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    Rob Moskow

    Research Analyst at TD Cowen

    Rob Moskow is a Managing Director and Senior Analyst specializing in Consumer Staples, with a focus on the food and beverages sector at TD Cowen. He covers a range of large publicly traded companies including Hershey, JM Smucker, Bunge, Hillshire Brands, Diamond Foods, WhiteWave Foods, AdvancePierre Foods, and Annie's Inc, consistently recognized as an Institutional Investor (II)-ranked analyst. Moskow maintains a strong performance record, with recent metrics showing a success rate of over 55% and an average analyst return of 6.9%, including standout calls like a 170.8% return on Bunge. Beginning his Wall Street career with 21 years at Credit Suisse and serving four years on the board of the Consumer Analyst Group of New York, Moskow joined TD Cowen in 2022 and holds a BA from Tufts University and an MBA from Northwestern’s Kellogg School, along with relevant FINRA securities registrations.

    Rob Moskow's questions to Simply Good Foods (SMPL) leadership

    Rob Moskow's questions to Simply Good Foods (SMPL) leadership • Q2 2025

    Question

    On behalf of Rob Moskow, an analyst asked about the Quest bar category, noting that tracking data suggests it is underperforming the broader category. The question focused on what actions, beyond the new Overload bar, are being taken to return to the brand's low single-digit growth target for bars.

    Answer

    CEO Geoff Tanner responded by emphasizing that the bar category is highly responsive to new news and innovation. He highlighted the new Overload platform as a key initiative, noting its positive early consumer reviews and retailer acceptance. Tanner asserted that the company has significantly stepped up its innovation efforts and has a strong pipeline, which is crucial for driving growth in the bar segment. He also pointed to positive recent trends in the C-store channel as a sign of strength.

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