Brian Adams

Consumer Defensive

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas5 topics

Margin1Pricing1Demand1M&A1Capital Allocation1

Question History2 questions

CAGConagra Brands1 quarter

2025 Q2

Do you think about balancing if things change in those two pieces of the outlook, how do you think about balancing further investment to drive growth? Versus maybe flowing some of that through to t...

MarginPricingDemandView in transcript →

Are there any other like, categories or businesses within the portfolio that you're looking at in terms of maybe reevaluating the fit, as part of Conagra at this point?

M&ACapital AllocationView in transcript →