Analyst
Mizuho
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
John Baumgartner is recorded as Analyst at Mizuho and Analyst at Wells Fargo. John Baumgartner has spoken on 7 earnings calls across 5 companies, most recently for Beyond Meat, Inc. on March 31, 2026. Those appearances were for Hain Celestial Group Inc (HAIN), Beyond Meat, Inc. (BYND), Jbs N.V. (JBS), Oatly Group AB (OTLY) and Simply Good Foods Co (SMPL). The companies whose calls John Baumgartner spoke on are classified in the Consumer Defensive sector.
“Maybe, first off, Ethan, just to build on that last line of thinking, just sticking with the expectations for the beverage expansion and the adjacencies more broadly, can you walk us through how you plan to scale it, how you'll manage distribution, the specific channels that you'll enter, how you will allocate budget…”
“Two for me on North America, first on the value-add side. I mean, traditionally, there's been a focus on value-add through M&A. More recently, you've gotten involved in CapEx to build the Italian meats business.”
“I'm wondering if you could speak to North America Food Service, the expectations there for 2026.”
“I'd like to ask, Allison, I'd like to ask a follow-up to Jim's question and the characteristics for categories that you like and you want to pursue. The profit improvement from the SNAP sale is clear.”
“I wanted to come back to SNACs and the distribution losses you're seeing there. That's been a source of distribution growth for some time.”
Mizuho
Analyst
Source not stated
Wells Fargo
Analyst
Source not stated
Packaged Foods · Consumer Defensive
BYND
Packaged Foods · Consumer Defensive
JBS
Packaged Foods · Consumer Defensive
OTLY
Packaged Foods · Consumer Defensive
SMPL
Packaged Foods · Consumer Defensive
