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    Yasmine Deswandhy • Bank of America Corporation

    Yasmine Deswandhy's questions to Bellring Brands Inc (BRBR) leadership

    Yasmine Deswandhy's questions to Bellring Brands Inc (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 Inc (CAG) leadership

    Yasmine Deswandhy's questions to Conagra Brands Inc (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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