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    Yasmine Deswandhy

    Research Analyst at Bank of America Corporation

    Yasmine Deswandhy is an Equity Research Associate at Bank of America, specializing in financial analysis and investment strategies across consumer staples, with notable coverage of companies such as BellRing Brands Inc. and Hostess Brands Inc. Over her tenure of more than 2.5 years at Bank of America Merrill Lynch, she has participated in multiple earnings calls and contributed valuable industry insights. Previously, Deswandhy served as an Online Managing Editor at The Economics Review at NYU, demonstrating strong analytical and editorial skills before transitioning into equity research. She holds foundational industry credentials aligned with her role, and is actively engaged in investment research within the financial sector.

    Yasmine Deswandhy's questions to BELLRING BRANDS (BRBR) leadership

    Yasmine Deswandhy's questions to BELLRING BRANDS (BRBR) leadership • Q3 2025

    Question

    Yasmine Deswandhy of Bank of America Merrill Lynch asked for a qualitative assessment of the company's confidence in achieving above-algorithm top-line growth in fiscal 2026.

    Answer

    CEO Darcy Horn Davenport expressed strong confidence, highlighting that fiscal 2025 was the first year where all demand drivers (full product line, promotions, marketing) were fully active after years of lapping capacity constraints. She reiterated the long-term commitment to 10-12% top-line growth and emphasized the advantages of being the market leader in a rapidly expanding category.

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    Yasmine Deswandhy's questions to CONAGRA BRANDS (CAG) leadership

    Yasmine Deswandhy's questions to CONAGRA BRANDS (CAG) leadership • Q3 2025

    Question

    Yasmine Deswandhy asked for an updated view on cost inflation for fiscal '26 and requested further clarification on the products driving the shipment-consumption gap in the Grocery & Snacks segment.

    Answer

    CFO Dave Marberger declined to provide fiscal '26 inflation guidance, citing market volatility, but noted Q3 inflation was 4%. CEO Sean Connolly reiterated that the Grocery & Snacks gap was primarily shipment timing. Dave Marberger added that Swiss Miss was a key factor, as shipments occurred in Q2 while strong consumption, driven by weather, occurred in Q3.

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