POST
Packaged Foods · Consumer Defensive
Analyst
JPMorgan
Equibles does not estimate personal net worth.
Carla Casella is recorded as Analyst at JPMorgan. Carla Casella has spoken on 24 earnings calls across 13 companies, most recently for Conagra Brands Inc. on September 30, 2026. Those appearances were for Post Holdings, Inc. (POST), Somnigroup International Inc. (SGI), B&G Foods, Inc. (BGS), Lamb Weston Holdings, Inc. (LW), Spectrum Brands Holdings, Inc. (SPB) and 8 other companies. The companies whose calls Carla Casella spoke on are classified in the Consumer Defensive, Consumer Cyclical, Healthcare and Basic Materials sectors.
“Somewhat on that last question as well as Alexia's earlier question on leverage, have you had conversations with the agencies? Because we've seen, in some cases, other peers that have cut their dividend and focused on deleveraging but still gotten downgraded.”
“I'm just following up on Bill's on the leverage question, just digging in. With the bonds currently callable at par, and you've paid down 150, as you noted, are there any thoughts?”
“The billion 735 to billion 775 revenue, that includes the Canada business because it hasn't been sold, right?”
“Please go ahead hi thanks for taking the question um you mentioned in the repair to marks about getting some share and and private label in pet and i'm just wondering how you think about private label in that business is that a bigger opportunity or is that something you're just using to fill in space and kind of…”
“One, can you talk about what you expect the cost or inflation to be for next year? I may have missed it in the prepared remarks. And if you have any issues with given the whey shortages or costs that we're hearing about?”
JPMorgan
Analyst
Source not stated
POST
Packaged Foods · Consumer Defensive
Furnishings, Fixtures & Appliances · Consumer Cyclical
BGS
Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
Household & Personal Products · Consumer Defensive
Food Distribution · Consumer Defensive
HLF
Packaged Foods · Consumer Defensive
Drug Manufacturers - Specialty & Generic · Healthcare
Agricultural Inputs · Basic Materials
COTY
Household & Personal Products · Consumer Defensive
Food Distribution · Consumer Defensive