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
 
Yes. So because of how we put that division together with the acquisitions, the purchase intangibles and things of that nature, if you noticed we've been guiding and driving toward an EBITDA relationship against the performance and where we see. You've noticed from the announcement we had in the July time frame and then with the Alion close in August, we've guided you on how that was going to cause a lift there.
From a RCOH perspective, we were at 4% to 5%. We dialed in from an EBITDA perspective to be in the 8% to 10% range by 2024. Both the initial guidance we gave you in the July timeframe of Alion supported that. As we sit today after the close in August, and now we've closed the quarter with Alion cranked into our financials, they're hovering on the low end of the range right now.
So that's good news because that's more than 50% of that portfolio. And I think kind of going forward, as we see those purchase intangibles get burned off in the next three,four, five years going forward, obviously, that's going to be an improvement. I would tell you that the PI is baked into the ROS, although the ROS even for this quarter at TSD is 2.6%, with $8 million of purchased intangibles. When you roll that out, it's a 5.3% ROS quarter and the EBITDA is at 7.7% right now. So that's a new term perspective and how I see it kind of evolving in the out years.

    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. I think, if you think about the ramp-up in that, just look at the demand, look at our DSO on the receivable side and what it's been historically, and we will ramp back up to those kinds of levels in our Foodservice. So that's what we anticipate, that it will just get back to kind of normal DSO levels when you get to year-end and it will carry through the receivables number.

    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
 
Okay, great. Thanks for taking the question. Keith, you mentioned that you're not seeing or hearing of any reimbursement push back, maybe looking forward a little bit, I noticed that the AMA CPT panel for September has SCS codes on the agenda to better reflect current day usage. Do you have any idea what we should be anticipating. Are there possible price cuts or reimbursement cuts ahead for SCS? Thanks.

    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
 
Yes, we're going to look at it really closely. Look, we have a history of 17 years of basically taking 1% to 2% a year. We have been at or below CPI increases forever. We don't love taking more price. We want to be a brand that sustains the test of time. Even now with these pressures, we may be taking less price than we could. However, we are going to be patient about it. So we've taken roughly 3% to 3.5%. We've done some of that in our digital channels where we've increased. We talked about this last quarter, on our third-party delivery, we have a 10% upcharge in there. So we're doing it more surgically. Should we continue to see rapid inflationary costs on any part of the P&L, we may consider taking more price earlier next year than we planned. Today, we don't have a plan on that. We got our -- sort of toward the end of October, we got our 3% to 3.5% price flowing through the system. We feel good about that. That's hitting now. And again, it's not going to offset all of the pressures we see at the moment. But for Shake Shack, we take a long view on these things, and we'll keep an eye on it closely.

    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. I guess a follow up with regard to Sinton. Can you provide any update or more details on the ramp-up schedule for the facility and when exactly, you would expect to reach full utilization of 3 million tons. Like last quarter you noted downstream line began ramp in late Q2, up in early Q3. Any update on those figures, please?

    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
 
So, as we think about spine, the only thing that we can look at is what's happened over the last several quarters. And I think what we see with spine, even as we look at our own business, is that it's not as impacted. I mean, it certainly is impacted as there's elective components of it. But it's generally more emergent as we think about spine versus some of the hip and knee business, for example. And so we haven't seen the same level of slowdown. As we think about where that lands in regards to the total market, I think as we come through the pandemic, it's just something we're going to have to continue to evaluate and once we get into a more normalized setting.

    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
 
Stuart, you want to take that?

    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
 
Yeah. I think that will start. But frankly, the wide-body is really going to be more transoceanic traffic. And my guess is that recovery is shifted more to the right and probably getting prepared for next summer. My sense is next summer is going to be very strong. It's interesting. When I look at our Asian facilities, the vaccination rate is somewhere between 90 and 100%. Our people are vaccinated, at least with one shot.
And we've been very careful in how we're operating, but we're doing quite well out there. Which leads me to believe that there is going to be a big surge in travel. People are going to want to go to Europe, to Asia. They're going to want to come here. I think wide-body time -- the spring is -- wide-body demand for parts is going to start taking off and it will be delayed just like the narrow-body was, but it's going to be there. So, I still feel good about 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
 
Sure. Let me -- I'll let Mike go into some of the details on that, but let me just mention, I think you're right, this is the second quarter. We talked about it in -- for 2020 results. Of course, we highlighted that in 2019 when we first made the change, and when it had a very positive impact on our -- some of our results there. So we want to -- we've captured it both times. But Mike, do you want to give the details 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. Maybe just on the international, I don't think we said it was sequentially down. What we said is that we saw an impact. And I think we were more referring to the impact on the growth rather than a decline. So we're still seeing strong performance internationally. But we've continued to see an impact because we're in many different countries and the impact across those countries, it varies. And again, it makes an impact to our ability to grow the business. But yes, it's not a sequential decline.

    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, good morning. I've just got a question -- a broad question. Approximately, do you have a breakdown as far as your AUM as far as how much is it -- what's the breakdown for AUM for composite and -- or small -- or large bid and small? Do you have a breakdown along those lines?

    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
 
Thanks, hi Kramer and Anthony. How are you doing?

    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's a great building. Thanks for the questions. Thank you, Todd.

    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
 
I'll address the general question. I'll let Paul address the more specific question. But I think we saw increased booking activities at the data center toward the end of the quarter, and we anticipate continued pickup in Q2. And from what we see in our forecast today, the second half is going to be quite strong in the data center. So, that's what we're gearing up for.

