Heather Jones
Analyst
Heather Jones Research
Equibles does not estimate personal net worth.
About Heather Jones
Heather Jones is recorded as Analyst at Heather Jones Research. Heather Jones has spoken on 27 earnings calls across 8 companies, most recently for Cal-Maine Foods Inc on September 30, 2026. Those appearances were for Archer-Daniels-Midland Co (ADM), Cal-Maine Foods Inc (CALM), Hormel Foods Corp (HRL), Bunge Global SA (BG), Ingredion Inc (INGR) and 3 other companies. The companies whose calls Heather Jones spoke on are classified in the Consumer Defensive sector.
Heather Jones on recent calls
“I wanted to ask first on corporate expense. It was corporate expense and other. They were the biggest drivers of the disparity with our estimate, And I think corporate was like $8 or $9 million higher than last year.”
“Our first question is sort of just detailish. I was wondering if you're able to just broadly quantify the volume impact of that legal entity change. I mean, with volumes, with organic volumes have been roughly flat, absent that?”
“I wanted to revisit the THS volume question. If I'm doing my math correctly, it was like a two-year stack of plus 10 percent on volumes. And if I'm remembering correctly, at the time of the Q1 call, it didn't sound like The – I mean, it sounded like things were good, but not that good.”
“I guess I just wanted to start with ag services. That was much stronger than I was anticipating. And given that the tensions in the Ukraine area have escalated, if China continues their beam purchases, as you're assuming, do you think Q2 is a high point for the year, or could we have Q3 and Q4 look better than Q2?”
“And And Donny, I just want to say it's been wonderful to work with you all these years, and you're definitely going to be truly missed. And Jeff wanted to extend the welcome and looking forward to working with you.”
Affiliation history
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Heather Jones Research
Analyst
Source not stated
Current
Company network
Cal-Maine Foods Inc
CALM
Farm Products · Consumer Defensive
5 appearances
Latest appearance 2026-09-30
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Packaged Foods · Consumer Defensive
5 appearances
Latest appearance 2026-08-27
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Ingredion Inc
INGR
Packaged Foods · Consumer Defensive
2 appearances
Latest appearance 2026-08-04
View calls and events