Alexia Howard

Now that we've shifted to much colder weather across the US, just seeing if there's any color commentary around, quarter-to-date trends.

are there any numbers you can put around where you're at? And I assume that you're now significantly above where you were a few years ago during COVID.

there seems to be a lot of activity at the state level to introduce bans or labeling requirements on certain additives

can you comment on any recent changes in the state of the consumer and behaviors that are shifting

is the category growth being affected by some of that pullback, particularly in light of the fairly significant pullback that you saw this quarter

just about where price/mix goes from here now that we're lapping the tomato product price increase

Is there another milestone in terms of additional distribution that you can share

You mentioned bakery flour volumes. Is that something that is likely to persist?

are the ingredient list and additives coming up as concerns for some group of consumers?

are you able to say what percentage of sales are now coming from new products introduced over the last year

at what point do you start to think about actually putting plant manufacturing capacity into that region

are you able to quantify where you're at in new products as a percent of sales introduced over, say, the last 3 years

Do you have views on why the trends seem to be worse in the international markets and why they're better over here at the moment

It seems as though you were having some trouble with that earlier in the year. It seemed to be in recovery

Are you able to put any numbers around that in terms of percentage of sales from new products

How are you thinking about that as a potential impact next year? Obviously, the innovation, the marketing are obviously going to counter that

could you talk about the pace of innovation and how it stepped up over the last couple of years

When is that due to happen? And you mentioned that you expect it to be the biggest innovation ever on the brand

Can you quantify what proportion of your overall sales still have additives in them that would be on the list

Are you seeing any material impact at the moment? How are you measuring it? And what's the strategy here as that plays out over time

Can you talk about where you're at today as a percentage of sales? Where you'd like to get to over time and how quickly you could get there

Should we be thinking about that from a top line perspective, or is that related to cost

do you believe Kraft Heinz is seeing any impact from them? And what opportunities are there to meet the unmet needs of these patients

It seems as though you are taking on a bit more debt in order to repurchase shares

How are you thinking about the GLP-1 impact on these indulgent snacking categories

Are you able to put a number or an order of magnitude around that?

where do you see the revenue synergies being most significant?

Is that expected to sort of pick up through the course of 2026?

Could you talk about maybe just in broad terms what your acquisition strategy is and the magnitude of the types of deals

Walmart announced last week that I think across the whole of their private label business, they're planning to eliminate 30 additives

what do you make of the expanded list of over 40 additives that Texas is planning to require unpack labels

Is that going to be a meaningful step-up in investment? Or is it a similar level of investment next year as maybe you've seen this year?

RFK Jr. seems to be pursuing an agenda of driving out artificial additives across packaged food and probably in the restaurant sector as well

can I focus on the growth of sales in Flavor Solutions. I'm wondering if you could quantify or at least comment on how much new high -- these new high-growth customers are adding

can I ask about the pivot that you're doing in the Flavor Solutions segment into these new faster growth innovative customers? I know you started that maybe a year or two ago

If we see a number of food additives like Red No. 3 or some of the others eliminated from the generally recognized as safe designation

you commented that you had lower marketing and distribution spending this quarter, but higher selling expenses. Is that a signal of a continuation of that kind of trend

the overall pace, the proportion of sales that are coming from new products, is that where you want it to be now

you're talking about getting it down to three times by 2027. How quickly does that start coming down

Can I start with innovation and the pace of innovation? Are you able to quantify whether that's been accelerating

are you seeing any impact from, GLP-one drugs specifically? And should we be concerned that with pill versions coming out early in calendar '26

Was no mention of, potentially pursuing tariff exemptions in the mitigating activities that you're pursuing. Is there a chance

how are you tackling the question of gathering information about what the consumer needs there? You've obviously got some parts of the portfolio that play well into that segment

On Wortmann, the divestment, you've said that you expected a ten cents hit to earnings this year. Is that based on the expectation that it will close at the end of the third quarter

have you quantified how much the net savings are from the beef plant closure and the shift reduction

an update on HEPA retention and any signals that you're seeing out in the marketplace about how that's playing out

Are you seeing any impact from the delay and disruption in the SNAP benefit payouts as a result of the government shutdown

if you had to sort of prioritize the top 2 or 3 things that could go positively or negatively versus your forecast, what would those be

If that is approved and it leads to increased corn prices, but fairly a decrease in soybean meal prices, on the chicken side of the business, are you able to significantly shift the mix of feed int...

how significant the threat from New World screwworms is? I know that the border has been shut down with Mexico, but could this deter farmers from wanting to rebuild the herd

could I just dig into the free cash flow coming down a little bit from last year? What was the driver of that

are you seeing any impact of the broader deportation activity that's recently begun on worker attendance or worker availability