michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think it is. We had started out there last year, as you pointed out. And then COVID brought in the level of uncertainty, and we pulled back quite a bit on capex 2020. We restored it in 2021. I think 9% -- 8% to 10% of sales is a rough proxy of where our capex sits. So you can kind of scale as the business grows, our capex will grow accordingly. So $450 million is probably not a bad number to be at. It's a little bit higher than we've been in recently. But again, we brought it down in 2020. So that's part out of that number to be at going forward.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Nick, this is George.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
No. What we said is we want to keep low leverage levels. So I will never say absolutely that we will never take on some debt. But we want to keep those levels very low and manageable. And if we were to use an ABL, it would only be for a temporary basis, if at all. But our goal would be not to have any debt or very little debt. And our goal would be to maintain the ABL to maximize liquidity to support the ongoing operations.
I think you can look at our Eagle acquisition as a good example. As part of that negotiation, we negotiated a separate $5 million facility to provide liquidity for the Eagle acquisition to make sure we protected our ABL and kept that liquidity fully available for the existing operation. So any acquisition we do, we want to make sure that we don't risk the long-term strength of the balance sheet, but also that we ensure that we have more than adequate liquidity to support the existing business, as well as any acquisition and new assets we take on.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I mean, pre-COVID, as you know, we were saying where the sort of 3.5% to 4% price, and we're going to migrate to the top end of the range. I think when you look at the backdrop today and with CPI, I mean, if you're moving that $1 billion from the typical sort of 2%, you're moving that up to three, four, somewhere higher with a little bit of incremental support on the commercial and post-collection lines, I think you can add 100 basis points to that pricing number pretty easy. So maybe you're now in that sort of 4.5 to five range going into next year. So I think as the quarter and year plays out and we see those resets and the overall continued acceleration of pricing, we'll have a better view in February.
But I think it's something better than four. And just how much better, you'll have to give us a couple of months before we come back to you.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, Jon.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Susan.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Our win ratio is one thing that we do track very closely and look at the various reasons for it and so forth and we have been trending better in that regard over time. So we look at it by market, by vertical and so forth and try to analyze what the underlying reasons are. There's always a drive to try to improve at that. But at the same time, winning every deal at the expense of earnings is not the best place to land either. So we try to balance all of those things to make sure that we're doing the right thing by our customers, but also by our shareholders. So overall, I would say our win rate is actually improving, and we're just trying to balance that out with the overall pricing yields that come along with it.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, guys. Good morning, and thanks for taking the questions here. Michael, I was just curious on Jack's earlier question as well on margins for 2022, can you comment on your ability to -- or rather your confidence in passing through inflation on the distribution side of the business, particularly given rising freight costs? And on a somewhat related note, are you guys seeing any sort of deterioration in your on-time delivery metrics at all?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, because we have -- we sold existing inventory. The spike last year started in mid-March and we sold existing inventory in the first couple of weeks of the spike, which had a very solid effect on our first quarter, but then, as we made product to replace the inventories that we drew down at the end of March that was when we changed our pattern of manufacturing, as I mentioned, and that's why I think we're going to see that margins were hurt by that, but they're going to bounce back this year.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think it helps us. I think all of these things -- when you do right by clients and you build really amazing products that help massive amounts of people, the general view that I have and everyone here has is the positive outcomes usually follow, and that's something we've seen traditionally and untraditionally through our entire existence in 16 years. So we -- it's not a halo. I think we've built some really amazing products that have helped us win clients because of it.
We have won clients because of it. And our clients feel really good about us being able to support them through tough times. And that's part of relationship that we build. So -- but also it's just the right thing to do. And I want everyone to understand that we will always endeavor to try to always do the right thing. It's important.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Thanks, Mark. Good morning. As we mentioned in the remarks, we have seen a good positive pivot from flat to growth in the foodservice business from March to April. What gives us some of the confidence that we're conveying to you around the high end of the overall volume range is we haven't yet seen anything material in terms of moving away from the at-home consumption. Obviously, that's something we've talked about in the past. We talked about kind of the teasers outer effect that we shared with you previously. But we haven't really seen indications of that materializing. And some of the ongoing at-home consumption and some of the trends around where people work even in a post environment, we haven't seen anything that we'd characterize as material. Our customers remain quite confident in their volumes as they kind of look through the -- certainly through the next couple of quarters. Anything to add to that, Mike?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, it's a fantastic question, and truthfully and one that we track quite a bit and try to estimate. I would just tell you that, without being able to be a fine point to it, it's hundreds of millions of dollars is the way that we view it. And that's what gets us pretty excited about the fact that the end of the pandemic in our view is on the horizon. Once that occurs, and we've got a heck of a backlog that we need to work through, now the timing of when you work through it is based on capacity capabilities in different markets and those types of things. But we feel it's very sizable, and we're excited to start working through it.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
It actually was down slightly because of the strong growth that we're seeing on the creative slide. Q4 was slightly more revenue than Q1. And if you think about it, Nehal, we have more customers that renew maintenance in Q4. So that there's more opportunity to move them to subscription. In Q1 although it's a good quarter for renewing maintenance, it was down slightly versus Q4.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good morning, Susan. What we are -- in terms of our outlook, what we are saying is that our trends are in line with what's happening in the market. So in other words, yes, we are definitely seeing that as before, where we followed the virus and the traffic followed the virus, we are now seeing the inverse that traffic is following the vaccine. So in areas where there is a -- for our target customer, the majority of the people that are vaccinated, we are seeing the improvement in traffic.
