recorded in 3).

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
3on tracked calls
Challenge rate
0%none of 3 questionsLimited sample
Companies
1questioned 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. See how we grade analysts on earnings-call questions.

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 3 of 3 questions from 1 company

CELHCelsius Holdings, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
CELH company page →

Calendar 2025 Q3

Now that we're deeper into the ownership of Alani and you've had some time to think about what to do with Rockstar.

Geographic ExpansionTranscript · FY2025 Q3 →
Show response

John cited Australia as the strongest early market, foundational European markets, and Celsius leading international expansion with Alani to follow.

Calendar 2025 Q1

talk a little bit about international. How is that market-by-market going relative to your expectations?

Geographic ExpansionDemandTranscript · FY2025 Q1 →
Show response

Fieldly said new-market reception (Australia/New Zealand and others) exceeded expectations and framed international as a multi-year growth area.

Calendar 2024 Q4

how much the promotional allowances that you talked about in the past impacted both revenue and gross margin

Show response

Management acknowledged elevated contra revenue from promotional/incentive activity but did not quantify it; reiterated a ~50% gross-margin target.

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.

CompanyQuestionsChallenge rate
CELH Celsius Holdings, Inc.30%none of 3 questions
  • CELH
    Celsius Holdings, Inc. · 3 questions
    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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2024 Q410%none of 1 question1
2025 Q110%none of 1 question1
2025 Q2No questions recorded——
2025 Q310%none of 1 question1
  1. 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
  2. 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
  3. 2025 Q2No questions recorded
  4. 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Geographic Expansion2
  • Demand1
  • Pricing1
  • Margin1