Sign in
Bryan Adams

Bryan Adams

Research Analyst at UBS Asset Management Americas Inc.

New York, NY, US

Bryan Adams is an analyst at UBS specializing in providing both quantitative and qualitative research coverage for a range of public companies. He delivers analyst ratings that incorporate analyses of expected future growth, current stock valuation, and macroeconomic trends, contributing to UBS's overall research efforts. Although specific companies covered and quantitative performance metrics such as success rates or TipRanks rankings are not publicly available, Adams maintains a role focused on rigorous equity analysis supporting institutional clients. Further details about his career timeline, prior experience, and professional credentials are not disclosed in public sources.

Bryan Adams's questions to MCCORMICK & CO (MKC) leadership

Question · Q3 2025

Bryan Adams noted the implied Q4 growth of approximately 2.5% or more to hit the midpoint of the 1-3% top-line guidance for the year. He asked if this improvement exiting the year is mostly due to pricing net of elasticity impact, an easier Q4 Asia-Pacific comparison, or if there are other factors driving the conviction for a step-up in Q4 versus Q3.

Answer

Marcos Gabriel, Executive Vice President and CFO, confirmed the implied growth level for Q4 in constant currency. He expects continued volume growth in Consumer Americas despite price increases, and growth across most Consumer regions. Flavor Solutions will see more moderation of volume and price, with flat volume for the full year.

Ask follow-up questions

Question · Q3 2025

Bryan Adams asked for clarification on the drivers behind the implied step-up in McCormick's Q4 top-line growth, assuming it's primarily due to pricing net of elasticity and an easier Asia-Pacific comparison, and if there are any other significant contributing factors.

Answer

Executive Vice President and CFO Marcos Gabriel confirmed that the midpoint of the guidance implies a similar level of constant currency top-line growth in Q4. He reiterated expectations for continued volume growth in the Americas despite price increases, and growth across most consumer segments. In flavor solutions, he noted a moderation of volume with more pricing, contributing to the overall Q4 outlook.

Ask follow-up questions

Question · Q2 2025

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.

Ask follow-up questions

Question · Q2 2025

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.

Ask follow-up questions

Bryan Adams's questions to CONAGRA BRANDS (CAG) leadership

Question · Q4 2025

Bryan Adams of UBS asked how Conagra would balance its investment-for-growth strategy if the inflation or tariff outlook changes, and inquired about the potential for further portfolio pruning.

Answer

President & CEO Sean Connolly stated that the primary goal is long-term value, which requires investing to keep key brands strong. However, if external factors like inflation were to change significantly, the company would re-evaluate its plan in real-time. On portfolio reshaping, he confirmed they continue to evaluate exit candidates within the grocery business but will remain methodical, recognizing the cash flow these brands provide to fund growth investments.

Ask follow-up questions

Best AI for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%