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Analyst
Will Jones
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q2 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 3 of 3 questions from 2 companies
FERGFerguson plc2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
if you could just touch on how you're managing the own brand business amid the changing tariff dynamics.
Show response
Murphy said own-brand is ~10% of revenue, sourced from 31+ countries with mitigation in place (China exposure mainly lighting, fans, small appliances); Brundage detailed 5 open market distribution centers with 2 more coming.
Calendar 2025 Q1
Are you actually highlighting that, there are inventory losses, so to speak, in the quarter
Show response
Bill: not inventory losses; deflation pressures daily bidding/quoting in a weak volume market, and Ferguson is likely nearer the end than the beginning of the six-quarter deflation cycle.
CRHCRH plc1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Perhaps you could just update us on the winter fill process, how that went? And to what extent you think the drop in the oil price of late might have implications for pricing
Show response
Randy detailed winter fill competitive advantage with ~50% annual consumption stored, margin-based business model, and unique blending capabilities for DOT specifications.
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 |
|---|---|---|
| FERG Ferguson plc | 2 | —Rate withheld: fewer than 3 questions |
| CRH CRH plc | 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 |
|---|---|---|---|
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Supply Chain2
- Pricing2
- Trade Tariffs1
- Margin1
- Inventory1