    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
 
No, not at all. I mean, so what's interesting is that the way I described it is for us it's broadening the aperture right. So, there are mature centers that obviously we can deliver synergies and growth into. There are health system partners that we continue to develop centers with many of which are de novo. There are true two way de novo partnerships that are part of our development pipeline and now we're adding a fourth segment that we have built some confidence in being able to ramp up. And look, importantly for us, we look at the world from the standpoint of what is the multiple on a post ramp-up in synergy basis. So if it kind of years, 2 and 3 we're generating multiples that are below 6 or whatever, that's very attractive. Brett, you may want to add to some color at all that, how you're thinking about it.

    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
 
Yes. Hey, John, it's Chris. So it's impossible for us to tell what's going on with CPG allocation of products. What we do is we work with them every day to make sure that we're securing our fair share of supply.
And given our scale and given that we're the top one, two, three customer for many of the CPGs, we get more product, right, on a straight allocation basis. So that is what the CPGs are telling us. As far as acquisition of new customers, that is an attractive selling point, in addition to since COVID hit almost 20 months ago, it stressed the supply chain. And what we have found is that, our customers are looking for alternatives in this stressed environment.
And what we found is UNFI is an attractive alternative, not only because of the product availability that you asked about, but also just the consistency and the size and the scale of the network. So that's been helpful for us to attract new customers.

    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 mean not so much from our current vantage point or our view. Guys remember, at the end of the day, we're total return investors. So if the work-from-home component started to drive value in those neighborhoods that were much further out companies might look at it. But we all know how this tends to play out. The pendulum swings one way and then it starts to swing the other. I think we've always prided ourselves on being more focused on buying infill product, higher demand factors that are driving to that ultimate experience.
And it centers around school districts and transportation corridors that go well beyond just whether you work-from-home or not. So, all of those demand factors Rich, from our current view aren't changing. We would view our approach in allocating capital as being -- as continuing to be very deliberate in where we invest capital and why. And so far, on a risk-adjusted basis, we're not seeing anything that's telling us to go further out.

    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
 
Well, I think, we had a very strong first half of the year. And again, as we mentioned the back half is a bit tougher comp, there's always challenges with COVID-19 and the variance out there, and of course, labor and so forth. But overall again, job activity has remained healthy. Recent non-residential ABI data was positive in June up I think 57% from 50%. And our July had -- we had a solid July. We don't see really anything becoming an issue. But again, in this environment, there's all those things that could pop up and be a bit spotty for 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
 
Yeah, thanks and afternoon, everyone. Two questions. First, if you could quantify, any sort of benefits that you saw from the stimulus, this go around terms of just impact to sales, any sort of direction would be helpful there. And then, secondly, just a series of broader questions related to skincare, relatively small percentage of the portfolio today.
Anything you could sort of frame as to how it can progress in terms of the mix on a go-forward basis? Could you also talk a bit about where you're sourcing consumers? Are they new to skincare? Are you sourcing share from other brands? Is it mass, masstige?  and then also just any sort of seasonality to the business that you've observed so far. And then just two other pieces, shelf space, in terms of what you have today, relative to the number of skincare SKUs so presumably that would expand as you add more incremental space, as you referenced. And then also can you just remind the margin impact for skincare versus the legacy portfolio? Thank you.

    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
 
Hey, thank you. Chris, thanks for the color on the operating margins being better than '19 by up to 150 to 200 basis points in normalized year. Obviously, that's a function of in-restaurant and out-restaurant efficiencies that you laid out. So if we could just zero in on the labor expense piece.
You only experienced about 50 basis points of deleverage in the quarter, pretty notable in the comps you reported. You spoke to this a bit in the prepared remarks, but could you just discuss any specific initiatives that were put in place that are driving this? And could you clarify, did some of those only go in place more recently, like in the back half of 2020, whether it's menu reduction initiatives or otherwise?

    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
 
So driving the big improvement was primarily in the space area. And there are a few military programs or national security programs we're on and one in particular, and it has phases. And one of the phases was changed, which generated very positively for us, which generated significant profit margins in Q3. We expect our profit margins to remain strong. And potentially continuing to increase just depending on the mix. And that's not just for Q4, Sheila, but probably for next year, the mix of business is improvement -improving. Let me tell you what I mean by that. Development programs typically bring a lower margin than the production programs or the later programs.
And so you're going -- if they are going OK, you just got OBSS, that's going to carry a lower margin. But in 2018, '19, '20, we won a number of programs in development that are now transitioning to production in the space and satellite area, in microwave and in unmanned. And so the weighting is moving more and more to the more mature programs, which is going to be a natural lift on our margins, which is also because our manufacturing facilities, including in Oklahoma, where we're building the tactical drones, we're filling them up with more products.
So for example, we're building a lot of air wolves right now. And so that's spreading the fixed overhead over a greater number of units, which is also driving profitability. So we have a few things that are working in our favor from an increased margin expansion area.

    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
 
Sure. So I think they will ultimately catch up with demand here. But I don't think it's going to have a big impact on us other than potentially just shifting the timing around of the market a bit. I would view it as a net positive for us that the new console sales, essentially, some of which probably would have happened last year, slipped into this year because of supply constraints.
And that demand is likely to be more spread through the course of this year than front-loaded. So I think, for us, it's a net positive in just kind of balancing out the demand through more of the year.

    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
 
We do. We have account managers that cover certain accounts, and they're representing and looking at the entire business. And that's how we -- so we're organized operationally around technologies, but our commercial teams are organized around channels to market, either global OEMs, national OEMs or distribution. And so it's that account management team that brings power or partner to the customers. Or if we go through our channel partners, it's our distributors that are bringing the power to Parker and bringing a comprehensive offering together.

    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
 
Initially we have an expectation of what we're going to collect. And as we gather more information from month-to-month, our forecast goes up or down generally based upon what we learn. But what we're talking about there is our past business has performed a little better than we initially thought which has made the spread seem like it is a little bit bigger.

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