Derek Whitfield

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

Pricing1Demand1Competitive Dynamics1Regulation Policy1Innovation & R&D1

Question History2 questions

BGBunge Global1 quarter

2024 Q4

we've seen the spread between RBD, SBO, and crude SBO collapse to historically low levels. With the understanding that the majority of refiners are buying crude versus refined

PricingDemandCompetitive DynamicsView in transcript →

is there merit from a carbon counting perspective for canola to have a materially higher CI than SVO when you evaluate ag and processing practices?

Regulation PolicyInnovation & R&DView in transcript →