Analyst
Jefferies
Equibles does not estimate personal net worth.
David Hayes is recorded as Analyst at Jefferies. David Hayes has spoken on 5 earnings calls across 4 companies, most recently for THE MAGNUM ICE CREAM COMPANY N.V. on April 30, 2026. Those appearances were for THE MAGNUM ICE CREAM COMPANY N.V., HALEON PLC, Haleon plc (HLN) and Beiersdorf Aktiengesellschaft. The companies whose calls David Hayes spoke on are classified in the Consumer Defensive and Healthcare sectors.
“Some of these markets in Southeast Asia, they can't use air conditioning. So we're thinking, is that a risk for using freezers in store outlets?”
“I'm going to be cheeky and do a follow-on, then two questions, if I can.”
“I'm going to be cheeky and do a follow-on, then two questions, if I can.”
“So a couple from me, just following up on the sort of volume-mixed pricing dynamics, can you give us a sense of what the contributions will be across those three elements in that sort of flattish guide for 2026 in consumer?”
“So two for me, or two areas for me, I guess. Just on the food voucher flag that you made in terms of the US, I wonder if you can quantify that at all for the fourth quarter.”
Jefferies
Analyst
Transcript header (unverified)
THE MAGNUM ICE CREAM COMPANY N.V.
Packaged Foods · Consumer Defensive
HLN
Drug Manufacturers - Specialty & Generic · Healthcare
HALEON PLC
Drug Manufacturers - Specialty & Generic · Healthcare
Beiersdorf Aktiengesellschaft
Household & Personal Products · Consumer Defensive
The Magnum Ice Cream Company Q1 2026 Trading Update
THE MAGNUM ICE CREAM COMPANY N.V.
Haleon Q1 2026 Trading Statement
HALEON PLC
Full Year 2025 Results
Beiersdorf Aktiengesellschaft
FY 2025 results
THE MAGNUM ICE CREAM COMPANY N.V.
