transcripts · PRIMARY EVIDENCE
Q2 quarterly business review
transcripts/22_2026-06-16_q2-business-review.txt
Read the source in context.
Thread dates and speakers remain part of the record. A removed line is no longer available in this workspace.
1*** SYNTHETIC DATA. This transcript is entirely fictional. Acme Org, Meridian
2*** Consulting and every person named are invented. Any resemblance to a real
3*** organisation or individual is coincidental. Generated for the RELEX challenge
4*** track, AaltoAI Hackathon 2026.
6Meeting: Q2 quarterly business review
7Customer: Acme Org (Grocery Retail, EMEA)
8Date: 2026-06-16
9Phase: Live-Services
10Attendees: Marco Rossi (RELEX), Ana Duarte (RELEX), Nadia Haddad (RELEX), Lena Fischer (Acme), Robert Kahn (Acme CFO), Sofia Almeida (Acme)
12Marco Rossi
130:070:07
14MR
15Marco Rossi 7 seconds
16Third formal QBR. Robert, you said you would come to the ones that matter.
17Robert Kahn
180:140:14
19RK
20Robert Kahn 14 seconds
21This one matters. and...
22Marco Rossi
230:170:17
24MR
25Marco Rossi 17 seconds
26Okay, yeah.
27Robert Kahn
280:190:19
29RK
30Robert Kahn 19 seconds
31fresh.
32Ana Duarte
330:230:23
34AD
35Ana Duarte 23 seconds
36Numbers first. Six months live on the twenty-five store. Fresh waste has
37Ana Duarte 32 seconds
38moved from four point one percent to three,
39Ana Duarte 37 seconds
40point two.
41Marco Rossi
420:410:41
43MR
44Marco Rossi 41 seconds
45Okay.
46Robert Kahn
470:430:43
48RK
49Robert Kahn 43 seconds
50But, three
51Marco Rossi
520:480:48
53MR
54Marco Rossi 48 seconds
55Yeah.
56Robert Kahn
570:510:51
58RK
59Robert Kahn 51 seconds
60point two. The target is into the...
61Ana Duarte
620:550:55
63AD
64Ana Duarte 55 seconds
65The target
66Ana Duarte 1 minute 2 seconds
67is two point eight.
68Robert Kahn
691:051:05
70RK
71Robert Kahn 1 minute 5 seconds
72So we
73Sofia Almeida
741:101:10
75SA
76Sofia Almeida 1 minute 10 seconds
77Fair enough.
78Robert Kahn
791:111:11
80RK
81Robert Kahn 1 minute 11 seconds
82are not there.
83Marco Rossi
841:161:16
85MR
86Marco Rossi 1 minute 16 seconds
87Right.
88Ana Duarte
891:191:19
90AD
91Ana Duarte 1 minute 19 seconds
92Right, so...
93Ana Duarte 1 minute 25 seconds
94We are not there. About two thirds of the gap is closed.
95Robert Kahn
961:331:33
97RK
98Robert Kahn 1 minute 33 seconds
99kind of like In tonnes?
100Ana Duarte
1011:361:36
102AD
103Ana Duarte 1 minute 36 seconds
104Roughly two hundred and forty tonnes avoided over six months
105Ana Duarte 1 minute 41 seconds
106on the cohort, and about six hundred
107Ana Duarte 1 minute 48 seconds
108tonnes of CO2 equivalent on your own published factors.
109Robert Kahn
1101:571:57
111RK
112Robert Kahn 1 minute 57 seconds
113And if I scale that to the estate?
114Marco Rossi
1152:032:03
116MR
117Marco Rossi 2 minutes 3 seconds
118Mm.
119Ana Duarte
1202:072:07
121AD
122Ana Duarte 2 minutes 7 seconds
123I would
124Ana Duarte 2 minutes 12 seconds
125rather you did not, and I,
126Lena Fischer
1272:192:19
128LF
129Lena Fischer 2 minutes 19 seconds
130Exactly.
131Ana Duarte
1322:202:20
133AD
134Ana Duarte 2 minutes 20 seconds
135have said
136Ana Duarte 2 minutes 25 seconds
137so every time we have reported this. The cohort is twenty-five of three three
138Robert Kahn
1392:362:36
140RK
141Robert Kahn 2 minutes 36 seconds
142Mm-hm.
143Ana Duarte
1442:402:40
145AD
146Ana Duarte 2 minutes 40 seconds
147hundred and forty stores and it is not a
148Ana Duarte 2 minutes 47 seconds
149random twenty-five.
150Sofia Almeida
1512:542:54
152SA
153Sofia Almeida 2 minutes 54 seconds
154Sure.
