Loading…
Loading…
what factors you're kind of like seeing that could drive you to the higher end of that new guidance
are there any specific measures that you can take to kind of like maybe stop the bleeding a little too harsh
as we move into '26, maybe can you give us an update on where you stand with, like, gaining these customers back on the fulfillment, everything that you first lost on Decatur East that you now need...
can you help us reconcile a little bit the sequential decline in the third quarter for crush versus what you had in the second quarter
Monish, just real quick on those insurance gains, you said half and half to come from. So that half that's kept us that's somehow then reflected
with Decatur East coming back, as we look into this and kind of like have like an LTM run rate, kind of call it about $400 million operating income
Q1 is very tough comp and you already indicated that to be 50% down. But then in order to get to just slightly below 25 levels as your guidance indicates
How should we think about the cadence? Because clearly, about 2 months ago, you talked about more like $0.80 to $0.90 for the first quarter
I wanted to understand a little bit more why the merchandising piece has been taken down considering all the disruption in the market?
how should we think about the current conditions, right? 2025 was a lot of uncertainty with trade
how should we think about the return on investments here that $1 billion plus last year, probably another $1 billion this year
Where do we stand now with that little over $0.5 billion that you've done in terms of what your initial consideration was for the buybacks when it came to the Viterra deal?
help us understand a little bit better how you think about the opportunities, but also the risks of the larger footprint in Argentina
that seems like that was probably a little bit softer than what you initially expected for the quarter. And also, I mean, the tone for the guidance is a little weaker
as you look into the second half versus what you initially expected for the second half, has anything materially changed to the up or the downside
What do you expect from that in terms of contribution as to your, let's just assume it's still the same baseline
Is that still more likely now to happen post-transaction close, or would you continue to buy shares even ahead of it
how do those actions impact global pricing and the benefits you might have, particularly in North America? Second, you mentioned shutdowns of facilities that might not be damaged. Assuming the conf...
how should we think about, a, the market and b, some of these drivers over more EBITDA generation, the tax credits, et cetera, as we move through 2026, considering the [ $200 ] million miss on Yazo...
the blue ammonia that you're getting out of Donaldsonville, can you give us a little sense of magnitude as to the premium that you're getting here with your customers?
I just want to understand the current market conditions obviously still seem to a degree, stretched, right, with the European gas price somewhat elevated versus what maybe mid-cycle in the past was
it feels like the gas price came down, but at the same time, gross margin was actually significantly worse on a sequential basis
you saw news that the Chinese government setting an export window from May through September, for urea as it relates to the potential quota
the European Union, is considering a potential embargo actually on Russian gas. Have you seen or heard any news
What are the considerations you are putting into place as it relates to the level of capitalization or leverage
how would you see the opportunities and the likelihood of you being as well active here on potentially M&A
you called out earlier in your remarks some structural weakness in certain retail brands and categories.
where you are in terms of the journey of recovering on Planters of what you've lost in terms of where are you in shelf space, where are you on the profit side
how should we think about that venture in Brazil? Is that still part of you want to be there, or is that something you would be open to put up for sale
as you kind of come with fresh eyes, with fresh thoughts, you look at the business, what are you seeing? How do you feel about the company?
what has changed so much versus, call it, late May, early June when the last time was when you updated the market? What has driven this revision?
how would you describe the situation of having regained some of that shelf space and some of those points of distribution that you lost last year after the outage at the facility? And what is your ...
would you expect it to be, on a year-over-year basis, similar to last year? Or would you expect it to be similar to what we've seen, particularly in maybe 2Q?
What are your, like, internal assumptions of, like, these categories that already are growing
is that essentially the part where you're expecting to see the ramp-up as you need to get back into the different point of sales
help us understand what is taking it back to square one so to speak
I was just wondering about the cost you've talked about that you've taken out, and obviously, you expect some of it to come back from the losses in the third quarter with AgroGalaxy
how sustainable the performance here is and what role genetics played in most recent months
where you are in the journey of price increases of some of the food of the input cost inflation that you've been facing, particularly from beef that goes into prepared foods
the rationale behind that and, like, the management incentives on a per business level. And if there's any relationship from that into what the free cash flow change is
It looks like the finish was a little bit softer than expected. So first, what drove that with input costs, maybe poor beef pricing
Can you give us maybe your assumptions for that piece of the guidance as to the high end, the low end, that would be great
you've significantly lowered the CapEx number versus what was previous out there. But at the same time, you also brought down the free cash flow guidance. Can you help us reconcile
of these investments, are they still coming together as expected? Are you basically able to offset these costs right away
just wanted to understand a little bit better what you're seeing in terms of supply of cattle and the cost of that into your operations and how you think about the earlier signs maybe as to some of...
what have you done different and actually executed on to start to see the fruits and the benefits of all these investments that you had in years past to drive international
what are your first take -- what is your first take as to the report and what -- how you think the conditions are for heifer retention potentially happening
could you help us maybe understand on a per segment basis the four major segments as we think about it
what are potential upside scenarios that would take you even beyond the current chicken outlook of call it maybe 1.2 billion at the higher end
help us unpack a little bit the puts and takes within your outlook for '25 and maybe in a little bit more detail what gives you confidence of growth into next year