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
 
Hi. Good morning. Thanks, management, for taking my questions. I have two questions.
My first question is about our KA business under Dada Now. The business momentum is very strong. I just want to get a sense about how we should ambition the growth momentum as we enter into 2022. And also, how we should think about the competition in this segment, as well as the investment that we are going to be made in this KA segment? And my second question is on JDDJ.
Can management comment about the category mix in Q3 and also the average order value? On the other hand, with regard to the -- our strong online marketing revenue growth, given that it is about 3% right now, how we should think about the takeaway for online marketing in future? Thank you.

    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, we -- I don't think we did say it, but we talked about it before, it's in that 15% range. It depends how you look at it, whether you're talking about volume versus contracts and so forth. But it's creeping toward that 15% range. We think there's a lot of upside to that number. So as we mentioned, we're in the early innings there. And on the Rent-A-Center side, with a 50% growth, we're almost 25% of the business. On the Acima side, we're almost at the 15% and a lot of upside in both the businesses from an e-com standpoint.

    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
 
Well, we actually have relationships across all of our markets as well as new markets, but as I've said in the past, we really are focused on in-market transactions. They provide greater synergies and they give us more market dominance in the markets we're in. So the one we're working on right now is Midwest and the other one that I was talking about or other two would be out West.

    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 guess first question around kind of the ethane markets. And specifically, we've got -- for ethane demand, we've got about 280,000 barrels a day of cracker capacity that's set to come online over the next year and a half or so. So that's going to be a sizable pull on ethane volumes here in the U.S. So I guess maybe if you could kind of talk to how you think -- or kind of where those volumes, those ethane volumes come from, do you think it's kind of more underlying NGL growth? Or do you think it's more so less ethane rejection? Or do you think there's any risk that you actually export less ethane volumes as these crackers come online?

    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
 
Yeah, Brian. Just between you and I, I'm actually pretty positive on the Anadarko Basin. I have been for quite a while. I think it's underappreciated, generally speaking.
But it's a pretty tough hill to climb to compete in our investment portfolio. So I think the team there is taking exactly the right approach. We've entered this joint venture. We've got some promoted money.
It allows the investments to compete, feel really good about the investments that we're making. And then meanwhile, we're doing exactly what you're asking about is we're getting a modern look at today's well cost, today's completion designs and the well results that we're generating. So still pretty early days on the well results, but I'm very encouraged. The Miller pad is the one we're bringing on this quarter.
That's the first one that we've drilled this year, bringing on -- that's really exciting. Looking forward to those opportunities, both Woodford and Meramec opportunities. But I can tell you this, the well costs are phenomenal. Really excited about that.
And as you know, $1 saved on well cost is a direct dollar to present value. So it's a holistic look and we look forward to seeing more from that team.

    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 will say much like there is no real meaningful difference right in line with where it has been historically. One of the -- you know, again, one of the things that is shining about the industry as it has often done in varying cycles, our customer base is extremely solid right now. We have historically low receivables, we have historically low write-offs. So we aren't seeing -- we aren't seeing any -- actually seeing a positive change much like we did during the recession. And I think it goes to the fact that we are again a need-based product for folks who are in transition and they value what they have placed in our care and they have been paying us on time. The downside to that unfortunately for us is we have less and less folks paying late and as a result, as you can see in the disclosure, the other income is flattish, which is largely due to lower late fees than we would have experienced in the past.

    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
 
Yeah. So we'll definitely provide some better clarity. I think it obviously has to do with the timing of the approvals and the launches. So until we have those, we're not going to add anything on top of it right now, Maury, but once we have an approval, we'll provide some better clarity on expectations.

