Packaged Foods · Consumer Defensive
Peter Galbo
Analyst
Bank of America
Equibles does not estimate personal net worth.
About Peter Galbo
Peter Galbo is recorded as Analyst at Bank of America. Peter Galbo has spoken on 71 earnings calls across 26 companies, most recently for Pepsico Inc on October 8, 2026. Those appearances were for Conagra Brands Inc. (CAG), General Mills Inc (GIS), Mondelez International, Inc. (MDLZ), Constellation Brands, Inc. (STZ), Mccormick & Co Inc (MKC) and 21 other companies. The companies whose calls Peter Galbo spoke on are classified in the Consumer Defensive sector.
Peter Galbo on recent calls
“Just two really quick cleanup questions from me. Steve, I think just in the context of the Q4 guidance reduction, maybe you can just give us a sense order of magnitude how much the inflation expectation moved up that drove that.”
“You noted that a key focus in the first half was rebuilding the beer distributor inventories and I think improving days on hand, heading into 3Q. I think by our math in the first half, you shipped around 8 million cases ahead of what you actually depleted.”
“Brendan, I'd like to go back to your commentary just around recipe mixes. You know, you've made the interventions. You've introduced, you know, the Cholula offering, I think, in Mexican.”
“Dave, just wanted to touch on the updated inflation guidance for the year, having moved kind of to the higher end of the five to six. I know you had kind of Q1 inflation in the five-ish percent range, so it's more towards the low end.”
“Kofi, I was hoping you could shed a little bit more light on the inflation guidance, obviously having moved kind of up towards the higher end of the four to five range.”
Affiliation history
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Bank of America
Analyst
Source not stated
Current
Company network
Packaged Foods · Consumer Defensive
Beverages - Brewers · Consumer Defensive
Packaged Foods · Consumer Defensive
SJM
Packaged Foods · Consumer Defensive
PEP
Beverages - Non-Alcoholic · Consumer Defensive
Packaged Foods · Consumer Defensive
Beverages - Non-Alcoholic · Consumer Defensive
PRMB
Beverages - Non-Alcoholic · Consumer Defensive
Household & Personal Products · Consumer Defensive
HSY
Confectioners · Consumer Defensive
Household & Personal Products · Consumer Defensive
Packaged Foods · Consumer Defensive
UTZ
Packaged Foods · Consumer Defensive
SUJA
Beverages - Non-Alcoholic · Consumer Defensive
Packaged Foods · Consumer Defensive
KO
Beverages - Non-Alcoholic · Consumer Defensive
Beverages - Non-Alcoholic · Consumer Defensive
CPB
Packaged Foods · Consumer Defensive
Beverages - Brewers · Consumer Defensive
Beverages - Non-Alcoholic · Consumer Defensive
DOLE
Farm Products · Consumer Defensive
FRPT
Packaged Foods · Consumer Defensive