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    Jordan Lee

    Research Analyst at Goldman Sachs

    No analyst named Jordan Lee currently appears in publicly available profiles or recognized analyst rankings as serving as an analyst at Goldman Sachs. Comprehensive searches of major investment analyst databases, professional websites, and multiple recent firm roster lists do not show a Jordan Lee as a Goldman Sachs equity or research analyst, nor provide evidence of company coverage, published success metrics, or a verifiable work history at the firm. There are also no relevant performance records, FINRA registrations, or professional achievements associated with an analyst by this name and firm. It is likely that either the individual does not hold a public-facing analyst position at Goldman Sachs or their profile and career details are not publicly accessible.

    Jordan Lee's questions to SMITHFIELD FOODS (SFD) leadership

    Jordan Lee's questions to SMITHFIELD FOODS (SFD) leadership • Q2 2025

    Question

    Jordan Lee from Goldman Sachs asked about the competitive environment for packaged meats, promotional activity, and the progress of the company's shift toward higher-value products, including any future capacity needs.

    Answer

    Steven France, President of Packaged Meats, stated their strategy focuses on quality merchandising over price-based promotions, noting a 200 basis point increase in feature and display activity. He and CEO Shane Smith confirmed the successful shift from commodity items to value-added products is a key initiative, supported by 50% of CapEx being allocated for growth projects, including capacity expansion in higher-margin categories.

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    Jordan Lee's questions to SMITHFIELD FOODS (SFD) leadership • Q2 2025

    Question

    Jordan Lee from Goldman Sachs inquired about the competitive and promotional environment in packaged meats and asked for an update on the shift toward value-added products and any related capacity needs.

    Answer

    Steven France, President of Packaged Meats, stated that Smithfield focuses on "quality versus unprofitable quantity" in its promotions, which drives its strong margins. He and CEO Shane Smith confirmed the strategic shift to value-added items is a key initiative, with capital spending being directed toward increasing capacity in these higher-margin categories, guided by strategic customer partnerships.

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    Jordan Lee's questions to CF Industries Holdings (CF) leadership

    Jordan Lee's questions to CF Industries Holdings (CF) leadership • Q1 2025

    Question

    Jordan Lee from Goldman Sachs inquired about the price divergence between urea and ammonia and whether farmers would face supply constraints for spring nitrogen application.

    Answer

    EVP Bert Frost explained the international price divergence is due to new ammonia supply coming online, while urea remains strong. CEO Tony Will added that interior U.S. agricultural ammonia prices remain strong and are distinct from the traded market. Bert Frost also stated that while urea and UAN supply is tight, strong farmer economics favor corn, and he expects application rates to be high, potentially with more ammonia side-dress.

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