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Bruno Monteyne

Managing Director and Senior Analyst at Sanford C. Bernstein & Co., LLC

Bruno Monteyne is a Managing Director and Senior Analyst at Bernstein Autonomous LLP, specializing in European consumer staples with a focus on companies such as Unilever and Nestlé. He consistently ranks among the top quarter of Wall Street analysts, achieving a 100% success rate on his rated calls and an average return of 17.6%, as tracked by analyst platforms. Monteyne began his career at Bernstein in the early 2010s, previously working at Sanford C. Bernstein Ltd., and has become well-known for his leadership at industry conferences and for in-depth equities research. He holds professional credentials including FINRA registration and recognized securities licenses, demonstrating expertise in equity research and compliance.

Bruno Monteyne's questions to Haleon (HLN) leadership

Question · Q2 2024

Bruno Monteyne asked if the Q4 launch of the Eroxon erectile dysfunction cream would provide growth above and beyond the current guidance. He also questioned if the nine-month extension of the China JV agreement signaled a potential issue or disagreement between partners.

Answer

CEO Brian McNamara stated that the Eroxon launch is not expected to have a big impact on 2024 results due to its timing and will likely be a 'slower burn' as a new-to-OTC product. CFO Tobias Hestler described the China JV extension as a 'technical' measure to allow complex but positive discussions with multiple partners to conclude without deadline pressure.

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Fintool

Fintool can predict Haleon logo HLN's earnings beat/miss a week before the call

Bruno Monteyne's questions to UNILEVER (UL) leadership

Question · Q2 2024

Bruno Monteyne questioned the mismatch between Unilever's discussion of 'product superiority' and its weak market share data, asking if the metric has been redefined. He also asked for a quantification of the mix component within the reported volume growth.

Answer

CEO Hein M. Schumacher clarified that the company has shifted from 'product superiority' to a more holistic 'unmissable brand superiority' framework covering 6 Ps and 21 metrics, which they believe is the recipe for success. CFO Fernando Fernandez disclosed that for Q2, underlying volume growth (UVG) was composed of 75% pure volume and 25% mix.

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Fintool can predict UNILEVER logo UL's earnings beat/miss a week before the call