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Drew Levine

Analyst

JPMorgan (on behalf of Andrea Teixeira)

Equibles does not estimate personal net worth.

About Drew Levine

Drew Levine is recorded as Analyst at JPMorgan (on behalf of Andrea Teixeira). Drew Levine has spoken on 6 earnings calls across 4 companies, most recently for Brown Forman Corp on September 2, 2026. Those appearances were for Brown Forman Corp (BF-B), Molson Coors Beverage Co (TAP), Primo Brands Corp (PRMB) and Constellation Brands, Inc. (STZ). The companies whose calls Drew Levine spoke on are classified in the Consumer Defensive sector.

Drew Levine on recent calls

“And Lawson, firstly, congratulations on your upcoming retirement. Was hoping to get some more color on the underlying performance in the U.S. It was up 4%. I think even against the easy comparison, probably a little bit better than expected.”
Analyst — J.P. Morgan, Brown Forman Corp Q1 FY2027 Earnings Call ·
“Hul, you talked to the beer industry freaking sequentially and expectation that it'll probably remain volatile, but still think in the year is better than 2025.”
Analyst — JPMorgan, Q2 2026 Molson Coors Beverage Company Earnings Conference Call ·
“So you mentioned a number of potential mitigation options for the potential commodity inflation that we can be seeing, productivity and pass-through mechanisms among them.”
Analyst — J.P. Morgan, Primo Brands Corp Q1 FY2026 Earnings Call ·
“Tracy, I wanted to ask if we could double click on the cost phasing on COGS particularly related to the Midwest premium. You noted it was 30 million in 1Q, peaks in 2Q. I think the prior commentary from last quarter was that overall it would be a $125 million headwind to the year.”
Analyst — JPMorgan, Molson Coors Beverage Co Q1 FY2026 Earnings Call ·
“I do want to ask on the gross margin commentary that you made at the end of the call. You mentioned some cost headwinds from higher cost inventory, I guess, coming through over, you know, the next couple of years.”
Analyst — JPMorgan, Brown Forman Corp Q3 FY2026 Earnings Call ·

Affiliation history

  • JPMorgan (on behalf of Andrea Teixeira)

    Analyst

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