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    Unknown Analyst • Citigroup

    Unknown Analyst's questions to EPR Properties (EPR) leadership

    Unknown Analyst's questions to EPR Properties (EPR) leadership • Q1 2025

    Question

    A Citigroup analyst asked about communication with Six Flags regarding its strategic review and potential property closures, and also inquired about the company's plans for the debt on its credit line used to pay down maturing bonds.

    Answer

    CEO Gregory Silvers stated that the company is in regular contact with Six Flags and does not anticipate any of its properties closing. EVP & CFO Mark Peterson explained that while the company has the flexibility to leave the balance on the revolver, the current guidance assumes a bond transaction to term out the debt later in the year. He also provided current pricing estimates for 5-year and 10-year bonds, noting that spreads are higher than they should be.

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    Unknown Analyst's questions to Coca-Cola Femsa SAB de CV (KOF) leadership

    Unknown Analyst's questions to Coca-Cola Femsa SAB de CV (KOF) leadership • Q2 2024

    Question

    An analyst from Citigroup asked for the outlook on commodity costs for 2024 and 2025, including details on hedging positions, and inquired about the current industry dynamics and consumer environment for the beer business in Brazil.

    Answer

    CFO Gerardo Celaya detailed the company's rolling 12-month hedging strategy, noting significant coverage for FX and key raw materials like sugar, HFCS, and aluminum for 2024. CEO Ian Marcel Craig García described the Brazil beer market as facing 'intensified competition' in a flat volume environment, leading to challenging volumes for KOF, though value share has been largely maintained.

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