Analyst
TD Cowan
Equibles does not estimate personal net worth.
Robert Moscow is recorded as Analyst at TD Cowan. Robert Moscow has spoken on 10 earnings calls and 1 other investor event across 7 companies, most recently for Conagra Brands Inc. on September 30, 2026. Those appearances were for Conagra Brands Inc. (CAG), General Mills Inc (GIS), Church & Dwight Co Inc (CHD), Kimberly Clark Corp (KMB), PROCTER & GAMBLE Co (PG) and 2 other companies. The companies whose calls Robert Moscow spoke on are classified in the Consumer Defensive sector.
“I don't know if I saw kind of a firm guide on gross margin for the year. Three months ago, I think the guide was kind of flattish. But now you have the higher costs.”
“It may be too early to ask this about 2027, but, you know, with all of the noise this year from a lot of incidents that certainly could be considered transitory, would you consider 2027 to have an easy comparison at this point, or is it that, you know, these are volatile times, there's not a lot of visibility to that…”
“I kind of wanted to drill down on one category in the U.S., and that's like home care, paper towels, paper tissues.”
“You might have touched on this, but I was wondering about the mixed headwinds in first quarter. How sustainable are those headwinds during the course of the year?”
“One, Dave, can you remind us what the tariff component of your cost inflation is this year? I think it's like 2% or so. And how should we think about it for fiscal 27?”
TD Cowan
Analyst
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Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
Household & Personal Products · Consumer Defensive
Household & Personal Products · Consumer Defensive
Household & Personal Products · Consumer Defensive
KO
Beverages - Non-Alcoholic · Consumer Defensive
CLX
Household & Personal Products · Consumer Defensive
