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Analyst
Yasmine Deswandhy
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q4 (4 quarters; questions recorded in 2).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 2with 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. See how we grade analysts on earnings-call questions.
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 7 of 7 questions from 4 companies
HRLHormel Foods2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
How much was it in 4Q? And how should we think about it in '26 on a quarterly basis
Show response
Paul confirmed 500bps raw material inflation in Q4. Deferred quarterly cadence question for FY2026 to offline discussions with IR.
could you just help us bridge the $0.25 impact, so what was full-year Turkey headwind or a tailwind to earnings in '25?
Show response
John described volatile Turkey year: first-half cost pressures hit hard, second-half recovery through value-added pricing offset first-half headwinds. Whole birds came in somewhat better than original outlook. Net Turkey was a benefit in FY2025 but declined to quantify specific EPS impact.
KHCKraft Heinz2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
You see a need for North America volumes to inflect positively in the second half in order to hit your guide
Show response
CFO confirmed no positive volume quarter required in guidance midpoint, a notably cautious outlook for the full year.
could you help size those impacts, if any, to the second quarter
Show response
CFO quantified Easter at ~100 bps tailwind, noted cream cheese and Oreo returning to growth in Q2. Confirmed midpoint does not require positive volumes in any quarter.
SJMJ.M. Smucker Company (The)2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
with now that extending into the third quarter, is the expectation still for top-line stabilization in the second half
Show response
Tucker provides clear phasing: Q3 flat to slightly down on SKU rationalization completion, Q4 low single-digit growth for SBS.
I'm asking around the reduced net sales expectation, is that simply flowing through the weaker 2Q? Or is that also, you know, spreads being enough of an offset
Show response
Tucker quantifies: $80M+ reduction, ~half in Q2 and half in H2. Driven by spreads weakness. Uncrustables outlook not raised. Still on path to $1B brand.
CAGConagra Brands1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
at this point is the expectation for fiscal 2026 to be higher than fiscal 2025 year to date
Show response
Dave declined to comment on FY2026 inflation. Sean noted baseline has moved to 4% and external tariff factors could be incremental above that.
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 |
|---|---|---|
| HRL Hormel Foods | 2 | —Rate withheld: fewer than 3 questions |
| KHC Kraft Heinz | 2 | —Rate withheld: fewer than 3 questions |
| SJM J.M. Smucker Company (The) | 2 | —Rate withheld: fewer than 3 questions |
| CAG Conagra Brands | 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 |
|---|---|---|---|
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 4 | 0%none of 4 questions | 2 |
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q44 questions · challenge rate 0% (none of 4 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth4
- Cost Pressure3
- Demand2
- Competitive Dynamics1
- Pricing1
- Guidance Reliability1
- Supply Chain1