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Analyst
Jakob Cakarnis
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 1 company
AMCRAmcor5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
how far do you think we are away from that value proposition model
Show response
PK said the swung-in value-creation model still holds and the company is well on its way, with 2027 the year the bulk of synergies land and integration actions complete, supporting earnings capacity and cash generation alongside a committed dividend and investment-grade balance sheet.
Calendar 2025 Q4
Can you just give us outside of volumes and market performance some of the initiatives you're enacting through the fourth quarter that give you confidence around that guidance, please?
Show response
Steve outlined three H2 drivers: ~$100M seasonal EBIT improvement, ~$100M incremental synergy growth, and ~$50M non-core business improvement (from 3% to 7-8% EBIT margins). Q4 specifically benefits from synergy acceleration, non-core improvement, and favorable YoY comp on NA Beverage.
Calendar 2025 Q2
There's an adjustment to the statutory to adjusted EBIT. It says it's an inventory step-up amortization
Show response
Michael confirmed the $133M is standard PPA bringing Berry inventory to market value for 2 months. Fully complete with no FY2026 impact. Opening balance sheet estimates may be updated within first 12 months per standard accounting.
Calendar 2025 Q1
is the priority a harmonization of those supplier terms?
Show response
PK emphasized speed of synergy capture from day one across price, terms, and all levers. Michael contextualized: $13B combined spend, $10B raw materials, targeting ~2.5-3% capture or ~1% per year.
Calendar 2024 Q4
what's the exposure like to healthcare overall post-merger?
Show response
PK highlighted $3B combined healthcare business with complementary Berry offerings like multi-component delivery devices and inhalers. Destocking now over, expects return to 3-4% historical growth rates.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| AMCR Amcor | 5 | 0%none of 5 questions |
- AMCRAmcor · 5 questions0%none of 5 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- M&A4
- Guidance Reliability2
- Capital Allocation1
- Cost Pressure1
- Demand1