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Analyst
Anthony Bonadio
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 3questioned at least once
- Reporting periods
- 6with 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 11 of 11 questions from 3 companies
CASYCasey's General Stores, Inc.7 questions · 4 reporting periods · 0 of 7 challenging
Calendar 2025 Q3
A lot of your peers are sort of struggling to just try to water on fuel gross profit dollars. And you guys managed to grow both same-store gallons and fuel margins
Show response
Darren cited three drivers: (1) prepared food driving more traffic and shots on goal at the pump, (2) highest-rated value perception vs competitors in guest research, (3) consistent competitive pricing strategy builds trust so guests don't shop around.
Calendar 2025 Q2
can you just talk us through the build as we think about the remaining contribution from Fikes, [lack] of onetime costs and assumptions around synergies
Show response
Steve outlined synergy buckets: fuel pricing captured from day 1, overhead rationalization underway, inside procurement limited by existing supply contract, kitchen remodels won't contribute meaningfully until FY27-28.
Fuel margins came in, I think, quite a bit better than many were expecting despite that CEFCO headwind that I believe you said was around $0.02 per gallon. So can you just speak to progress on syne...
Show response
Darren attributed outperformance to team pricing execution during a March run-up and April pullback in wholesale costs, plus progress on upstream fuel procurement (Fuel 3.0) capabilities.
Calendar 2025 Q1
Can you just maybe talk a little bit more about early performance from that asset? How the integration is going?
Show response
Performance is in line with expectations despite unusually cold weather in Texas. Synergy expectations unchanged at $45M over 3-4 years with 40% from food (back-end).
you guys put up a really strong fuel gallon quarter while we've generally seen pretty choppy industry data and results from others
Show response
Darren attributed gallon growth to ramping prior-year acquisition stores cycling softer comps, plus recovery in diesel from both commercial and over-the-road programs.
Calendar 2024 Q4
has anything fundamentally changed about how you're thinking about the existing Casey's business in the back half?
Show response
Steve confirmed mothership steady-state, lower OpEx than guided, and that fuel synergies come first from Fikes while pizza remodel synergies are 12+ months out.
any additional thoughts on how you're thinking about fuel margins in the context of that 10% EBITDA growth?
Show response
Darren declined to guide CPG specifically but noted Fikes geographies carry about a penny per gallon lower margin, which is reflected in EBITDA expectations.
HASHasbro3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
Can you just talk a little bit more about the contour of those sales as we think about the mass channel
Show response
Cocks said Marvel performed across all channels, excelling with new players and less traditional outlets like mass, Disney parks, and GameStop.
Calendar 2026 Q1
does that at all change your thoughts on the mix of Universes Beyond versus owned IP SET
Show response
Cocks said mix could shift plus or minus 10% based on creative inspiration and audience feedback. Netflix animated series could boost first-party mix. Sees growth as win-win for all stakeholders.
on Monopoly GO, it seems like that eased a little bit sequentially in Q1, but it's pretty consistent over the last few quarters
Show response
Cocks praised Scopely partnership and said Monopoly GO will meaningfully drive engagement for years. Compared its contribution to a couple of blockbuster movies worth of incremental licensing and product sales.
HOGHarley-Davidson, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
some of our inter-quarter checks suggested demand picked up somewhat across the industry in Q2
Show response
Asked whether industry demand picked up in Q2 and how much growth was company-specific. Starrs called the retail environment good and credited portfolio moves, Super Glide and Deadwood, and touring share.
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 |
|---|---|---|
| CASY Casey's General Stores, Inc. | 7 | 0%none of 7 questions |
| HAS Hasbro | 3 | 0%none of 3 questions |
| HOG Harley-Davidson, Inc. | 1 | —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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand5
- M&A5
- Competitive Dynamics4
- Guidance Reliability3
- Product Launch2
- Margin2
- Macroeconomic1
- Revenue Growth1