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    Rahi Parikh • Barclays

    Rahi Parikh's questions to Coca-Cola Femsa SAB de CV (KOF) leadership

    Rahi Parikh's questions to Coca-Cola Femsa SAB de CV (KOF) leadership • Q2 2025

    Question

    Rahi Parikh, on behalf of Ben Theurer from Barclays PLC, asked for details on beverage category volume changes in Mexico, particularly in stills versus sparkling. She also inquired about which categories the company is prioritizing in Mexico and Brazil following recent capacity additions and operational fixes.

    Answer

    IR Director Jorge Collazo Pereda explained that Mexico's sparkling category was more impacted by weather due to its on-the-go consumption nature. CEO Iain Craig García added that new capacity in Brazil is being used to address availability gaps, prioritizing CSD flavors first, followed by non-carbonated beverages like teas and water, to restore the full portfolio.

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    Rahi Parikh's questions to Coca-Cola Femsa SAB de CV (KOF) leadership • Q2 2025

    Question

    Rahi Parikh, on behalf of Ben Theurer at Barclays, asked for details on beverage category volume changes in Mexico, particularly the performance of stills versus sparkling, and inquired about category focus in Mexico and Brazil following capacity additions.

    Answer

    IR Director Jorge Collazo Pereda explained that Mexico's sparkling category was more significantly impacted by unfavorable weather due to its link with on-the-go consumption. CEO Iain Craig García added that in Brazil, new capacity is primarily addressing gaps in CSD flavors and non-carbonated beverages, with teas and water in the South being the remaining areas for recovery.

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    Rahi Parikh's questions to Bunge Global SA (BG) leadership

    Rahi Parikh's questions to Bunge Global SA (BG) leadership • Q1 2025

    Question

    Rahi Parikh, on for Ben Theurer, asked for the expected closing timeline for the corn milling divestiture and the potential timing for an update on the U.S. RVO.

    Answer

    CFO John Neppl projected the corn milling sale could close by the end of Q2 or early Q3, pending U.S. regulatory processes. Regarding the RVO, he indicated an update could come 'any day,' possibly by the end of May, but noted the EPA is not on a fixed schedule. He added that Bunge is hopeful for a thoughtful decision soon.

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    Rahi Parikh's questions to Nutrien Ltd (NTR) leadership

    Rahi Parikh's questions to Nutrien Ltd (NTR) leadership • Q4 2024

    Question

    Rahi Parikh requested a deep dive on Brazil, asking about the progress of destocking at the distributor, retail, and farmer levels, and about the farmer credit environment.

    Answer

    Executive Jeff Tarsi addressed the question, stating that from Nutrien's perspective, they have aggressively driven down their own inventory in Brazil by 46% year-over-year to de-risk the business. He believes destocking has also occurred at the farm gate, making Brazil more of a just-in-time market. On credit, Tarsi affirmed that Nutrien is intensely gauging credit risk in Brazil with a strong local team, making decisions based on customer P&L opportunities.

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    Rahi Parikh's questions to Hormel Foods Corp (HRL) leadership

    Rahi Parikh's questions to Hormel Foods Corp (HRL) leadership • Q4 2024

    Question

    Rahi Parikh inquired how the final fiscal 2024 T&M results compared to the initial plan, asking for specifics on the 'over-delivery,' and how the incremental $100-$150 million target for 2025 compares to the original timeline.

    Answer

    CEO Jim Snee responded that the company is 'on track' with its T&M initiative, emphasizing the momentum and acceleration gained. VP of Corporate Development Nathan Annis added that fiscal 2024 involved significant setup work, giving them a 'running start' for fiscal 2025 with more and bigger projects in the pipeline. They did not provide specific numbers comparing the $75 million achieved to an initial budget but expressed confidence in the trajectory.

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