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    Ken Goldman

    Managing Director and Senior Equity Research Analyst at JPMorgan Chase & Co.

    Ken Goldman is a Managing Director and Senior Equity Research Analyst at JPMorgan Securities LLC, specializing in the coverage of major consumer and food retail companies such as Albertsons Companies, Freshpet, Conagra Brands, and Kroger. Known for his strong performance, Goldman has achieved a 72.13% success rate and an average return of 21.58% on his stock recommendations. Beginning his analyst career at Bear Stearns in 2004, he moved to JPMorgan in 2008, building a reputation for insight in the sector and earning advanced credentials with degrees from the University of Pennsylvania and NYU's Stern School of Business. Goldman's professional standing is further supported by his role as a Managing Director and his ongoing FINRA registration for equity research.

    Ken Goldman's questions to GENERAL MILLS (GIS) leadership

    Ken Goldman's questions to GENERAL MILLS (GIS) leadership • Q4 2025

    Question

    Ken Goldman asked about the national launch of Blue Buffalo's refrigerated pet food, questioning if the margin potential has improved since the initial test and inquiring about the merchandising strategy for the new product line.

    Answer

    CEO Jeffrey Harmening stated that learnings from the regional test confirmed strong product appeal and that a national launch provides the necessary scale for marketing and profitability over time. Group President Dana McNabb added that the 'Love Made Fresh' line is designed for flexible use (e.g., as a topper), which aligns with consumer habits, and has received strong retailer reception.

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    Ken Goldman's questions to GENERAL MILLS (GIS) leadership • Q4 2025

    Question

    Ken Goldman of JPMorgan Chase & Co. inquired about the financial model for the national launch of Blue Buffalo's refrigerated pet food, specifically asking about the margin potential and merchandising strategy.

    Answer

    Chairman & CEO Jeffrey Harmening explained that learnings from a prior test confirmed the product's appeal and that a national launch provides the necessary scale for marketing and achieving long-term profitability. Dana McNabb, Group President of North America Retail & North America Pet, added that the "Love Made Fresh" line is designed for flexible use (topping, mixing) and has received strong retailer reception, positioning Blue Buffalo as the only major brand across dry, wet, treats, and fresh formats.

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    Ken Goldman's questions to CAMPBELL'S (CPB) leadership

    Ken Goldman's questions to CAMPBELL'S (CPB) leadership • Q3 2025

    Question

    Ken Goldman inquired about the sustainability of the positive at-home cooking trend benefiting the Meals & Beverages division and asked if the company anticipates a need for increased promotional spending given the competitive landscape.

    Answer

    President, CEO & Director Mick Beekhuizen expressed confidence in the durability of the at-home cooking trend, highlighting six consecutive quarters of positive consumption growth for the Meals & Beverages division. He noted the portfolio is well-positioned with both mainstream and premium offerings. Regarding promotions, he stated that spending is stabilizing, with the company focusing more on the ROI of targeted promotions during key periods and optimizing price pack architecture rather than broadly increasing promotional depth or frequency.

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    Ken Goldman's questions to Oatly Group (OTLY) leadership

    Ken Goldman's questions to Oatly Group (OTLY) leadership • Q4 2024

    Question

    Representing Ken Goldman, an analyst from JPMorgan Chase & Co. asked about the expected cadence of adjusted EBITDA and gross profit improvement throughout fiscal year 2025.

    Answer

    CFO Marie-Jose David explained that adjusted EBITDA is expected to improve as 2025 progresses. She outlined three key factors influencing this cadence: 1) continued growth in expansion markets improving segment performance throughout the year, 2) promotional headwinds from Europe in H2 2024 lessening in H2 2025, and 3) brand investments in the first half driving accelerated growth in the second half.

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    Ken Goldman's questions to TYSON FOODS (TSN) leadership

    Ken Goldman's questions to TYSON FOODS (TSN) leadership • Q4 2024

    Question

    Ken Goldman of JPMorgan Chase & Co. questioned whether rising industry chicken supply could negatively impact Tyson's outlook. He also asked about the potential effects of the incoming presidential administration on the business.

    Answer

    CEO Donnie King stated the company's guidance already factors in potential supply increases and highlighted Tyson's strategic shift to value-added products. Wes Morris, Group President of Poultry, added that industry-wide hatch and livability issues are mitigating the supply impact. Regarding the new administration, King expressed confidence in Tyson's ability to adapt, noting its 90-year history of navigating different political environments.

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