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What's the level of confidence on the building blocks that Brown-Forman can get back to growth?
is there an opportunity to accelerate the pace? How do you think about investment levels from a portfolio approach, particularly when you look at the U.S. and developed markets
just in terms of the amount of supply that's out there in U.S. whiskey, coupled with the fact that demand is slowing, which is now reflected in your outlook. And the worry among the investment comm...
how do you assess the portfolio today relative to, say, like the global financial crisis
Do you see this evolution as a favorable development for big brands in your portfolio specifically?
what do you have embedded in the back half of the year for promotion levels, particularly for household
how you balance the timeliness to get something done and naturally getting the best value you can for it
Any potential areas where you think your background can potentially enhance the way Church is doing things
Is this pencils down for the year, given it's an annual review process? Or would you consider further divestitures in the future?
your updated thoughts on the attractiveness of that subsegment within pet food and whether Hill's will play a role
How much of this you believe is cyclical versus how much you believe maybe are Colgate-specific challenges
how much of a priority is restoring some of the North America profit margins where we've seen a considerable amount of erosion
speak broadly to the sources of the tariff exposure, China imports, recyclable tariffs, retaliatory tariffs
you guys have done an outstanding job here over the past couple of years of increasing A&M levels
You be willing to take price investments off the table for your categories?
on run rate EPS, how we should still be thinking about that, but then sort of relative to adequacy of investment levels.
I think the target is to get to 18% with some of the benefits the ERP is going to afford you.
How are you -- how is the Board kind of thinking about M&A at this environment? Does it change it? Does it potentially elevate importance of the opportunity of M&A?
How do we get back to the 3% to 5% and over what time frame? And I ask that in the context of a relatively fatigued consumer.
anything from a capital structure perspective, uses of cash, buyback, et cetera, would love to get your thoughts there
can you just remind us what portion of the business, this is sort of a broader question would potentially be at risk if there were sort of broader tariffs
Can you please comment on what you think this will mean for The Coca-Cola Company, both near term and longer term
can you comment on striking the right balance in North America between margin delivery and perhaps higher levels of volume growth
Your key competitor has not followed at this point and I wonder how concerning that is for you competitively
the exit rate for the year is going to be closer to the lower end of your long-term guidance of the 4% to 6%
just address this GLP-1 concern, head on. Did you -- were you able to address this in the test markets
what would you share with investors? What would you share with the market success in energy drinks look like from a PepsiCo perspective
it's not uncommon for such moves to be a precursor to more impactful strategic considerations from a company's board
can you maybe comment on your level of confidence these are indeed transitory issues facing the business and that 4% to 6% is still the right growth rate
your base case is the gross margins will likely be down, I would say, looking out to next year, given that cost headwind
I'd like your view here on whether you are generally pleased with the current portfolio
can you comment on that assessment, whether you think that's accurate or not? And then just broadly on implications
enterprise markets here, which have slowed a bit. Can you just comment broadly? And I know some of this is China.
just updated thoughts on appropriateness of M&A as a potential avenue to drive shareholder value
What if volumes stay down low single digits
was there any thought to kind of leaning in here, albeit weighing on margins a bit to try to accelerate top line growth
what gives you confidence with what you're doing in terms of execution that things are going to get better because the data points just seem to be mounting against the industry
do you view that as a fair assessment? And two, in light of one of the questions earlier on investment levels, do you view incremental productivity as an enabler to support higher investment levels?
Any update there just in terms of where that process stands? Any comments on internal versus external candidates
What do you think the market is missing? What do you think the market under appreciates about the Molson Coors story
potential impact of younger consumers drinking less frequently, negative impact from GOP1, the recent advisory from the former Surgeon General linking alcohol consumption and cancer risk