Rob Moskow

Have you done any like testing of how your Jack Daniel's brand is perceived in these international markets, if anything has changed?

can you remind us what the tariff component of your cost inflation is this year? I think it's like 2% or so. And how should we think about it for fiscal '27?

Is there a risk here that retailers just decide to go forward with less inventory than normal for the rest of the year just because they want to be more efficient?

I want to know about all the innovation that you're doing in frozen. I mean, no one does more than Conagra in frozen. To help try to grow the category. But I think it's been difficult to see eviden...

Have you fully lapped the price rollbacks that you -- I think you had last year in frozen entrees and maybe some other categories

did I get it right that the exit rate for the business, excluding Vitamins, is 1.8%

when I look at your retail tracking data, at least in my metrics, things do get weaker in October, can I assume that, that's a comparison to last year's port strike?

Can you give us an update on how that's doing? Like how is HERO doing? How is THERABREATH doing

other than vitamins, are there any categories where you've had to shift your tactics maybe lean in a little more from a promotional standpoint?

I was wondering what made you decide today or just recently to expand the scope of the SGPP program

how does your strategy take into account improving performance, I guess, for lower and middle tier priced products

I noticed in the script that in the U.S., you mentioned some increased competitive activity, getting more promotional

you're raising prices in Brazil. Can you give us like just kind of ballpark, like how much are you raising prices

Are you still seeing that, or is the Hill's brand holding up okay in this kind of dynamic

Is it possible that since everyone is kind of facing the same cost at once, that makes it a little bit easier to go to retailers and argue for either some price increases

What's the risk of of getting distracted as you're trying to execute on you know, on the core business.

are your customer fill rates now back to normal? Or are you still like a little bit below normal in your second quarter?

do you have like any evidence that that impacts grocery basket, like purchases of staples?

when you do give us a tariff impact, what do you think will be included in there? Will it be finished goods, packaging?

Do you have any way just to quantify what percent of your raw materials come from Mexico and Canada? Is it like less than 5%?

I'd like a little more color on what's driving the strong growth in professional and also international.

I just want to make sure I understand the logic for the gross margin being at 43% for 2Q

Your competitors talked about double-digit gains, and I wanted to know if you have seen distribution losses as a result of that

you said two things about the soup business

I think the guidance for fourth quarter was for tariffs to be $0.03 to $0.05 of impact, and it ended up being $0.02

Have you started doing any math on what the tariff environment might mean for your steel can costs

do you view both of these as similar phenomenons? I can see it in the data, there's been price investments in crackers

ex-Totino's, are Snacks stable, or can you tease it out for us?

I wanted to know if you think pricing can get back into positive territory at some point during the course of the year

I wanted to know what are your expectations for this Hershey premium product you're launching in the second half

Can you tease out sweet performance in first quarter and what your expectations are for this year

can they figure out the cumulative impact of all these things at once? It sounds just like a lot to put into models that probably don't have a lot of historical precedence

can you be more specific on what playing offense means? Like, what kind of things can you do

is it fair to say that elasticity is probably the most -- the biggest and most determining factor

Do you expect your gross margin pressure to be pretty even throughout the quarters? Or in fourth quarter, are you fully covered

are you seeing your competitors take similar actions on pricing? You've been very strategic about where you're going to take it

you said in your prepared remarks that after the split, you'll have optionality for value-enhancing capital actions

have you started rolling out the Brand Growth System to these categories? Is it harder to implement it in these than it is in the others

in 2024 did any of that productivity savings help you on pulp costs? Because it would appear that pulp costs are going higher in 2025

I was wondering about the mix headwinds in the first quarter. How sustainable are those headwinds during the course of the year

I just wanted to get a sense of your level of conviction that concentrate volume returns to positive territory in the back half

could you be a little more specific as to where you think you are on clearing up the misconceptions about Trademark Coke

Is there any way to kind of delineate this, like how much of a mix shift is necessary to go more toward plastic, less towards aluminum cans

I was hoping you could reconcile for me your comment about the consumer in the U.S.

how you were able to keep people on that team focused on executing their operating plan

how do you go about doing both of those things at the same time? Is there any risk of sacrificing quality?

You mentioned that the low end factors in weakness in China. And I wanted to know, could you be more specific about your expectations in China?

you're merging food and beverage distribution. What's working?

your willingness to engage with them and if there's any ideas in there that you think are particularly important

do you feel like in terms of your value actions, you need to be more active on that part of the portfolio

there's a pretty detailed study by Numerator Cornell showing that salty snacks was a category that was probably most impacted by GLP usage

when you talked about fourth quarter being lower than third, I just want to confirm that's in absolute dollars

you talked about consumers pulling forward purchases as an inflation hedge. I thought that's what I heard.

now that the tariff impact is half of what it was before curious on how that affects your pricing strategy, if at all

Are you going to be raising prices more this year in the U.S. than you did in fiscal '25

I wanted a little more clarity on the commodity inflation guidance. It stayed the same at $200 million.

would it be fair to say that the giveback on pricing would be more on the ground coffee than it would be on the pods just because of how it plays out

In the commentary, you described the category dog treats as getting better. Your business is still down. What should we expect in the back half

I didn't notice any mention of the SKU rationalization impacting the volume. I wanted to know if that impacted it as well

you mentioned that execution weakened. Can you give us a little more detail about what aspect of that weakened and what caused it and how you can fix it

once we lap that initial shock of restrictions on immigration policy, is it possible that it just gets a little bit less bad

Given the macro pressures around the Hispanic consumer, are these price increases more in low Hispanic markets

If you spend like $900 million a year on aluminum cans and it's a 25% tariff, do I just put those two numbers together

price competitiveness has started to dial up on the light beer segment. And I wanted to know like -- I didn't hear if you have a response to that

if the plan going forward also includes more acquisitions. You had Sea Smoke acquisition earlier this year

do you think that the national marketing of those brands is doing just fine? And really, it's just the regional execution could improve

if you could put a finer point on, on how your forecast for North America has changed for the next few quarters