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    Bryan Adams • UBS

    Bryan Adams's questions to Conagra Brands Inc (CAG) leadership

    Bryan Adams's questions to Conagra Brands Inc (CAG) leadership • Q4 2025

    Question

    Bryan Adams asked how Conagra would balance investments and profitability if the inflation outlook changes, and if other parts of the portfolio are being reevaluated.

    Answer

    President & CEO Sean Connolly stated the priority is maximizing long-term value by keeping 'hero brands' in frozen and snacks healthy, which requires investment. He affirmed they would revisit the plan if inputs change. On the portfolio, he confirmed they continue to reshape towards frozen and snacks and that while other exit candidates in grocery exist, they will be divested methodically to preserve their cash flow contribution.

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    Bryan Adams's questions to McCormick & Company Inc (MKC) leadership

    Bryan Adams's questions to McCormick & Company Inc (MKC) leadership • Q2 2025

    Question

    Bryan Adams asked whether the expected operating income growth in the second half would be more concentrated in the Consumer or Flavor Solutions segment.

    Answer

    EVP & CFO Marcos Gabriel explained that while both segments will contribute, on a full-year basis, Flavor Solutions is expected to be the primary driver of operating margin expansion. The company's strategy is to reinvest gross margin gains in the Consumer segment to fuel volume growth, while focusing on recovering profitability in the Flavor Solutions segment.

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    Bryan Adams's questions to McCormick & Company Inc (MKC) leadership • Q2 2025

    Question

    Bryan Adams asked whether the expected H2 operating income growth would be more concentrated in the Consumer or Flavor Solutions segment.

    Answer

    CFO Marcos Gabriel stated that while both segments will contribute, on a full-year basis, Flavor Solutions will be the primary driver of operating margin expansion. He explained the strategy is to reinvest gross margin gains in the Consumer segment into brand marketing to drive volume, while focusing on recovering profitability in the Flavor Solutions segment.

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