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    Jefferies Analyst • Jefferies Financial Group Inc.

    Jefferies Analyst's questions to Church & Dwight Co Inc (CHD) leadership

    Jefferies Analyst's questions to Church & Dwight Co Inc (CHD) leadership • Q1 2025

    Question

    A Jefferies analyst asked what gives management confidence that retailer inventory levels will not bounce back later in the year. They also inquired how promotional activity might evolve if the consumer remains weak.

    Answer

    Executive Richard Dierker stated that the lack of a bounce-back in orders so far in Q2 informs their conservative view on inventory. He believes retailers are hesitant to restock amid flat to negative consumption. He expects that if categories remain flat for an extended period, overall promotional activity will likely increase, but feels Church & Dwight is well-positioned to gain share in that environment due to its value offerings and strategic positioning.

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    Jefferies Analyst's questions to A O Smith Corp (AOS) leadership

    Jefferies Analyst's questions to A O Smith Corp (AOS) leadership • Q4 2024

    Question

    A Jefferies analyst questioned the company's ability to achieve its long-term 5-6% growth guidance through 2028 given another down year in China. The analyst also asked about the competitive environment in the North American water heater market and whether competitor gains were impacting results.

    Answer

    CEO Kevin Wheeler acknowledged that the company is behind on its long-term China growth plan after the first year and that achieving the target will require a higher rate of recovery, dependent on the economy. Regarding competition, Wheeler noted some market disruption, particularly in the Northeast and Midwest, but characterized it as manageable. He affirmed that A.O. Smith's customer base remains strong, with no loss of major customers in 2024, and the company is well-positioned to navigate any changes.

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