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    Andrea Faria Teixeira • JPMorgan Chase & Co.

    Andrea Faria Teixeira's questions to elf Beauty Inc (ELF) leadership

    Andrea Faria Teixeira's questions to elf Beauty Inc (ELF) leadership • Q1 2026

    Question

    Andrea Faria Teixeira of JPMorgan Chase & Co. inquired about the U.S. business's exit rate for the quarter and whether the recent $1 price increase could lead to an acceleration from the reported 5% growth, considering consumer behavior.

    Answer

    Senior VP & CFO Mandy Fields stated that e.l.f. is modeling the impact of the price increase conservatively, acknowledging that consumers are being choiceful with their spending. However, she expressed confidence in the brand's value proposition, noting that even with the increase, 75% of the product portfolio remains at $10 or below, which should continue to resonate with their community.

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    Andrea Faria Teixeira's questions to Molson Coors Beverage Co (TAP) leadership

    Andrea Faria Teixeira's questions to Molson Coors Beverage Co (TAP) leadership • Q2 2025

    Question

    Andrea Faria Teixeira from JPMorgan Chase & Co. asked about any signs of improvement in consumer confidence in North America and Europe, and requested details on the cadence of shipments-to-retailers (STWs) versus sales-to-retailers (STRs) for the remainder of the year.

    Answer

    CEO Gavin Hattersley stated candidly that the company has not seen an improvement in U.S. consumer confidence, noting continued value-seeking behaviors. He provided a global overview, describing cautious sentiment in Canada and the UK, and more significant impacts in Central & Eastern Europe. CFO Tracey Joubert added that a shipment timing headwind of approximately 300,000 hectoliters from the first half is expected to reverse, primarily in Q3.

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    Andrea Faria Teixeira's questions to Reynolds Consumer Products Inc (REYN) leadership

    Andrea Faria Teixeira's questions to Reynolds Consumer Products Inc (REYN) leadership • Q2 2025

    Question

    Andrea Faria Teixeira asked for clarification on the gross margin outlook, the cadence of pricing actions to offset cost pressures, the embedded elasticity assumptions, and confirmation of share gain dynamics in branded trash bags versus private label food bags.

    Answer

    CFO Nathan Lowe reiterated the full-year guide anticipates 2-4 points of pricing to fully recover 2-4 points of cost headwinds, noting the Q2 gross margin pressure was a matter of timing. CEO Scott Huckins added that rising store-brand foil prices provide a constructive environment for their own pricing. He also confirmed that Reynolds gained share in Hefty branded waste bags and in store-brand food bags during the quarter.

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