    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
 
Yeah, thanks for that question, Greg. Just, yeah, obviously we weren't clear about that. What we mean is that we are not expecting a big rush of on-market RFPs that we've seen triggered by supply shocks in the past, for example. That is not to say we don't expect our pipeline discussions to continue. We do expect them to continue, we do expect them to be quite robust, but we're just saying that on-market piece where you see an RFP once every couple of weeks and more focused on kind of the near-term, that's the part that -- our expectation at least for the first half of the year is we're not going to see a big push on those.
Now, of course, that comment is absent of, a further unplanned supply disruption for example or a demand shock. Somebody steps into the market in a big way, whether it be India or whether it be China, that's just not anticipated at the moment, that could change the game completely. But as it stands right now, we're really talking about the on-market piece, not our pipeline.

    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 a phenomenal first year for the company, approximately $190 million in revenue in 2021, growing to approximately $220 million in 2022, well ahead of synergy Board plans, great execution globally. We won our first transmission/distribution project in Europe with a very large customer in the Netherlands and Northern Germany. We won our first transmission/distribution project in Australia, in Tasmania, again planting critical flags. And we're significantly engaged with the large power producers and transmission companies in the United States.
So realizing the synergies and great growth and profitability. So I feel really good about the acquisition. And as it goes into AspenTech, it goes in with lots of momentum into the business.

    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 can hear you now, Ken. We missed the beginning.

    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
 
Hi, thanks. Just a question on just the catastrophe losses this quarter. And I guess I just wanted to clarify, would you have had a full retention loss if we take out the impact from the runoff of the discontinued 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
 
Yes that's exactly right. The $0.03 is an annualized numbers for the rest of the year. It's about $0.015 maybe a little bit better of benefit and the rest of the benefit comes from the increase in the same-store NOI that you called out you got it exactly right.

    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
 
No, what I would say is we've been clear on this, I think with any M&A, it's always going to be about, is it strategically relevant? Does it deliver shareholder value? And do we think we have the capability and capacity to deal with it? And I think we're going to look at anything in that framework.

    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
 
You bet, Vilas.

    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 thought I'd just change gears here because most of my questions have been asked. And I know you changed leaders where you expanded leadership in the international group last year. So maybe there's -- is there any developments there that we should know about?

    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, that's correct. Our capacity guide because what we've tried to do when we set this up, costs are always certain. Revenues is not so much. So we've set this up so that we've got a very solid handle on our costs with a good level of capacity because there is room for growth on the yield front and the load factors.
And so that's where we're going to be for the third quarter in that range that I shared.

    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 Dan and I will tag-team on this. Yeah. So we're investing this year not necessarily at the rate that we are growing our revenue line. But enough investment on the lab expansion, training equipment, all the stuff Dan describes that that'll keep us at we believe a stable gross margin through 2021.
We given -- we're at 82 and we think we'll get a point or two-step up out of our contract manufacturer as we move them out of there. Your sort of 84, 85 number is not out of the realm of possibility. Dan.

    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 really fair question. But the AtriClip and LARIAT are actually very different devices. They're both put on epicardially, but they're actually very different in terms of both the closure mechanism. I mean the AtriClip is put on during cardiac surgery, so it's obviously a much larger device. The closure rates are near 100% at complete closure on it. And so it's a different device than the LARIAT from that standpoint.
Again, the LARIAT is a wonderful device. It just didn't get to the same net benefit on the Afib reduction. That doesn't -- I'm not suggesting that it didn't have good closure or anything like that. It just didn't get to the same benefit on the Afib reduction from that standpoint. But I will say that AtriClip is an excellent device. It's proven to actually -- we've actually tested it out, and we're seeing great benefit with that device. And so I don't see any collateral damage in any way.

    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
 
We have. So we focused most of our industrial rebrand at -- we put it out publicly a week or two ago and we focused on it first internally to our customers and our partners. In the next quarter, we'll go out externally and we can share some of the feedback, but so far the feedback has been quite positive. I would say it's not as much about the optical rebrand, but it's also sort of what does that brand mean to our customers? What does that brand promise? What are we looking to achieve? PAR means a lot of things to a lot of people, that's not the rest of your success.
We sort of need to sort of say, this is what PAR stands for and help drive that change and so a lot of work is going into getting that out there. So I would expect us to -- expect for you to see a lot of stuff coming out in Q2, the month of the quarter of Q2 externally. That helps kind of lay out what does that brand promise mean, what do our customers think on it. But so far, it's been really positive and we also engaged our partners, suppliers or employees, and made it a little bit more of a collective endeavor.

