Analyst
William Blair
Equibles does not estimate personal net worth.
Jon Anderson is recorded as Analyst at William Blair. Jon Anderson has spoken on 38 earnings calls and 3 other investor events across 14 companies, most recently for Vita Coco Company, Inc. on October 22, 2026. Those appearances were for Vital Farms, Inc. (VITL), Simply Good Foods Co (SMPL), Vita Coco Company, Inc. (COCO), Once Upon a Farm, PBC (OFRM), Hain Celestial Group Inc (HAIN) and 9 other companies. The companies whose calls Jon Anderson spoke on are classified in the Consumer Defensive, Healthcare and Basic Materials sectors.
“I guess the demand side here has been covered well with the questions so far, so a couple on costs and margins. You mentioned that you're going to be taking price in the first quarter, and that's focused on recouping structural cost increases.”
“I have three questions, one on sales, one on margin, and one on macro. So with respect to sales, trying to understand a little bit the composition, how much price and how much kind of volume you expect to kind of contribute in 2027.”
“I thought I'd Start with, I guess, your announcement of achieving distribution with, I guess, kind of the third strategic account you were targeting, Kroger.”
“Could you quantify the order timing benefit in the first quarter, and I guess that'll reverse out in the second quarter?”
“I was wondering if you could talk a little bit more about the cooler deployment, both the productivity that you're seeing as you place more coolers or reset existing coolers with some of the innovation you described.”
William Blair
Analyst
Transcript header (unverified)
VITL
Farm Products · Consumer Defensive
SMPL
Packaged Foods · Consumer Defensive
Beverages - Non-Alcoholic · Consumer Defensive
Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
Drug Manufacturers - Specialty & Generic · Healthcare
FRPT
Packaged Foods · Consumer Defensive
JJSF
Packaged Foods · Consumer Defensive
SUJA
Beverages - Non-Alcoholic · Consumer Defensive
Agricultural Inputs · Basic Materials
Beverages - Non-Alcoholic · Consumer Defensive
WDFC
Specialty Chemicals · Basic Materials
