Sign in

    Karen Wolfe

    Managing Director and Senior Research Analyst at Piper Sandler

    Karen Wolfe is a Managing Director and Senior Research Analyst at Piper Sandler, specializing in the coverage of medical technology and diagnostics companies. She provides research and investment recommendations on firms such as Abbott Laboratories, Boston Scientific, Medtronic, and Dexcom, and has established a track record recognized by industry ranking platforms for her stock-picking accuracy and insights. Beginning her equity research career in the early 2000s, Wolfe joined Piper Sandler in 2019 after prior roles at firms including JP Morgan and Cowen & Company. She is registered with FINRA and holds multiple securities licenses, reflecting her professional expertise and compliance with industry standards.

    Karen Wolfe's questions to CHURCH & DWIGHT CO INC /DE/ (CHD) leadership

    Karen Wolfe's questions to CHURCH & DWIGHT CO INC /DE/ (CHD) leadership • Q1 2025

    Question

    Karen Wolfe questioned what had changed to alter the company's expectation that retailer destocking from Q1 would recover. She also asked for updated thoughts on the M&A environment, particularly regarding international assets.

    Answer

    Executive Richard Dierker explained that the continued consumer pullback and tariff uncertainty have made retailers hesitant to rebuild inventory levels, leading to the revised outlook. On M&A, he reaffirmed that it remains the company's top priority for capital allocation and that they are actively looking for the right acquisitions, including international bolt-ons that can serve as a platform for bringing other brands into new markets.

    Ask Fintool Equity Research AI