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Bryan Adams

Research Analyst at UBS

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 CONAGRA BRANDS (CAG) leadership

Bryan Adams's questions to CONAGRA BRANDS (CAG) leadership • Q4 2025

Question

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.

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

Bryan Adams's questions to MCCORMICK & CO (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 & CO (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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