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    Jason English

    Managing Director and Senior Equity Analyst at Goldman Sachs

    Jason English is a Managing Director and Senior Equity Analyst at Goldman Sachs, specializing in coverage of the consumer staples sector with a focus on major packaged goods and food companies. He has covered firms such as Church & Dwight and has demonstrated strong research acumen, providing actionable insights into secular growth trends in snacks, beverages, and health and wellness categories. English began his analyst career at J.P. Morgan before joining Goldman Sachs, later founding South Street Advisers and serving on boards like Wisdom Analytics. He holds professional credentials including FINRA registration and relevant securities licenses, and is recognized for pioneering work in revenue growth management and trade-promotion-optimization.

    Jason English's questions to KELLANOVA (K) leadership

    Jason English's questions to KELLANOVA (K) leadership • Q3 2023

    Question

    Asked for confirmation on the 2023 base earnings estimate provided at the Analyst Day and questioned the achievability of the long-term growth algorithm for 2024, specifically whether North America's performance would lag while being offset by strength in other regions.

    Answer

    The company is on track for 2023 but will provide updated absolute numbers in February after finalizing the budget and exchange rates. They reiterated their expectation to achieve their long-term algorithm growth rates in 2024. They expressed optimism for North America's performance, expecting a return to its own algorithm due to the resumption of merchandising and innovation activities that were purposefully delayed in 2023.

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