155Robert Kahn
1562:582:58
157RK
158Robert Kahn 2 minutes 58 seconds
159Then when can I scale it?
160Ana Duarte
1613:023:02
162AD
163Ana Duarte 3 minutes 2 seconds
164Yeah, yeah.
165Ana Duarte
1663:053:05
167AD
168Ana Duarte 3 minutes 5 seconds
169When it is chain wide, which is not scoped yet.
170Sofia Almeida
1713:143:14
172SA
173Sofia Almeida 3 minutes 14 seconds
174Okay.
175Robert Kahn
1763:153:15
177RK
178Robert Kahn 3 minutes 15 seconds
179Right. And the twelve month question,
180Marco Rossi
1813:223:22
182MR
183Marco Rossi 3 minutes 22 seconds
184Mm.
185Robert Kahn
1863:253:25
187RK
188Robert Kahn 3 minutes 25 seconds
189which I have asked since March 2024. Did we get
190Robert Kahn 3 minutes 33 seconds
191return on investment inside twelve months of signature?
192Marco Rossi
1933:373:37
194MR
195Marco Rossi 3 minutes 37 seconds
196Signature was July 2024, so the twelve. Fresh went live in December 2025.
197Robert Kahn
1983:463:46
199RK
200Robert Kahn 3 minutes 46 seconds
201So the answer is no.
202Marco Rossi
2033:513:51
204MR
205Marco Rossi 3 minutes 51 seconds
206On that reading, no.
207Robert Kahn
2083:553:55
209RK
210Robert Kahn 3 minutes 55 seconds
211Is there another reading?
212Ana Duarte
2134:024:02
214AD
215Ana Duarte 4 minutes 2 seconds
216Yeah.
217Marco Rossi
2184:034:03
219MR
220Marco Rossi 4 minutes 3 seconds
221There is a reading where the,
222Marco Rossi 4 minutes 10 seconds
223clock starts at fresh go-live, which puts us in
224Ana Duarte
2254:164:16
226AD
227Ana Duarte 4 minutes 16 seconds
228Mm, okay.
229Marco Rossi
2304:204:20
231MR
232Marco Rossi 4 minutes 20 seconds
233December 2026. I do not think about the...
234Ana Duarte
2354:274:27
236AD
237Ana Duarte 4 minutes 27 seconds
238Mm-hm.
239Marco Rossi
2404:284:28
241MR
242Marco Rossi 4 minutes 28 seconds
243to and I am not going to to argue
244Lena Fischer
2454:354:35
246LF
247Lena Fischer 4 minutes 35 seconds
248Mm.
249Marco Rossi
2504:374:37
251MR
252Marco Rossi 4 minutes 37 seconds
253for it.
254Ana Duarte
2554:414:41
256AD
257Ana Duarte 4 minutes 41 seconds
258Yeah, yeah.
259Robert Kahn
2604:424:42
261RK
262Robert Kahn 4 minutes 42 seconds
263So, i
264Lena Fischer
2654:494:49
266LF
267Lena Fischer 4 minutes 49 seconds
268Yes.
269Robert Kahn
2704:524:52
271RK
272Robert Kahn 4 minutes 52 seconds
273appreciate that. I have been in
274Sofia Almeida
2754:594:59
276SA
277Sofia Almeida 4 minutes 59 seconds
278Okay, yeah.
279Robert Kahn
2805:035:03
281RK
282Robert Kahn 5 minutes 3 seconds
283rooms where
284Robert Kahn 5 minutes 7 seconds
285somebody argued for it.
286Lena Fischer
2875:105:10
288LF
289Lena Fischer 5 minutes 10 seconds
290You're on mute.
291Lena Fischer 5 minutes 14 seconds
292Robert, can I say the part that is not in,
293Lena Fischer 5 minutes 23 seconds
294the numbers.
295Robert Kahn
2965:305:30
297RK
298Robert Kahn 5 minutes 30 seconds
299Got it.
300Robert Kahn
3015:325:32
302RK
303Robert Kahn 5 minutes 32 seconds
304Go on.
305Lena Fischer
3065:355:35
307LF
308Lena Fischer 5 minutes 35 seconds
309My planners trust the system now. In March last year two stores went back to spreadsheets,
310Lena Fischer 5 minutes 45 seconds
311and it took four months to get them off them. Nobody
312Lena Fischer 5 minutes 52 seconds
313is on a spreadsheet now except Sofia, so and Sofia is on one because we,
314Lena Fischer 5 minutes 59 seconds
315never solved her data problem, not because she does not and the...
316Robert Kahn
3176:076:07
318RK
319Robert Kahn 6 minutes 7 seconds
320Mm, okay.
