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    Xin Ma • TD Securities

    Xin Ma's questions to Unilever PLC (UL) leadership

    Xin Ma's questions to Unilever PLC (UL) leadership • FY 2024

    Question

    Xin Ma from TD Securities inquired about the improving trends in U.S. Personal Care, particularly Deodorants, and the consumer response to new innovations. She also asked about the P&L impact of rising egg prices on the mayonnaise business.

    Answer

    CEO Hein M. Schumacher attributed the positive momentum in U.S. Personal Care to successful premium innovations, including Whole Body Deodorants and the Dove serum body wash collection. On inflation, CFO Fernando Fernandez stated the company is committed to protecting the P&L and will use pricing to offset commodity costs, acknowledging a potential lag between cost increases and price implementation in the market.

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    Xin Ma's questions to Unilever PLC (UL) leadership • Q4 2024

    Question

    Xin Ma, on for Rob Moskow, asked about the improved performance in U.S. Personal Care, specifically how Unilever addressed the super-premium deodorant segment. He also inquired about the impact of rising egg prices on the commodity inflation outlook and the P&L.

    Answer

    CEO Hein. M. Schumacher highlighted successful innovations like Whole Body Deodorants and the premium Dove serum body wash collection as key drivers of improved momentum in U.S. Personal Care. CFO Fernando Fernandez responded on inflation by stating the company is committed to protecting the P&L shape and will use pricing to offset commodity costs, though he acknowledged a potential time lag.

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    Xin Ma's questions to Tilray Brands Inc (TLRY) leadership

    Xin Ma's questions to Tilray Brands Inc (TLRY) leadership • Q3 2025

    Question

    Xin Ma, on for Rob Moskow, inquired about the specific drivers behind the 800-basis-point increase in cannabis gross margin and asked for clarification on craft beer sales trends and the brand hierarchy for marketing spend under Project 420.

    Answer

    CFO Carl Merton attributed the margin improvement primarily to a favorable product mix, including shifting sales to international markets and avoiding low-margin vape categories. Chairman and CEO Irwin Simon added that SKU rationalization impacts reported beer sales data and that marketing dollars are prioritized for major brands like Shock Top and SweetWater, often with a regional focus, such as Montauk in New York.

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    Xin Ma's questions to Molson Coors Beverage Co (TAP) leadership

    Xin Ma's questions to Molson Coors Beverage Co (TAP) leadership • Q3 2024

    Question

    Xin Ma, on for Rob Moskow, questioned the slowing growth of Simply Spiked and the long-term viability of such brand extensions. He also asked for an update on the performance of the new Happy Thursday brand versus internal expectations.

    Answer

    CEO Gavin Hattersley defended Simply Spiked as a $100 million brand and noted that flavor innovation, like the new Cranberry LTO, is key to meeting evolving consumer demand. Regarding Happy Thursday, he stated that while it's early, the brand is receiving positive feedback for hitting the Gen Z preference for bubble-free beverages, and the company is pleased with its first-mover advantage.

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