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    Davis Holcombe • Truist Securities, Inc.

    Davis Holcombe's questions to Central Garden & Pet Co (CENT) leadership

    Davis Holcombe's questions to Central Garden & Pet Co (CENT) leadership • Q3 2025

    Question

    Davis Holcombe of Truist Securities, on behalf of Bill Chappell, asked for an update on Pet category trends and inquired about the specific drivers of the Garden segment's EPS upside.

    Answer

    John Hanson, President of Pet Consumer Products, reported that pet ownership is stabilizing, but the consumables business was flat against a record prior year, while durables declined due to both category softness and intentional SKU rationalization. JD Walker, President of Garden Consumer Products, identified wild bird food, fertilizer, grass seed, and packet seed as key growth drivers. CEO Niko Lahanas also highlighted significant operational improvements in the live plants business despite poor weather.

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    Davis Holcombe's questions to Reynolds Consumer Products Inc (REYN) leadership

    Davis Holcombe's questions to Reynolds Consumer Products Inc (REYN) leadership • Q1 2025

    Question

    Davis Holcombe, on for Bill Chappell, asked for an update on the company's innovation pipeline for the year, noting its importance as a driver of top-line growth.

    Answer

    CEO Scott Huckins expressed confidence in the innovation pipeline, providing two key examples. First, a new scent is being added to the Hefty Fabuloso lineup, which is gaining distribution. Second, the company is launching Hefty Compostable cutlery, the first commercialization of technology from the 2023 Atacama acquisition.

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    Davis Holcombe's questions to Westrock Coffee Co (WEST) leadership

    Davis Holcombe's questions to Westrock Coffee Co (WEST) leadership • Q3 2024

    Question

    Speaking for Bill Chappell, Davis Holcombe noted reports of a slowdown in the ready-to-drink (RTD) coffee category and asked how this trend was affecting Westrock's business, contracting process, and outlook.

    Answer

    CEO Scott Ford responded that Westrock's growth story is driven by significant market share gains, not overall category growth. He explained that the volume from newly won contracts is substantial enough to 'dwarf' any short-term fluctuations in the broader market. He emphasized that the company's focus is on taking share, which will lead to outsized growth irrespective of the category's low-single-digit movements.

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