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Can you talk to in more detail breaking down how that 6 percentage point gap will play out over the next 2 quarters?
I'd like to look through at the underlying growth rate, which was down 8% weaker than what you had in Q4 and Q1 last year
can you flesh out a little bit what's included in that top line guidance for fiscal '26, both in terms of distributor inventories and/or underlying consumer demand?
can you talk to your approach on pricing when it comes to your tequila portfolio in the U.S.?
can you just elaborate maybe on the performance in October exiting the quarter? Any commentary in November in particular?
Could you perhaps provide some more color as to what's driving this and how Q1 is going so far and what your guidance for the full year bakes in
Requested demographic breakdowns of consumer pressure, age versus income, and which segments worsened versus improved quarter-over-quarter.
does Indonesia impact your view? I get that you reiterated that algo, but are you assuming that Indonesia then subsequently accelerates
could you break down what you're assuming in terms of end consumer demand, or more broadly, health of consumer spending
Could you help us understand therefore what that target you're referring to is, is that north of 20%
how should we be thinking about the 39% to 40% beer margins for fiscal '27 and '28 that you guided to back in April of last year
You cut your top line guidance last month. You have not cut your CAPEX guidance. Can you comment on the rationale behind that
Can you explain exactly what you're assuming in terms of that socioeconomic environment for the next three years
what you believe were the underlying factors behind this
are there any internal surveys or analytics that you're able to share about what's driving consumer behavior today?
could you provide perhaps some additional color by region? So how is the U.K. business doing versus your other markets?