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Elsa

Research Analyst at JPMorgan Chase & Co.

Elsa Chin is Executive Director, Global Philanthropy at JPMorgan Chase Foundation, overseeing grants management, finance/budget, and data for the department while working directly with senior leaders on the firm’s philanthropic efforts, which annually invest more than $350 million to create pathways to opportunity. She manages core operations supporting all grant-making teams focused on providing individuals with knowledge, skills, resources, and capital for economic success. Prior to joining JPMorgan Chase, Chin served as Grants Manager at the Helmsley Charitable Trust, handling over $350 million in annual grants and leading teams in developing strategic program areas.

Elsa's questions to BELLRING BRANDS (BRBR) leadership

Question · Q1 2026

Elsa asked for an update on the filtering out of smaller insurgent brands in the club channel, inquiring if new entrants are still appearing or if the market shakeout is progressing as expected.

Answer

Darcy Davenport, President and CEO, explained the category structure, noting that while insurgent brands hold about 10% market share, they are seeing a shakeout, especially in club where thresholds are high. She expects this 10% share to persist but with a changing set of competitors, and highlighted that the low household penetration allows for multiple winners.

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