321Sofia Almeida
3226:096:09
323SA
324Sofia Almeida 6 minutes 9 seconds
325That is...
326Ana Duarte
3276:136:13
328AD
329Ana Duarte 6 minutes 13 seconds
330Right.
331Sofia Almeida
3326:176:17
333SA
334Sofia Almeida 6 minutes 17 seconds
335accurate.
336Robert Kahn
3376:216:21
338RK
339Robert Kahn 6 minutes 21 seconds
340kind of like Sofia, yeah how much of your week is manual?
341Sofia Almeida
3426:276:27
343SA
344Sofia Almeida 6 minutes 27 seconds
345But, on the slow
346Lena Fischer
3476:306:30
348LF
349Lena Fischer 6 minutes 30 seconds
350Right.
351Sofia Almeida
3526:346:34
353SA
354Sofia Almeida 6 minutes 34 seconds
355moving fresh lines, about a day and a half.
356Robert Kahn
3576:436:43
358RK
359Robert Kahn 6 minutes 43 seconds
360Out of five.
361Sofia Almeida
3626:466:46
363SA
364Sofia Almeida 6 minutes 46 seconds
365Out of five.
366Lena Fischer
3676:536:53
368LF
369Lena Fischer 6 minutes 53 seconds
370Okay.
371Robert Kahn
3726:576:57
373RK
374Robert Kahn 6 minutes 57 seconds
375know And the reason from the...
376Sofia Almeida
3777:027:02
378SA
379Sofia Almeida 7 minutes 2 seconds
380The reason is a data field that lives in the warehouse
381Sofia Almeida 7 minutes 10 seconds
382Hmm.
383Sofia Almeida 7 minutes 14 seconds
384system, which we first asked about April 2024.
385Marco Rossi
3867:197:19
387MR
388Marco Rossi 7 minutes 19 seconds
389Yeah, yeah.
390Robert Kahn
3917:227:22
392RK
393Robert Kahn 7 minutes 22 seconds
394Priya knows?
395Lena Fischer
3967:287:28
397LF
398Lena Fischer 7 minutes 28 seconds
399Priya has asked. It a different team.
400Robert Kahn
4017:367:36
402RK
403Robert Kahn 7 minutes 36 seconds
404So...
405Robert Kahn 7 minutes 41 seconds
406Then I will ask. Send me when the...
407Lena Fischer
4087:457:45
409LF
410Lena Fischer 7 minutes 45 seconds
411Mm-hm.
412Sofia Almeida
4137:467:46
414SA
415Sofia Almeida 7 minutes 46 seconds
416Thank you.
417Marco Rossi
4187:507:50
419MR
420Marco Rossi 7 minutes 50 seconds
421On next steps there are two conversations. Chain wide
422Marco Rossi 7 minutes 58 seconds
423rollout for the three fresh categories, and bakery, where the...
424Marco Rossi 8 minutes 7 seconds
425in in build with Meridian.
426Robert Kahn
4278:128:12
428RK
429Robert Kahn 8 minutes 12 seconds
430What does chain wide cost?
431Sofia Almeida
4328:168:16
433SA
434Sofia Almeida 8 minutes 16 seconds
435Exactly.
436Marco Rossi
4378:178:17
438MR
439Marco Rossi 8 minutes 17 seconds
440I will come back.
441Robert Kahn
4428:238:23
443RK
444Robert Kahn 8 minutes 23 seconds
445Do that. And put two point eight after the...
446Ana Duarte
4478:308:30
448AD
449Ana Duarte 8 minutes 30 seconds
450Okay.
451Robert Kahn
4528:318:31
453RK
454Robert Kahn 8 minutes 31 seconds
455three point two.
456Marco Rossi
4578:358:35
458MR
459Marco Rossi 8 minutes 35 seconds
460Of course.
461Marco Rossi
4628:368:36
463MR
464Marco Rossi 8 minutes 36 seconds
465Understood.
466Ana Duarte
4678:398:39
468AD
469Ana Duarte 8 minutes 39 seconds
470One item,
471Marco Rossi
4728:468:46
473MR
474Marco Rossi 8 minutes 46 seconds
475Agreed.
476Ana Duarte
4778:488:48
478AD
479Ana Duarte 8 minutes 48 seconds
480So as you can see...
481Ana Duarte 8 minutes 55 seconds
482to close from the last review. Sofia raised a request in November to have a personal,
483Ana Duarte 9 minutes 5 seconds
484detail removed from our documentation. Marco.
485Marco Rossi
4869:099:09
487MR
488Marco Rossi 9 minutes 9 seconds
489Yeah.
490Marco Rossi
4919:129:12
492MR
493Marco Rossi 9 minutes 12 seconds
494Still not fully closed. Three of four locations done. The fourth...
