MZTI
Packaged Foods · Consumer Defensive
Analyst
C.L. King
Equibles does not estimate personal net worth.
Andrew Wolf is recorded as Analyst at C.L. King. Andrew Wolf has spoken on 9 earnings calls across 6 companies, most recently for US Foods Holding Corp. on May 8, 2025. Those appearances were for Marzetti Co (MZTI), Krispy Kreme, Inc. (DNUT), US Foods Holding Corp. (USFD), Hain Celestial Group Inc (HAIN), United Natural Foods Inc (UNFI) and 1 other company. The companies whose calls Andrew Wolf spoke on are classified in the Consumer Defensive sector.
“The other question I have is on, could you just remind us how much of the sales mix is healthcare and hospitality? And I wanted to ask about the hospitality side.”
“I just wanted to ask about the $5 million you called out on the inefficiencies related to the cybersecurity. Was that expected? Was that the number was in your guidance, or was that more than expected?”
“And I know you've answered it a couple of ways, but I just wanted to ask, you know, one of it, I think Alison mentioned is more structural, getting the value equation right for, you know, either pre-animizing brands if that's the case or what have you.”
“I wanted to start, I guess, with Mateo on the lean principles in the nine new DCs being, I guess, at least you gave a productivity trend in the low single digits. and I think last quarter in the two pilots in Texas and Colorado was mid-single digits.”
“I wanted to ask you about your business with McDonald's, just how 24 came out, you know, versus internal expectations, top and bottom line. And, you know, what is kind of reflected, however specifically you can speak to it, in 2025 with any updates based on, you know, results?”
C.L. King
Analyst
Source not stated
MZTI
Packaged Foods · Consumer Defensive
DNUT
Grocery Stores · Consumer Defensive
Food Distribution · Consumer Defensive
Food Distribution · Consumer Defensive
Food Distribution · Consumer Defensive