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    Ken Goldman • J.P. Morgan

    Ken Goldman's questions to General Mills Inc (GIS) leadership

    Ken Goldman's questions to General Mills Inc (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 Inc (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 Co (CPB) leadership

    Ken Goldman's questions to Campbell's Co (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 Tyson Foods Inc (TSN) leadership

    Ken Goldman's questions to Tyson Foods Inc (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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