495Ana Duarte
4969:189:18
497AD
498Ana Duarte 9 minutes 18 seconds
499Okay, yeah.
500Marco Rossi
5019:209:20
502MR
503Marco Rossi 9 minutes 20 seconds
504is a document version.
505Sofia Almeida
5069:279:27
507SA
508Sofia Almeida 9 minutes 27 seconds
509If you look at this column.
510Sofia Almeida 9 minutes 33 seconds
511It is
512Ana Duarte
5139:409:40
514AD
515Ana Duarte 9 minutes 40 seconds
516Yes.
517Sofia Almeida
5189:419:41
519SA
520Sofia Almeida 9 minutes 41 seconds
521seven months.
522Marco Rossi
5239:479:47
524MR
525Marco Rossi 9 minutes 47 seconds
526It is seven months and I,
527Marco Rossi 9 minutes 53 seconds
528do not
529Marco Rossi 9 minutes 58 seconds
530Can you hear me?
531Marco Rossi 10 minutes
532have a better answer than that.
533Robert Kahn
53410:0610:06
535RK
536Robert Kahn 10 minutes 6 seconds
537Sure.
538Robert Kahn
53910:0910:09
540RK
541Robert Kahn 10 minutes 9 seconds
542Katarina knows?
543Marco Rossi
54410:1410:14
545MR
546Marco Rossi 10 minutes 14 seconds
547Yeah.
548Marco Rossi
54910:1610:16
550MR
551Marco Rossi 10 minutes 16 seconds
552Katarina has it as an open action.
553Sofia Almeida
55410:2110:21
555SA
556Sofia Almeida 10 minutes 21 seconds
557Yeah.
558Robert Kahn
55910:2410:24
560RK
561Robert Kahn 10 minutes 24 seconds
562Then close it.
563Sofia Almeida
56410:3010:30
565SA
566Sofia Almeida 10 minutes 30 seconds
567Yes.
568Nadia Haddad
56910:3410:34
570NH
571Nadia Haddad 10 minutes 34 seconds
572Before we close. Sofia asked me something in April and I have only just done it.
573Nadia Haddad 10 minutes 41 seconds
574I put the extract totals next to the till numbers for January to March.
575Lena Fischer
57610:4810:48
577LF
578Lena Fischer 10 minutes 48 seconds
579And?
580Nadia Haddad
58110:5110:51
582NH
583Nadia Haddad 10 minutes 51 seconds
584They do not reconcile. The extract is lower.
585Robert Kahn
58610:5710:57
587RK
588Robert Kahn 10 minutes 57 seconds
589Lower by how much?
590Nadia Haddad
59111:0211:02
592NH
593Nadia Haddad 11 minutes 2 seconds
594I am not going to give you a number in this meeting because I have had it for
595Nadia Haddad 11 minutes 8 seconds
596two days and I do not trust it yet. It is not a rounding difference.
597Ana Duarte
59811:1611:16
599AD
600Ana Duarte 11 minutes 16 seconds
601The weeklies said the extract completed.
602Nadia Haddad
60311:2111:21
604NH
605Nadia Haddad 11 minutes 21 seconds
606They did. It did.
607Nadia Haddad 11 minutes 24 seconds
608The job ran and the file landed every night. That is what completed means in
609Nadia Haddad 11 minutes 31 seconds
610that line. Nobody has ever checked what was in it.
611Lena Fischer
61211:3911:39
613LF
614Lena Fischer 11 minutes 39 seconds
615So the three point four.
616Nadia Haddad
61711:4211:42
618NH
619Nadia Haddad 11 minutes 42 seconds
620Is derived off those totals, yes.
621Robert Kahn
62211:4711:47
623RK
624Robert Kahn 11 minutes 47 seconds
625I took three point four to the board in April.
626Lena Fischer
62711:5211:52
628LF
629Lena Fischer 11 minutes 52 seconds
630We both did.
631Robert Kahn
63211:5511:55
633RK
634Robert Kahn 11 minutes 55 seconds
635Then I would like to know whether I was wrong, and I would like to know it
636Robert Kahn 12 minutes 1 second
637before the next one, not after.
638Nadia Haddad
63912:0612:06
640NH
641Nadia Haddad 12 minutes 6 seconds
642Understood. I do not have a cause yet.
643Marco Rossi
64412:1112:11
645MR
646Marco Rossi 12 minutes 11 seconds
647We will come back on it.
648Robert Kahn
64912:1412:14
650RK
651Robert Kahn 12 minutes 14 seconds
652When?
653Marco Rossi
65412:1612:16
655MR
656Marco Rossi 12 minutes 16 seconds
657Mm.