Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Young Li
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
- 2questioned 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 2 companies
COOCooper Companies (The)9 questions · 6 reporting periods · 0 of 9 challenging
Calendar 2026 Q2
on the fertility business. It rebounded to double digits earlier than expected.
Show response
Al credited the fertility rebound to a recovering market plus share gains, but framed double-digit growth as partly capital-driven and not yet sustainable.
Calendar 2026 Q1
I was just wondering if you were able to win more new contracts this quarter just given the improvement in supply.
Show response
Supply improvement enabling more contract wins. Management responded with context on this topic.
Are there any incremental updates on the competitive front just given the potential for impact on the profitability side?
Show response
PARAGARD competitive update and margin impact. Management responded with context on this topic.
Calendar 2025 Q4
Can you maybe go a little bit more into detail on the assumptions for growth year, you know, talking about the geographic variances
Show response
Fertility geographic assumptions and mid-single-digit growth confidence. Management responded with context on this topic.
some of your competitors have been talking more and more about next generation contact lenses and materials. I was wondering if you can comment sort of where you are with your program.
Show response
R&D pipeline and next-generation contact lens materials. Management responded with context on this topic.
Calendar 2025 Q2
I wanted to hear a little bit about the private label business growth, if you can provide any on sort of the growth versus branded
Show response
Private label growth trends vs branded and consumer trade-down risk. Management responded with context on this topic.
Calendar 2025 Q1
wanted to get your updated views on, you know, continued thoughts on M&A or continued investment in CSR.
Show response
CSI M&A appetite and spherical growth outlook. Management responded with context on this topic.
Calendar 2024 Q4
I wanted to ask about the health of the consumer in key regions worldwide. You have a sizable private label business
Show response
Consumer health and private label trends across pricing tiers. Management responded with context on this topic.
Where do you think the competitors are in terms of ramping up their own supply? How much more manufacturing capacity is still needed
Show response
Industry supply-demand dynamics and overcapacity risk. Management responded with context on this topic.
SYKStryker Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
How long does it take for you guys to sort of restock inventories and get enough products back in the field so that your reps can get back to offense
Show response
Preston said Ortho and disposables with consigned/distributor inventory recovered relatively fast. MedSurg make-to-order capital products need production rescheduling with recovery in Q3/Q4.
Can you maybe level-set us a bit on the ramp expectations as well as maybe some color on the health of the shoulder market
Show response
Jason said the shoulder market continues growing double digits. Mako Shoulder is available on Mako 3 today with Mako 4 availability coming midyear.
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 |
|---|---|---|
| COO Cooper Companies (The) | 9 | 0%none of 9 questions |
| SYK Stryker Corporation | 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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 4 | 0%none of 4 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q14 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand6
- Supply Chain3
- Competitive Dynamics2
- Innovation & R&D2
- Revenue Growth1
- Inventory1
- Product Launch1
- Geographic Expansion1
- M&A1
- Capex Investment1