Packaged Foods · Consumer Defensive
Michael Lavery
Analyst
Piper Sandler
Equibles does not estimate personal net worth.
About Michael Lavery
Michael Lavery is recorded as Analyst at Piper Sandler. Michael Lavery has spoken on 55 earnings calls and 2 other investor events across 22 companies, most recently for PROCTER & GAMBLE Co on October 22, 2026. Those appearances were for Hormel Foods Corp (HRL), PROCTER & GAMBLE Co (PG), Pepsico Inc (PEP), General Mills Inc (GIS), Hershey Co (HSY) and 17 other companies. The companies whose calls Michael Lavery spoke on are classified in the Consumer Defensive sector.
Michael Lavery on recent calls
“Just one follow-up to your answer to, I think it was Peter's question about how just the second half, you'd have more time to react to higher oil prices. You're obviously pushing restructuring and savings or productivity and savings already quite aggressively.”
“I just wanted to come back to pricing, but on the North America beverages side. And I just appreciate, of course, aluminum costs are up, diesel. The tariff-free fund goes away.”
“Just wanted to come back to some of the cost side and fill in the wheat specifically. Obviously, we get your color on how it all rolls up into all the commodities, but how much or higher wheat costs impact you?”
“Just wondering if you could give us some of the key considerations or maybe some of the building blocks you're thinking about for fiscal 27.”
“You called out really strong e-commerce growth or digital purchases. And just was curious if you could give a sense of how incremental that is versus shifts from brick and mortar and how much you can develop that channel to reach new households and consumers as well.”
Affiliation history
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Piper Sandler
Analyst
Source not stated
Current
Company network
Household & Personal Products · Consumer Defensive
PEP
Beverages - Non-Alcoholic · Consumer Defensive
Packaged Foods · Consumer Defensive
HSY
Confectioners · Consumer Defensive
UTZ
Packaged Foods · Consumer Defensive
POST
Packaged Foods · Consumer Defensive
Beverages - Non-Alcoholic · Consumer Defensive
FRPT
Packaged Foods · Consumer Defensive
Household & Personal Products · Consumer Defensive
Household & Personal Products · Consumer Defensive
Beverages - Brewers · Consumer Defensive
Beverages - Brewers · Consumer Defensive
Packaged Foods · Consumer Defensive
Beverages - Non-Alcoholic · Consumer Defensive
KO
Beverages - Non-Alcoholic · Consumer Defensive
Beverages - Non-Alcoholic · Consumer Defensive
CPB
Packaged Foods · Consumer Defensive
KHC
Packaged Foods · Consumer Defensive
Beverages - Non-Alcoholic · Consumer Defensive