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    Sergio Matsumoto

    Research Analyst at TD Cowen

    Sergio Matsumoto is an Equity Research Analyst at TD Cowen based in New York, specializing in consumer packaged goods (CPG), food, household products, and retail sector research. He covers prominent companies within these sectors, working closely with senior analyst Robert Moskow and contributing to equity research publications that support institutional investment decisions. Matsumoto's analytical approach is grounded in strategic valuation and trend analysis honed through advising over 100 C-level executives, with performance metrics demonstrating robust sector insight, though specific public rankings or returns are not disclosed. Before joining TD Cowen, he developed his expertise in strategic analysis and valuation across multiple roles, is trilingual, and has a background encompassing Japanese and Mexican heritage; professional credentials and securities licenses are not specified in available sources.

    Sergio Matsumoto's questions to COLGATE PALMOLIVE (CL) leadership

    Sergio Matsumoto's questions to COLGATE PALMOLIVE (CL) leadership • Q4 2024

    Question

    Sergio Matsumoto inquired about the impact of macroeconomic headwinds on category demand in Latin America and how political and economic volatility affects operations and strategy in the region.

    Answer

    CEO Noel Wallace emphasized the company's long history and experience in managing volatility in Latin America, citing their upcoming 100-year anniversary in Mexico. He stated that performance remains very strong, with excellent market share results in key markets like Mexico and Brazil. The strategy is to continue executing on business fundamentals and maintaining flexibility throughout the P&L to navigate disruptions.

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