Analyst
Stevens
Equibles does not estimate personal net worth.
Jim Solera is recorded as Analyst at Stevens. Jim Solera has spoken on 14 earnings calls across 12 companies, most recently for Darden Restaurants Inc on September 24, 2026. Those appearances were for Celsius Holdings, Inc. (CELH), Marzetti Co (MZTI), Darden Restaurants Inc (DRI), Flowers Foods Inc (FLO), Chipotle Mexican Grill Inc (CMG) and 7 other companies. The companies whose calls Jim Solera spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
“I just wanted to ask a little bit on the beef side of things. The low single-digit guidance for commodity inflation for beef seems pretty favorable, and yet it feels like we see a lot of negative headlines just around supply and obviously the expansion of the screw worm outbreak.”
“I wanted to follow up on your commentary to Steven Scott's questions there. If I look back to 2022, that was, I think, the last time we had kind of a significant commodity cycle.”
“I wanted to see if we could get some more detail on the recovery in 4Q and maybe if you could help contextualize the magnitude of that that you know i think the decline in or brand celsius in 2q 3q is probably greater than expectations and so should we think about that helping amplify the magnitude of the recovery in…”
“I just hope that you can give us some incremental color on the LTO contribution to the frequency uplift that you're seeing.”
“And you'd mentioned that the company-operated restaurants that have all the operational initiatives in place are seeing significant outperformance.”
Stevens
Analyst
Transcript header (unverified)
Beverages - Non-Alcoholic · Consumer Defensive
MZTI
Packaged Foods · Consumer Defensive
WEN
Restaurants · Consumer Cyclical
PTLO
Restaurants · Consumer Cyclical
Beverages - Non-Alcoholic · Consumer Defensive
ZVIA
Beverages - Non-Alcoholic · Consumer Defensive
MED
Personal Services · Consumer Cyclical
