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    Melissa

    Research Analyst at Not Disclosed

    Melissa Phelan is a seasoned crime analyst and forensic profiler with thirteen years of specialized experience in criminal investigations and alternative analysis methods. She has achieved a high degree of verified success as a remote viewer, applying advanced profiling techniques across a range of law enforcement and public interest cases. Throughout her career, Melissa has collaborated with multiple agencies and consistently demonstrated a strong analytical skill set, contributing to successful case resolutions. While her formal credentials and previous positions are not publicly detailed, she is recognized for her rigorous approach and notable achievements in the field.

    Melissa's questions to Arcos Dorados Holdings (ARCO) leadership

    Melissa's questions to Arcos Dorados Holdings (ARCO) leadership • Q4 2024

    Question

    Melissa from an unknown firm inquired about the primary sources of food and paper cost pressures and the company's strategies to mitigate them for 2025.

    Answer

    CFO Mariano Tannenbaum identified rising beef costs in Brazil as the main pressure. He explained that Arcos Dorados is offsetting this through menu pricing management, supplier negotiations, and the benefit of diversification, as costs in the NOLAD and SLAD divisions have improved. He expressed confidence in maintaining the adjusted 2024 margin level in 2025.

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    Melissa's questions to RECURSION PHARMACEUTICALS (RXRX) leadership

    Melissa's questions to RECURSION PHARMACEUTICALS (RXRX) leadership • FY 2024

    Question

    Melissa asked for an explanation for the drop in Q4 2024 revenue when compared to the same period in 2023.

    Answer

    CFO Ben Taylor clarified that Recursion's revenue recognition is not linear and does not resemble a typical tech subscription model. Upfront payments from partnerships are recognized over long periods, making quarter-to-quarter comparisons misleading. He highlighted that a significant portion of the $450 million in cash received from partners has yet to be recognized as revenue.

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