    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 we're not prepared to give specifics on that front. But as we have mentioned before, Jason, the company is in continuous dialogue with folks across the spectrum of the industry, right, KOLs, providers, payers and the like, as part of the work we're doing to make sure that we're prepared for a launch of DefenCath, once it's approved.

    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
 
Well, no, it's a good question, John, and we're not offended by it. In fact, it's the million-dollar question that we're trying to answer every day. What I would say is, if we do a bottoms-up forecast based purely on IHS Markit, our estimates for the second half would be much higher. We reduced those based on the change in demand that we're seeing from our customers. So, we got a pretty good quarter. I mean, I don't say pretty good quarter, pretty good information in the quarter at least to give us some indication of how much volatility and likely order changes.
So, what we are also comparing that against is, what are we hearing from our suppliers on the silicon side in terms of what can they hit in the second half versus the constraints they had in the first half. And so, we do see some lightening. That also includes a tremendous amount of work that our team has done here to change product concepts and designs to make sure we're getting out of more constrained components and into others. So in the background of all of this, we've been doing a tremendous amount of work on redesigning circuit boards, relaying out designing around components that have more availability.
These are all very quick turn engineering projects, expedited testing procedures and then obviously coordinating with OEMs on approval for all that. So it's not just that we're sitting and waiting for supply to get better. We're also actively redesigning products to try to get out of those constrained areas as much as possible. And that's what gives us a little more confidence in the second half than what we had in Q2.

    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
 
Brian, I think we don't usually include any of the transmission investments in that IRP. Those are generally will come out of the MISO plan. And right now, we're just going to wait until we file it in September, such that our regulators get the first review of the plan and what's in it. And we are still finalizing that. So it's a little early to bring those 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
 
Sure, Umer. On the question regarding the retail, the correct that it did go from 25 to 45. Two things in play there. One, the outperformance we had from underlying demand in dispensing in Q4 led to retailers continuing to need more of our product to meet the underlying demand that we're seeing in both brick-and-mortar locations as well as online. And then the other is the $10 million pull forward that we discussed earlier in the call regarding a big retail Bayer as part of negotiations going into 2021. So all a good news that there is a continued underlying demand for these OTC products and that we're getting on the more cells and more locations across the US. And then with respect to the net leverage. Yes, as we know, we've underperformed in 2020 relative to what our expectations were at the time we announced the Bayer transaction in August of 2019. The result of that is it's going to take us longer to be able to pay down our debt and deliver on that 3 times net leverage. It's now 2023.

    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, Robby. I'll start off. I'm sure Navdeep will weigh in. But on the supply chain, we have developed a really amazing muscle across our supply chain organization, both in terms of how we work with our brand partners to really expedite getting product in and with our manufacturing of our vertical brands. So, we have become, honestly, very creative in terms of how we bring product in and we are doing -- we are prioritizing product over costs. And we've got that all baked in to our guidance, but we want to make sure we keep that flow of product coming. And that's why we're up 7.3% in inventory going into this quarter.
In terms of where we're taking price increases, I wanted to mention a couple of things. We are gaining share and also our sales mix. We're gaining share across the board in all of our key categories of footwear, apparel, team sports and golf, and footwear in particular is really, really strong. And we're very excited about that. When we look at our comp numbers for this quarter at 12.2%, 8.5% of that increase was due to an increase in transactions. So, two-thirds of our comp was coming from additional transactions, either in our stores or on our eCommerce site. So emplacing [Phonetic] was a very minimal part of the story. The remaining 3.7% of our comp came from some reduction in promotions and we did pass along some select cost increases in our hardlines categories, but overall inflation was not the big driver of our comps this quarter.

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