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Analyst
Todd Brooks
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q3 (7 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 4with 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 4 of 4 questions from 2 companies
CAVACAVA Group, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q3
when you were kind of giving the shape to the Cyclospora impact, I think you said flat to
Show response
Brooks asked Tolivar to clarify the Cyclospora sales trajectory; she said comps dipped to flat-to-positive then improved weekly to mid-single digits in the last week.
Calendar 2026 Q1
Now that we're about 80% rolled out, what's the curve of a restaurant getting the platform
Show response
Direct: KDS transition is fairly quick with accuracy and order-status benefits, though not an outsized traffic driver and not heavily built into guidance.
DPZDomino's2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q3
Is this something that could be extended further?
Show response
Russell emphasized optionality from arsenal of pre-built value promotions with existing consumer recognition. Won't share forward-looking Q4 plans but feels good about the quarter. Started with BDE and will lean into all aspects of Hungry for More.
Calendar 2025 Q1
can you talk about how much share Domino's has gained in both the carryout and the delivery channel since that program has been launched
Show response
Russell broadened to long-term track record of ~1 share point/year, argued Domino's is better positioned going forward. Emphasized AUV gap vs competition makes sustained promotional intensity unsustainable for others.
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 |
|---|---|---|
| CAVA CAVA Group, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| DPZ Domino's | 2 | —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 |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | No questions recorded | — | — |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q2No questions recorded
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Capex Investment1
- Pricing1
- Competitive Dynamics1
- Revenue Growth1