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Edward Lewis

Edward Lewis

Senior Analyst at Redburn at Redburn Atlantic

London, GB

Edward Lewis is a Senior Analyst at Redburn Atlantic, focusing on equity research and analysis with coverage that includes leading consumer goods companies such as Church & Dwight. He is recognized for delivering detailed sector insights and actionable recommendations to institutional clients, with his analysis spanning both established and emerging market participants. Lewis began his career in financial research and has progressed to a key analyst role at Redburn Atlantic, positioning himself as a specialized voice within the consumer sector. He holds advanced professional credentials and is known for his analytical rigor, but publicly available performance metrics and prior employer history are limited.

Edward Lewis's questions to UNILEVER (UL) leadership

Question · Q3 2025

Edward Lewis asked for context on Indonesia's 12.7% growth relative to expectations and an assessment of China's earlier-than-expected return to growth in Q3, inquiring about the impact of changes made there.

Answer

CEO Fernando Fernandez expressed satisfaction with Indonesia's renewed leadership and progress in resetting fundamentals, including low stock levels, resolved channel price conflict, relaunching top brands, and enhanced social-first marketing, leading to consistent run rate improvements. For China, he reiterated that all four business groups are back to growth, attributing it to significant interventions in e-commerce route-to-market and direct-to-consumer manufacturing/logistics, with continued improvement expected.

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Edward Lewis's questions to COLGATE PALMOLIVE (CL) leadership

Question · Q4 2024

Edward Lewis highlighted Europe's strong performance, with positive volume and price, and asked how much incremental marketing support went to the region and how that supports confidence in sustaining the growth.

Answer

CEO Noel Wallace praised Europe's 'terrific performance,' confirming balanced volume and price growth across all hubs. He attributed the success to strong RGM analytics, a robust innovation pipeline, and increased advertising. He noted that advertising-to-sales in the region was up approximately 220 basis points, which helped drive brand health and achieve record market shares, giving him confidence in the ability to sustain momentum.

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Question · Q3 2024

Edward Lewis asked about the evolution of channel mix, inquiring how much the mix has changed in regions like Latin America and Asia (ex-China) since the new strategy launch, and how this expansion into adjacent channels is aiding the premiumization strategy.

Answer

Noel Wallace, Chairman, President and CEO, explained that channel expansion has gone beyond e-commerce to include innovative discount formats and club stores, particularly in Asia. He stated the company has been quick to adapt to new formats and works closely with all retailers to provide the right products and price pack architectures to drive category growth, which is key to the overall strategy.

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Edward Lewis's questions to PROCTER & GAMBLE (PG) leadership

Question · Q2 2025

Edward Lewis of Redburn Atlantic inquired about the consumer value aspect of P&G's superiority strategy, noting that the company is achieving positive volume growth despite significant cumulative pricing, and asked if this provides confidence for future price increases.

Answer

Jon Moeller, Chairman, President and CEO, confirmed that P&G will continue to take more pricing as it introduces innovation that delivers superior product efficacy and experience. He stated that the data referenced by the analyst does indicate P&G has the ability to continue contributing to the top line through modest, innovation-led pricing.

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