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    Davis Holcombe

    Research Analyst at Truist Securities, Inc.

    Davis Holcombe is an Equity Research Analyst at Truist Securities, Inc., specializing in the consumer goods sector, with recent coverage that includes companies such as Reynolds Consumer Products. Joining Truist Securities in July 2023, Holcombe contributes in-depth market analysis and company insights as part of a team known for providing strategic equity research. Prior to this role, there is no public information available on previous positions or firms, but Holcombe currently holds an entry-level analyst designation at Truist. Professional credentials and securities licenses are not listed in publicly available records, and no performance rankings or granular investment metrics are disclosed to date.

    Davis Holcombe's questions to CENTRAL GARDEN & PET (CENT) leadership

    Davis Holcombe's questions to CENTRAL GARDEN & PET (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 (REYN) leadership

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

    Davis Holcombe's questions to Westrock Coffee (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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