Sign in

Kaumil S. Gajrawala

Managing Director and Senior Equity Research Analyst at Jefferies Financial Group Inc.

Kaumil S. Gajrawala is a Managing Director and Senior Equity Research Analyst at Jefferies LLC, specializing in consumer staples with a primary focus on the beverage, household products, and healthy lifestyle sectors. He covers 26 companies, including well-known names such as Simply Good Foods, Primo Brands, Molson Coors, Boston Beer, and Celsius Holdings, and has issued over 500 stock ratings with a 53% success rate and an average return of 2.3% per rating. Gajrawala began his analyst career in the late 2000s and has been at Jefferies since at least 2009, establishing a strong track record with top ratings like a 196.9% return call on Celsius Holdings, and is ranked among the top third of Wall Street analysts on TipRanks. He is FINRA-registered and holds multiple securities licenses, reflecting his robust professional credentials and industry compliance.

Kaumil S. Gajrawala's questions to Simply Good Foods (SMPL) leadership

Question · Q4 2025

Kaumil S. Gajrawala asked about the specific impact of the OWYN product issue on the brand's narrative and the actions being taken beyond incremental marketing to address any brand perception challenges.

Answer

President and CEO Geoff Tanner reiterated that the OWYN product issue is largely resolved, with new, stable products shipping since August, and the impact was on less than 10% of product. He acknowledged the issue affected consumption and ratings/reviews, leading to overinvestment in affected channels to drive trial and restore ratings. Tanner emphasized confidence in OWYN's quick recovery, noting its mid-teens growth even with the issue, and highlighted significant marketing investments, distribution opportunities, and disruptive innovation plans.

Ask follow-up questions

Question · Q4 2025

Kaumil S. Gajrawala inquired about the specific impact of the OWYN product quality issue on the brand's narrative and perception, and what actions, beyond incremental marketing, are being taken to address any potential damage to the brand's image.

Answer

President and CEO Geoff Tanner reiterated that the product issue is largely resolved, with new, more stable products shipping since August, and the impact affected less than 10% of product. He acknowledged it impacted consumption and ratings/reviews, particularly in a few concentrated channels, where the company has overinvested to drive trial and improve ratings. Tanner emphasized that despite the issue, the brand is still growing mid-teens and expressed tremendous long-term confidence in OWYN, citing the accelerating clean movement, planned significant marketing investments to boost awareness, distribution opportunities, and disruptive innovation slated for the next year.

Ask follow-up questions

Get Instant Answers from SEC Filings & Earnings Calls

Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.

Search across 8,000+ companies
Access millions of SEC filings & transcripts
Get answers cited to the source
Try Fintool for Free

Trusted by leading investment firms and analysts