So we believe that traffic and sales will continue to follow that trend line as it did in '20. And -- so that's how we are looking at sales for the first half of the year. In terms of your question on Soma, we believe that the runway that we've had in Soma and the investments that we're making in the inventory will continue to pay out greater than the market trends that we have in front of us.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
It was very negligible, Steve, last year. As the year wound up, it was almost no price in terms of the residential equipment business, volume units.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
A very large percentage of it is the required storm hardening that we are gated to invest in, in Florida. Fortunately, there's a recovery mechanism similar to our GRIP program on the natural gas side that enable us to recover those dollars. But it's -- that's the biggest part of it, including additional typical capital that we have for pipe for serving new customers and a couple of substation improvements are. The bulk of it go to storm hardening.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Brandon, so let me start kind of at a high level. I really see we've got some very strong building blocks in place, we've continued to bring on some talent with PSR experience and Hunt Cary, who is running our operations efficiency team has now added to his portfolio, responsibility to include our network operation center. So we have that going for us. We have longer term siding extensions that are going to allow us to continue to grow trains. We are still growing train length as you heard in my prepared remarks, but there is still some work to do from a consolidation perspective on our line of road.
I do think that, that should be a benefit to us because it unlocks capacity, the fewer trains that we have out there and we're working every day to be better, so as I think about it in a more short-term view, we're working every day to be better. Our recrews have come down substantially in July and as I think about even from a capacity perspective, I'll give you this kind of data point; last quarter I talked about the fact that on our intermodal trains at about 10% we're running above 10,000 feet, that's actually the same number this quarter even with the train size increases that we've seen.
So, we're actually starting with the smaller stuff and being able to put that together and then as we grow the sidings, we'll be able to even do more and again that just unlocks capacity on line of road. So, I see a bright future here longer term and then medium term again it's just basic blocking and tackling, and I think Hunt being in the NFC has brought some different thoughts into that work group and I think we're seeing those benefits already in July.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Thanks, Brent. It's a great question because we saw activity levels that were way ahead of what we had seen previously, just from a seasonal uptick perspective. And it suggests to us that businesses are more than back to business. But it seems premature to declare the impact of the pandemic over, given how early we are with the economic situation, with vaccine rollout and all sorts of things. So there's certainly some unknowns there. But we were really encouraged by the level of activity, the level of retention and whatnot, given the sort of elevated activity that we saw in the second quarter, particularly in December. We would expect our typical seasonal patterns to continue where the third quarter is usually down a bit in terms of payment volume, again, seasonal reasons more than anything else. But we're watching it closely and hoping to see more signs of this level of activity going forward.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. Yeah, I think the launch is really important and getting folks using the program is really important and I would characterize it as our expectation is that it's going to build momentum, right. So I don't think it's something that you turn on an overnight, there is a massive catalyst right there, but I think that when you think about what this could do for this brand in level -- really leveling the playing field with some of these bigger brands is going to be a great solution for Del Taco and our guests moving forward.
I'll tell you, we're excited about it, the loyalty program is actually -- I'll tell you what the name is going to be, it's called Del Yeah rewards. So we're excited about that, it's fun, it's exactly where we want to be as a brand, it's a points based loyalty program with a tiered structure designed to really motivate the reward behavior. So essentially the more use the higher you tear, and the higher you tear, the more benefits you unlock. And we'll have the ability to do things like challenges, enhanced frequency and guest engagement and then ultimately what's really important here the team, the great team that we've been building internally along with new partners that we have will be collecting guest data to provide a more customized one-to-one experience with the brand.
So as you can imagine, we're absolutely going to want to get as many guests into this program as we can early and often, and so there will be the marketing push around this when it launches in September and an ongoing effort at the restaurant level to make sure that we're building this program over time.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Okay. Good morning, thanks for taking my question. Just wondering if you could expand a little on the favorable development in the pre-COVID population, what factors might be driving development there, you think?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you for taking the question and a nice quarter. Two quick questions. If PASCAL is approved in the United States by the end of next year, does that mean data at ACC?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, Mike. Yes, we hardly have any hedges right now. We just had a hard time last year forecasting our fuel consumption volume. So I think there might be a little bit. I don't know if you remember, I think it was a gain, but it's really, really small just because we don't have very many hedges on the books right now.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Laurie, before we go to the next question, we're aware that we've had a technical issue on the webcast and just want to make sure that investors listening on the webcast are aware that we're going to work to get our transcript and the replay up very quickly following the call. So we appreciate your patience on that.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So it varies by market and the technical configuration at each station. So again, I mean, it -- by the end of this year, with the current Gray portfolio, I think we were looking at just three markets. And as Kevin mentioned earlier in the week, once the acquisition of Meredith closes, that rate will accelerate a little. So there'll be significantly more launches in 2022 than 2021.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, Steve, the overall target on EBITDA is 15% on that $1 billion base. What I'll also do is look to see if Dan wants to add any color on. Dan is in the room as well.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
There is a little bit of both. We developed the process and structure in order to accomplish that. We also identified short-term relationships that would help us with the specific EIP program issues we were having as well as some -- hopefully, some longer-term relationships that we think will help us into the future.

    Prediction (one of UP, DOWN, SAME): UP