VITL
Farm Products · Consumer Defensive
Analyst
Stifel
Equibles does not estimate personal net worth.
Matt Smith is recorded as Analyst at Stifel. Matt Smith has spoken on 24 earnings calls and 1 other investor event across 10 companies, most recently for Post Holdings, Inc. on August 7, 2026. Those appearances were for Vital Farms, Inc. (VITL), Simply Good Foods Co (SMPL), Post Holdings, Inc. (POST), Altria Group, Inc. (MO), Bellring Brands, Inc. (BRBR) and 5 other companies. The companies whose calls Matt Smith spoke on are classified in the Consumer Defensive sector.
“The narrowed guidance range for this year implies fourth quarter more or less in line with the performance here in the third quarter. you called out food service continuing to move towards the normalized run rate suggesting it steps lower on a sequential basis so can you talk about where the offsets that food service…”
“Just following up on the price gap evolution, as you think ahead and the exit rate of this year, could you give a little more color on what your expectation is in terms of volume growth versus the pricing headwind associated with the price gap management taking hold?”
“Paul, I wanted to ask around the input cost outlook. Proteins remain elevated, but our projection suggests that they're stable but at higher levels. are you able to take on a normal level of coverage into fiscal 27?”
“And as a follow-up, one of the investment areas is the continued expansion of Cowboy Cut. I know it's early days, but can you talk about your initial observations in terms of the product's market share trajectory and where the volume for Cowboy Cut is being sourced from and how you think that evolves over time?”
“I wanted to dig in a little bit further on the Japan dynamics during the quarter, and more importantly, the progression, both from a category growth standpoint in IMS, as well as ICOS's growth during the quarter.”
Stifel
Analyst
Transcript header (unverified)
VITL
Farm Products · Consumer Defensive
SMPL
Packaged Foods · Consumer Defensive
POST
Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
HSY
Confectioners · Consumer Defensive