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Analyst
John Baumgartner
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 5).
- Questions
- 9on tracked calls
- Challenge rate
- 22%2 of 9 questionsLimited sample
- Companies
- 4questioned 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 9 of 9 questions from 4 companies
HSYHershey Company (The)3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2026 Q1
is the plan here to essentially sort of outpace and out texture or competitors in the mass market
Show response
Kirk outlined three-brand premium strategy: Brookside, Cadbury, and elevated Hershey. Premium is about 5% of total category with strong growth. Targeting Gen Z consumers specifically.
Calendar 2025 Q3
how promo/merch has evolved given the rise of smaller brands, healthy snacks, non-CMG categories
Show response
Kirk noted evolving merchandising landscape with new retailer solutions, loyalty programs, and personalization tools. Passionate about playing growth driver role inside C-store.
Calendar 2024 Q4
volume was down about 5%. And that was a little bit worse than 2023, even though pricing in 2024 was about half the magnitude
Show response
Michele identified multiple factors: sweets mix shift, channel evolution away from measured channels, convenience store pressure, and continued health/wellness trend. Not primarily GLP-1.
KHCKraft Heinz3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2025 Q4
how you connect with how you stand out to retailers on merits other than just maybe scale and trade promotion, are the soft skills, those consumer-facing skills
Show response
CEO identified need to bolster commercial headcount, invest in technology including AI, and drive greater household penetration. Emphasized customer reception to reinvestment plan would be very welcome news given importance of KHC brands in their categories.
Calendar 2025 Q3
I'm curious what you're finding that's working differently in the areas where the lips are stronger. Is there a distinction there
Show response
CFO confirmed higher-frequency promotions outperform deep discounts. Lifts declining YoY due to industry-wide promotional intensity. Testing cross-merchandising, bundling, e-commerce events, and spreading investment more evenly across the year for 2026.
Calendar 2024 Q4
are you getting the sense that maybe your consumers have become a bit more accustomed or trained to buy on deals
Show response
CFO acknowledged lift dynamics have changed and pivoted to product renovation driving base volume recovery rather than directly addressing trained-deal-seeking behavior.
GISGeneral Mills2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
are you finding that you need to embed some wiggle room for larger promo to cater to that shopping dynamic?
Show response
CEO explained increased on-promo buying is consumer-driven not company-driven; promo frequency and depth remain similar to last year with Dana characterizing the promo environment as quite rational.
Calendar 2025 Q1
How do you assess, Jeff, the willingness and ability for consumers to pay up for healthier ingredients and better quality?
Show response
CEO emphasized value is about narrowing price gaps, not matching private label, while continuing to invest in functional benefits like protein.
MDLZMondelez International1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
elaborate a little bit on the supply chain program in North America biscuits that was touched on at CAGNY
Show response
Luca detailed plans to bring co-manufactured volumes in-house, invest in packaging flexibility for club channels, and automate DSD branches with AI fulfillment centers.
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 |
|---|---|---|
| HSY Hershey Company (The) | 3 | 33%1 of 3 questions |
| KHC Kraft Heinz | 3 | 33%1 of 3 questions |
| GIS General Mills | 2 | —Rate withheld: fewer than 3 questions |
| MDLZ Mondelez International | 1 | —Rate withheld: fewer than 3 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 | 2 | 100%2 of 2 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
- 2024 Q42 questions · challenge rate 100% (2 of 2 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Competitive Dynamics5
- Pricing4
- Innovation & R&D2
- Macroeconomic1
- Product Launch1
- Supply Chain1
- Capex Investment1