John Baer's questions to Oil-Dri Corporation of America (ODC) leadership • Q3 2025
Question
John Baer from Ascend Wealth Advisors asked about the flat quarterly performance of the Amlan animal health business amid tariff volatility and inquired about strategies to mitigate rising natural gas costs, including alternative fuels.
Answer
Wade Robey, President of Amlan International, attributed Amlan's flat quarter to tariff and logistics volatility but noted strong year-to-date growth and strengthened distributor partnerships. Aaron Christiansen, VP of Operations, confirmed Oil-Dri's natural gas hedging strategy and stated that while alternatives have been explored, natural gas remains the most efficient fuel, with a continuous focus on optimizing consumption and shifting equipment like forklifts to electric.