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Andrew Stravik

Managing Director and Senior Equity Research Analyst at BMO Capital Markets

Andrew Strelzik is a Managing Director and Senior Equity Research Analyst at BMO Capital Markets, specializing in restaurant sector coverage with a focus on major publicly traded names such as Chipotle Mexican Grill. Renowned for his deep industry insights, he is frequently cited on leading platforms for his price targets and ratings, demonstrating consistent accuracy and a strong track record recognized by Institutional Investor with 'All-America Research Team Rising Star' honors in 2015, 2016, and 2017. Strelzik began his career supporting BMO's consumer research team in 2008, honed his expertise in protein and agribusiness, and rose to lead restaurant coverage in 2014. He holds a BA from Tulane University's Murphy Institute and maintains active FINRA registration and relevant securities licenses.

Andrew Stravik's questions to Bunge Global (BG) leadership

Question · Q3 2025

Andrew Stravik asked for more color on the 'strong execution' mentioned by management, specifically where it was already evident and if it was repeatable, given the ongoing integration efforts. He also inquired if there were any anomalies or specific seasonal factors from the back half of 2025 that should be considered when modeling for 2026.

Answer

CEO Gregory Heckman attributed strong execution to connecting origination with crushing, filling geographic gaps (like Argentina), quicker market reactions, efficient crush margin execution, improved transportation/logistics, and increased internal liquidity. He noted early wins in pairing origins and destinations. CFO John Knepel stated no unusual anomalies in Q3/Q4 2025 results, but highlighted ongoing market uncertainty making 2026 predictions difficult. Mr. Heckman added that key watch points for 2026 include biofuel and trade policy timing, China's program execution, and the impact of large global crops on storage assets.

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