Analyst
Cowen
Analyst
D.A. Davidson
Equibles does not estimate personal net worth.
Brian Holland is recorded as Analyst at Cowen and Analyst at D.A. Davidson. Brian Holland has spoken on 12 earnings calls across 7 companies, most recently for Mama's Creations, Inc. on June 8, 2026. Those appearances were for Marzetti Co (MZTI), Vital Farms, Inc. (VITL), Mama's Creations, Inc. (MAMA), Natures Sunshine Products Inc (NATR), Freshpet, Inc. (FRPT) and 2 other companies. The companies whose calls Brian Holland spoke on are classified in the Consumer Defensive sector.
“I wanted to start with the contribution from some of the new products in the quarter. Just curious because I thought maybe some of that was geared towards the end of the quarter.”
“Can you just maybe help – and you've provided sort of some broad brushstrokes on the balance of the year where you expect to end, et cetera. It sounds like Q2 will be the bottom.”
“Maybe just starting, Shane, with the outlook for 2026, you've obviously provided a wider range of outcomes on the EBITDA line than the net sales line.”
“I wanted to ask about, you know, some of the comments that you made around the challenging sort of macro environment. and squaring that with, you know, your core consumer and some of the behavioral metrics that you described, just squaring how or why you would be incrementally concerned over the next, whatever…”
“Maybe just to start on rank ordering, if you would, the drivers for consumption growth in 2026, as you just sort of spoke in great detail about DTC is obviously an increasing catalyst here.”
Cowen
Analyst
Source not stated
D.A. Davidson
Analyst
Source not stated
MZTI
Packaged Foods · Consumer Defensive
VITL
Farm Products · Consumer Defensive
FRPT
Packaged Foods · Consumer Defensive
SMPL
Packaged Foods · Consumer Defensive
