Grocery Stores · Consumer Defensive
Tom Palmer
Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
About Tom Palmer
Tom Palmer is recorded as Analyst at J.P. Morgan. Tom Palmer has spoken on 46 earnings calls and 3 other investor events across 21 companies, most recently for Albertsons Companies, Inc. on October 13, 2026. Those appearances were for Albertsons Companies, Inc. (ACI), Lamb Weston Holdings, Inc. (LW), Conagra Brands Inc. (CAG), Hershey Co (HSY), Mccormick & Co Inc (MKC) and 16 other companies. The companies whose calls Tom Palmer spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
Tom Palmer on recent calls
“First off, any update on the CFO search and maybe to what extent do the board changes and the comprehensive review affect the timeline or perhaps the type of candidate that you're looking for?”
“Mike, you gave some helpful detail on how negotiations have been progressing in North America. Maybe just in the context of this, could we clarify your pricing expectations for the year in the region?”
“The guidance and prepared remarks indicate input cost inflation has stepped up. I don't think that's surprising for people on this call. And it's going to be more apparent here in the fourth quarter.”
“I wanted to maybe just clarify on your second quarter expectations. You've got this high single digit operating margin outlook. Incremental pricing is flowing through.”
“I did want to dive a little bit into the gross margin that we saw in the second quarter. There were kind of four bucketed items in the press release, right, the e-com profitability, pharma sourcing, and the tariff refunds.”
Affiliation history
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J.P. Morgan
Analyst
Source not stated
Current
Company network
Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
HSY
Confectioners · Consumer Defensive
Packaged Foods · Consumer Defensive
SJM
Packaged Foods · Consumer Defensive
POST
Packaged Foods · Consumer Defensive
KR
Grocery Stores · Consumer Defensive
Packaged Foods · Consumer Defensive
FRPT
Packaged Foods · Consumer Defensive
Grocery Stores · Consumer Defensive
Specialty Retail · Consumer Cyclical
CPB
Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
YSWY
Grocery Stores · Consumer Defensive
Food Distribution · Consumer Defensive